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User roles and permissions
User roles and permissions

Using roles to manage user permissions

Rickard Nordstrand avatar
Written by Rickard Nordstrand
Updated over a week ago

Users (logins) and workspaces (collections of data sources, business logic and destination configurations) belong to subscriptions in Funnel. A user can have access to one or multiple workspaces. What features a user can use depends on their subscription and workspace roles.

Subscription roles

There are two subscription roles: member and owner.

Member

This is the default subscription role. As a member, you can

  • See and access workspaces you are invited to

Your workspace role determines what you can do in each workspace.

Owner

A subscription can have multiple owners. As an owner, you can

  • Edit billing information

  • See invoice history

  • Access all workspaces within the subscription

  • Create/remove workspaces within the subscription

  • See all users within the subscription

  • Remove users from the subscription

  • Add/remove users to any workspace within the subscription

Workspace roles

There are two roles that determine what a user can do within a workspace: editor and viewer. The workspace role is specific to each workspace, meaning that the same user can be editor in one workspace and viewer in another.

Editor

This is the default workspace role. As an editor you can, for all workspaces you have access to:

  • Edit workspace details

  • Invite and remove users

  • Change role for other users

  • Create and modify everything in the workspace, including data sources, custom fields, exports etc

Viewer*

Viewers can access and see all parts of a workspace, but they do not have permission to create, edit, or delete anything. As a viewer you can export data to Google Sheets or CSV on demand, but not set up scheduled exports.

* The viewer role is only available for subscriptions with the User permissions feature.

Creating workspaces

With the User permissions feature enabled, creation of new workspaces is limited to subscription owners only.

Managing workspace roles as an Editor

As an Editor, users' roles can be seen and changed on the workspace's users page:

New users can be invited as Viewers directly:

Managing roles as Subscription owner

As a subscription owner, you have access to more powerful tools for managing permissions across multiple workspaces. You can find them under the Subscription administration page. Access it by clicking on Subscription on the top right dropdown:

Depending on what you want to do, there are several ways to change a user's role.

Users overview

To get an overview of your users' roles, go to the Users tab. By default you will see a list of your subscription's users. To see workspace roles, check the Show by Workspace checkbox.

User roles across multiple workspaces

To change a user's role, click on their name. This screen allows you to control which role a user should have on all their workspaces.

Workspace roles for multiple users

If you want to change roles for multiple users in one workspace, go to the Workspaces tab and then click on the name of a workspace:

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