User permissions are assigned by both the user role in the organization and the permission level given on the workbook, dataset, or table. Permissions are determined by a combination of user roles and edit vs. view access. (A guest user who is given "Edit" access on a dataset will not be able to make changes to a dataset, since guests can't edit data.)

User Roles

Each Numetric user in the organization is assigned a role, which has a set of permissions. Each successive role has all the permissions that the previous role has.

Guest: Guests have the fewest permissions inside of Numetric. Guest users are not able to create workbooks or datasets, and can only view workbooks that are shared with them. They do not have access to warehouse or datasets. Guests are generally external users, but they can also be users inside of an organization that don't need to create or edit workbooks. Guests can still use filters on workbooks that are shared with them.

Business Users: Business users can create workbooks or datasets from source tables in warehouse, but they do not have permissions to add or edit source tables inside of Warehouse. Users who are not adding or editing data in warehouse will be business users.

Analyst: In addition to the permissions of business users, analysts can add or edit source tables in Warehouse. Analysts use their knowledge of the data structure to define table relationships with dictionary terms. Analysts are responsible for the integrity of the organization's data.

Administrators: Admins can view, edit, or delete any workbook or dataset in their organization. They are the only role that can add users to the organization. Admins can also manage all user permissions. (If an admin is given view access to a workbook, they can still edit it because admins have full user permissions within an organization.)

Editor Vs. Viewer

Each Numetric user will be defined as either an Editor or Viewer for each individual Dataset, Table and Workbook. You can set this permission while sharing a dataset or workbook with a user or group of users. 

Editors: Editors can access all features in Datasets and Workbooks. They can add or remove fields, change data types, make fields text searchable, create transformations, or share datasets with others. They can also add or delete Metrics from Workbooks and add other viewers and editors. Editors are typically the owners of the data or Workbooks, or people who are involved in maintaining, cleansing or modeling the data and Workbooks.

Note: For security purposes, to share a workbook you need to have edit permissions on all the datasets that it draws from.

Viewers: Viewers are only able to view the data or Workbooks. A viewer of a workbook can apply filters and interact with the workbook, but they can't add users or edit the workbook. Viewers can save a duplicate of a workbook by using the Copy button. Viewers of a dataset can still create using the data, but cannot manipulate the dataset or add different users to the data.

Best Practices

It is common for each Numetric user to be a Viewer on some datasets and an Editor on others, even within an organization.For example, the CEO of a company may want the rest of the executive team to see sales and revenue data, but not want them to be able to make changes to the individual fields. The CEO would be the Editor, and the rest of the executive team would be Viewers.

Delineating between Editors and Viewers is imperative in maintaining both data security as well as creating a “single source of truth” with your data. If anyone in an organization can change or edit the data source, the likelihood of sharing unintentionally increases as does the chance of getting a different answer from each department.

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