User Management
Role Types
There are 4 user roles within Relevance AI's platform.
Guests
- Can view the data within a shared dashboard
- Can use the shared dashboard and make modifications to the dashboard configuration. However, the modifications are not permanent and will disappear as soon as they close the webpage
- They do not need to sign up to the Relevance AI platform
Please read more about how to share a dashboard with a guest user at Share a dashboard
Viewers
- Can view data and dashboards
- Cannot modify data or dashboards
- They need to sign up to the Relevance AI platform
Please read more about how to add a user with viewer permission at Granting access to peers.
Editors
- Can view and edit data
- Can view and edit dashboards
- They need to sign up to the Relevance AI platform
Please read more about how to add a user with edit permission at Granting access to peers.
Project Administrators
- Can create, modify and delete datasets and dashboards
- Can invite people to projects and grant different access types to them
- Can assign administrator rights to new users
- Can remove people from projects
- They need to sign up to the Relevance AI platform
Please read more about how to add a user with edit permission at Granting access to peers.
| Guest | Viewer | Editor | Admin | |
|---|---|---|---|---|
| Sign up required | x | ✓ | ✓ | ✓ |
| View data | ✓ | ✓ | ✓ | ✓ |
| Edit data | x | x | ✓ | ✓ |
| View dashboard | ✓ | ✓ | ✓ | ✓ |
| Edit dashboard | x | x | ✓ | ✓ |
| Add a dashboard | x | x | ✓ | ✓ |
| Add / remove a user | x | x | x | ✓ |
| Create a dataset | x | x | x | ✓ |
| Delete a dataset | x | x | x | ✓ |
| Define a new admin | x | x | x | ✓ |
Organization Administrators
An organization administrator has the full control over the whole account. She/he is the only role who can create projects and invite people to them. Normally an organization administrator defines projects and invite the project admin(s).
Frequent questions
What is the difference between organization admins and project admins
Within a project they are technically the same. The difference is in permission to create a new project available for the organization admin.
| Organization Admin | Project Admin | |
|---|---|---|
| Number | Normally just one | Can be more than one |
| Create a project | ✓ | x |
| Add / edit /delete datasets | ✓ | ✓ |
| Add / edit /delete dashboard | ✓ | ✓ |
| Add / remove a user | ✓ | ✓ |
| assigne / modify roles | ✓ | ✓ |
| Define a new admin | ✓ | ✓ |
Can there be more than one admins?
There is one organization admin role by default (let us know via [email protected] if you need more than one organization admin role. There can be multiple project admins.
Can roles be modified?
Yes! Admins can modify existing roles
Can existing members be removed from projects?
Yes! Admins can add to or remove from the project member list.
Can an organization admin role be transferred to another person?
Please contact us via [email protected] if the organization admin role needs be transferred to another person.
Updated 8 months ago