Roles and permissions
Admin users can create and assign both default and custom roles within the Organization settings. Assigning roles helps to maintain clarity and consistency in access control. Users may be assigned only one role at a time, and users cannot change their own roles.
Roles and permissions define access, with the system automatically hiding any UI components for which access is not granted. This not only streamlines the user interface but also prevents unauthorized interactions. Customizing roles ensures access is precisely tailored to the specific needs of different roles within the organization.
Users cannot delete roles that are currently assigned to anyone. Before a role can be deleted, it must not have any assignments.
Default roles include the Admin and Dashboard roles. For more information, see the Add team members documentation.
Custom roles activate or deactivate the View, Edit, and Delete permissions for the following modules:
Data
Connector
Pipes
Pipe folders
Dashboard
Scheduler
Organization settings
Note
When you grant permissions to pipes, you can do so for specific pipe folders. Permissions given to the parent folder will cascade down to the child folders.
Audit history for folder permission changes
When you create, update, or delete any roles or permissions in your organization, any entries are recorded in the audit log. Audit log entries are recorded with the following information:
The subfolder name
The role affected
The previous permission state
The new permission state
The user who made the change
The timestamp of the change
With cascading permission changes, such as when permission is given on a parent folder, that permission cascades down to the subfolders. An individual audit log entry is created for both the parent folder and each affected subfolder in the folder hierarchy. Each entry includes the following information:
The folder name
The role affected
The previous and new permission states
The user who triggered the change
The timestamp