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 and View-Only 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 and View-Only that come with Klipfolio.
Permissions |
Permitted action |
Admin |
Editor |
View-Only |
Klips |
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| 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 | ☑ | ☑ | |
| Import Klips | Import a Klip to/from a client account | ☑ | ☑ | |
| Edit Klips | Modify Klip content | ☑ | ☑ | |
| Delete Klips | Permanently remove a Klip from the library | ☑ | ☑ | |
Dashboards |
||||
| 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 | ☑ | ☑ | |
| Import dashboards | Import a dashboard to/from a client account | ☑ | ☑ | |
| Edit dashboards | Modify a dashboard | ☑ | ☑ | |
| Delete dashboards | Permanently remove a dashboard from the library | ☑ | ☑ | |
| Manage dashboard visibility | Managing all dashboards | ☑ | ||
Data sources |
||||
| Create data sources | Create new data sources | ☑ | ☑ | |
| Share data sources | Change data source rights | ☑ | ☑ | |
| Download data sources | Transfer a data source file locally | ☑ | ☑ | |
| Import data sources | Import a data source to/from a client account | ☑ | ☑ | |
| Edit data sources | Modify a data source file | ☑ | ☑ | |
| Delete data sources | Permanently remove a data source file from the library | ☑ | ☑ | |
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 | ☑ | ☑ | |
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 | ☑ | ||
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 | ☑ | ☑ | |
| Access library | View a list of Klips, dashboards, and data sources to which you have access | ☑ | ☑ | |
| Getting started links | View Getting Started links | ☑ | ☑ | |
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 |
☑ | ☑ | |
User, Groups and Roles |
||||
| Manage all users, groups, and roles | Administer/edit Klipfolio user accounts, groups, and roles | ☑ |
Learn more
- How do I add a custom role?
- How do I remove a user from a custom role?
- How do I remove a custom role?
