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User roles and permissions
User roles and permissions
Jonas Østergård Bæk avatar
Written by Jonas Østergård Bæk
Updated over 8 months ago

When working with a workspace, it is important to ensure that only the appropriate individuals have access to perform the necessary tasks. To facilitate this, Alvie offers three different roles, each with varying levels of permissions and actions they can perform.

User roles and permissions

In Alvie, users can have three different roles: 'Admin', 'Editor', and 'Viewer'. Each role is associated with specific permissions that determine the actions a user can perform. These permissions dictate the level of access and functionality available to each user:

#

Action

Admin

Editor

Viewer

1

Inviting new members to a workspace

Inviting new members

Viewing and revoking pending invites

2

Assigning user roles

Assigning a user as an 'Admin'

Assigning a user as an 'Editor'

Assigning a user as a 'Viewer'

3

Removing users from a workspace

Removing another 'Admin'

Removing another 'Editor'

Removing another 'Viewer'

4

Managing a workspace

Creating a workspace

Deleting or editing a workspace

5

Viewing or editing user profiles

Viewing or editing user profiles

6

Managing data sources

Viewing data sources

Connecting and deleting data sources

7

Managing custom groupings

Viewing custom groupings

Creating, editing, and deleting custom groupings

8

Managing attribution models

Viewing attribution models

Creating, editing, and deleting attribution models

9

Managing budget optimiser models

Viewing budget optimiser models

Creating, editing, and deleting budget optimiser models

10

Managing connectors

Viewing connectors

Creating, editing, and deleting connectors

11

Managing reporting solutions

Viewing reporting solutions

Creating, editing, and deleting reporting solutions

12

Managing enhanced signals

Viewing enhanced signals configurations

Creating, editing, and deleting enhanced signals configurations

Managing permissions of other members

Only users with the roles of 'Admin' or 'Editor' can manage the permissions of other members in a workspace.

To manage permissions and change a user's role, you will need:

to be 'Editor'

As the 'Editor' of a workspace, you have the ability to edit the permissions of other 'Editors' and 'Viewers' within the same workspace.

To do so, follow these steps:

1. Click on the workspace name in the top right corner:

2. In the opened flyout window, you will see a list of all workspace members. You can edit the permissions of a specific member by clicking the card with their information and assigning them to the desired role:

3. After you change someone's permission, it will take effect immediately. Therefore, ensure that you don't accidentally disrupt someone's workflow by unexpectedly downgrading their permission.

to be 'Admin'

As the 'Admin' of a workspace, you have the ability to edit the permissions of all other members within the same workspace.

To do so, follow these steps:

1. Click on the workspace name in the top right corner.

2. In the opened flyout window, click on the 'Members' card:

3. On the page that appears, you can edit the permissions of a specific member by clicking the action menu (the three dots) and assigning them to the desired role.

4. After you change someone's permission, it will take effect immediately. Therefore, ensure that you don't accidentally disrupt someone's workflow by unexpectedly downgrading their permission.

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