User Management
Role Types
There are 4 user roles within Relevance AI's platform.
Guests
- Can view the data within a shared dashboard
- Can use the shared dashboard and make modifications to the dashboard configuration. However, the modifications are not permanent and will disappear as soon as they close the webpage
- They do not need to sign up to the Relevance AI platform
Please read more about how to share a dashboard with a guest user at Share a dashboard
Viewers
- Can view data and dashboards
- Cannot modify data or dashboards
- They need to sign up to the Relevance AI platform
Please read more about how to add a user with viewer permission at Granting access to peers.
Editors
- Can view and edit data
- Can view and edit dashboards
- They need to sign up to the Relevance AI platform
Please read more about how to add a user with edit permission at Granting access to peers.
Administrators
- Can create, modify and delete datasets and dashboards
- Can invite people to projects and grant different access types to them
- Can assign administrator rights to new users
- Can remove people from projects
- They need to sign up to the Relevance AI platform
Please read more about how to add a user with edit permission at Granting access to peers.
Guest | Viewer | Editor | Admin | |
---|---|---|---|---|
Sign up required | x | ✓ | ✓ | ✓ |
View data | ✓ | ✓ | ✓ | ✓ |
Edit data | x | x | ✓ | ✓ |
View dashboard | ✓ | ✓ | ✓ | ✓ |
Edit dashboard | x | x | ✓ | ✓ |
Add a dashboard | x | x | ✓ | ✓ |
Add / remove a user | x | x | x | ✓ |
Create a dataset | x | x | x | ✓ |
Delete a dataset | x | x | x | ✓ |
Define a new admin | x | x | x | ✓ |
Updated 18 days ago