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'
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'
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.