Managing members and permissions

You control who can access and manage your datasets through roles: Admin, Member, and Viewer. Each role comes with specific permissions to ensure the right level of access for every collaborator.

Here's a quick guide to what each role can do.

Admin

A dataset admin has the highest privilege in a dataset and anyone who creates a dataset becomes its Administrator, that is, Admin by default.

A dataset admin can:

• Create, edit, and delete datasets and dataset views.
• Add or remove flow members in a dataset and assign relevant roles to them.
• Access the dataset history.
• Add or remove columns from a dataset.
• Modify the role of flow members to an Admin, a Member, or a Viewer as necessary without any restrictions.

Tip

Is there a way for a dataset admin to access others' datasets?

Yes, if the dataset admin is also a Super Admin at the account level, they will be able to access anyone's dataset, access its share settings, make themselves an admin or any role of their choice.

Dataset member

The permissions granted to a dataset member are relatively restricted when compared to an admin and they can:

• Modify the values of a dataset.
• Add or remove rows in a dataset.
• Duplicate a dataset.
• Create, edit, and delete the dataset views they own.
• Make another flow member a dataset member or a viewer only, that is, they cannot make anyone an admin or modify or delete the already existing admins in a dataset.

Note

A  Member cannot add or remove columns in a dataset.

Dataset viewer

A dataset viewer has the least set of privileges. They can only:

• View a dataset.
• Export the dataset.
• Filter values in the dataset.

Note

If a flow member is only a viewer in a dataset but has Super Admin access at the account level, they will be able to access any dataset and access its Share settings.

They can make themselves an Admin, Member, or a Viewer in the dataset they access via their Super Admin privilege and perform relevant actions as they wish.

Roles and permissions of a flow member in a dataset

Here is a detailed overview of permissions for these roles:

Sharing a dataset with the flow members

Anyone who creates a dataset becomes its admin by default.

1. Navigate to the dataset for which you would like to add members.
2. Click the Manage button at the top right corner and click Share.
3. Click + Add members

   

4. Enter the name or email address of the flow member you would like to add.
5. Select a relevant role that would best suit them. 
6. Click Add.

Tip

Only Flow Members with Super Admin access at the account level can view the Share settings page for any dataset. This means they can access and manage sharing settings for all datasets, regardless of their assigned role within each one.

Managing members in a dataset

As a dataset admin, you can modify the roles of other flow members in your dataset.

To modify one's role:

1. Navigate to the dataset page and click Manage > Share.
2. Click the More options button () beside a specific user's name.

   

      
3. Reassign the user to a different role or remove them from the dataset as necessary.

Learn the privileges you have in terms of reassigning users based on your current role in the dataset:

• (*) - A Member can remove another Member or a Viewer only. They cannot remove the admins from the dataset.
• A Viewer can neither modify anyone's role nor remove them from a dataset.