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.