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.

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?