User roles and access permissions

 

Roles represent a collection of users that are assigned permissions by an administrator to perform similar actions or functions. A user can belong to one or more roles. If a user is a member of more than one role their access permissions are merged.

In addition to the built-in roles of Admin, Editor, View-Only, and View-Only (No Metric Klips) that come with Klipfolio, you can create your own custom roles. It is recommended that you use the built-in roles when you set up permissions because it simplifies the process of deployment.

If you assign a user Administrator rights, remember they will have access to all information associated with your account as they are not governed by any group access rights.

Important: Both role and group access rights affect a user's permissions. For example, if a user is assigned the editor role and is a member of a group with use only rights to a specific Klip, the user will be unable to edit the Klip even though they have editor permissions.

Permissions and permitted actions

The following table lists the permissions that are assigned to the built-in roles of Admin, Editor, View-Only, and View-Only (No Metric Klips) that come with Klipfolio.

What's new? We’ve added a new View-Only role that includes access to the BETA Metric Klips experience in Klipfolio. To give existing View-Only users access to Metric Klips (BETA), you need to migrate them from the View-Only (No Metric Klips) role to the new View-Only role. By default, View-Only users now have the ability to set a dashboard to display in full-screen mode and apply either a light or dark theme. In addition, they can view the list of dashboards that have been shared with them, and open, close, and rearrange the order of dashboards in the side navigation bar. The previous View-Only role has been renamed to View-Only (No Metric Klips).

If you have users who are assigned to the View-only (No Metric Klips) role, please note:

    • You will have access to the “View-Only (No Metric Klips)” option as well as our new, updated version, that supports our BETA Metric Klips feature. If you want your View-Only users to be able to access Metric Klips (BETA), they must use the new View-Only role.
    • If the View-Only (No Metric Klips) role is assigned to at least one user in your account, that option will continue to be available to you. After you migrate all users to the new View-Only role, the View-Only (No Metric Klips) option will no longer be available.
    • As a Partner, if you sign into a client account as “View-only”, you will use the view-only role variant that’s active in the client’s account. If View-Only (No Metric Klips) roles are being used in the client account, you will sign in using that role. If there are no users with the View-Only (No Metric Klips) role, you will sign in using the new View-Only role.
    • In the past, if you shared a dashboard with a group and applied the visibility setting “Add to library only”, the dashboard would be added to the user’s list of dashboards but those with the View-Only (No Metric Klips) role wouldn’t be able to see the list. The new View-Only role enables the user to see the list of dashboards.

We advise you to check the dashboards you’ve shared with View-Only (No Metric Klips) users and make sure you are happy with users’ access before migrating users to the new View-Only role.

Permissions

Permitted action

Admin

Editor

View-Only

View-Only (No Metric Klips)

Klips

         
Access Klips View a list of Klips to which you have access    
Build Klips Create new Klips    
Share Klips Change Klip share rights    
Email Klips Email Klips and schedule email snapshots    
Embed Klips Create and manage embedded instances of a Klip    
Download Klips Transfer a Klip locally    
Edit Klips Modify Klip content    
Delete Klips Permanently remove a Klip from the list of Klips    
Import Klips Import a Klip to/from a client account    

Dashboards

         
Access dashboards View a list of dashboards to which you have access  
Build dashboards Create a new dashboard    
Share dashboards Change dashboard rights    
Publish links to dashboards Generate published links to share with others      
Email dashboards Email dashboards and schedule email snapshots    
Download dashboards Transfer a dashboard locally    
Edit dashboards Modify a dashboard    
Delete dashboards Permanently remove a dashboard from the list of dashboards    
Manage dashboard visibility Manage all dashboards      
Import dashboards Import a dashboard to/from a client account    

Data sources

         
Access data sources View a list of data sources to which you have access    
Create data sources Create new data sources    
Share data sources Change data source rights    
Download data sources Transfer a data source file locally    
Edit data sources Modify a data source file    
Delete data sources Permanently remove a data source file from the list of data sources    
Import data sources Import a data source to/from a client account    

Metric Klips

         
Create Metric Klips Create a new Metric Klip    
Edit Metric Klips Modify a Metric Klip    
Delete Metric Klips Remove a Metric Klip    

General

         
Add/remove/rearrange dashboards Manage dashboards  
Add/remove/rearrange Klips Manage dashboard Klips    
Switch theme Switch dashboard theme  
Enter full-screen mode Enter full-screen mode  
See comments View Klip notations
Add/edit comments Manage notations    
See data source warnings View data source warnings    
See Getting Started links View Getting Started links    

User, Groups and Roles

         
Manage all users, groups, and roles Administer/edit Klipfolio user accounts, groups, and roles      
View all users View a list of users    
View all groups View a list of groups    

Account

         
Edit profile Modify user profiles    
Manage company settings Administer company branding      
View account usage View event logs, refresh history and published dashboards      
Manage connected accounts (OAuth tokens) Administer own OAuth tokens    
Access API Authenticate and send requests to Klipfolio API
Contact your dashboard admin for full API permissions
 

Admin

         
Manage all Klips Administer dashboard Klips      
Manage all dashboards Administer all dashboards      
Manage all data sources Administer data source files      
Manage all clients Administer all client accounts regardless of share rights      
Manage all comments Administer Klip notations      

Clients

         
Access clients Allow access to the client section in partner accounts    
Add clients Create new client accounts    
Share clients Change rights to client accounts    
Edit clients Modify client accounts    
Delete clients Remove client accounts    
Signin as admin Login to the client account as an administrator    

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