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Symon.AI help center

User roles

Abstract

There are two types of user roles in Symon.AI: the Dashboard viewer role and the Admin role.

There are two types of user roles in Symon.AI: the Dashboard viewer role and the Admin role.

Dashboard viewer

Dashboard viewers are able to do the following actions in Symon.AI:

  • View shared dashboards

  • Interact with dashboard filters

  • Hover on charts to see information

Admin role

Administrators are able to do any of the following actions in Symon.AI:

  • Invite new members

  • Assign or update member roles

  • View accepted and pending members

  • Delete accepted and pending members

  • Create and copy dashboards using multiple pipes

  • Share dashboards with Dashboard viewers

  • Recall dashboards previously shared with Dashboard viewers

Adding a new member
  1. In Symon.AI, click your user name.

  2. Click Org settings.

  3. Click the Users tab.

  4. Click Invite people.

    The Invite people modal appears.

  5. Add the users email address and select the role, either Admin or Dashboard viewer.

  6. Click Send.

Editing a member
  1. In Symon.AI, click your user name.

  2. Click Org settings.

  3. Click the Users tab.

  4. Search for the member that you want to update.

  5. Click the more options menu on the members row.

  6. Click Edit.

    The Edit members modal appears.

  7. Select the role to update: Admin or Dashboard viewer .

  8. Click Update.