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.

Klipfolio includes the following roles:

• Admin
• Editor
• View-Only
• View-Only (No PowerMetrics)

To simplify setup and deployment, we recommend you use these built-in roles, however you can also create your own custom roles. If you decide to create a custom role, ensure you select all necessary permissions, for example, if you want the role to give access to PowerMetrics or the ability to model a data source, be sure to select the "Access API" permission. Learn more about custom roles here.

Notes:

• 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.
• We’ve added a new View-Only role that includes access to PowerMetrics. To give existing View-Only users access to PowerMetrics, you need to migrate them from the View-Only (No PowerMetrics) role to the new View-Only role. Learn more here.
• 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 PowerMetrics) that come with Klipfolio.

Permissions	Permitted action	Admin	Editor	View-Only	View-Only (No PowerMetrics)
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 Klips	☑	☑
Download Klips	Transfer Klips locally	☑	☑
Edit Klips	Modify Klip content	☑	☑
Delete Klips	Permanently remove Klips from the list of Klips	☑	☑
Import Klips	Import Klips to/from client accounts	☑	☑
Dashboards
Access dashboards	View a list of dashboards to which you have access	☑	☑	☑
Build dashboards	Create new dashboards	☑	☑
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 dashboards locally	☑	☑
Edit dashboards	Modify dashboards	☑	☑
Delete dashboards	Permanently remove dashboards from the list of dashboards	☑	☑
Manage dashboard visibility	Manage all dashboards	☑
Import dashboards	Import dashboards to/from client accounts	☑	☑
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 data source files locally	☑	☑
Edit data sources	Modify data source files	☑	☑
Delete data sources	Permanently remove data source files from the list of data sources	☑	☑
Import data sources	Import data sources to/from client accounts	☑	☑
Metrics
Create metrics	Create new metrics	☑	☑
Edit metrics	Modify metrics	☑	☑
Delete metrics	Permanently remove metrics from your account	☑	☑
Share metrics	Share metrics	☑	☑
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 settings on users' "My Profile" page	☑	☑
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	Log in to the client account as an administrator	☑	☑

Migrating users to the new View-Only role

We’ve added a new View-Only role that includes access to PowerMetrics. To give existing View-Only users access to PowerMetrics, you need to migrate them from the View-Only (No PowerMetrics) 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 PowerMetrics).

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

• You will have access to the “View-Only (No PowerMetrics)” option as well as our new, updated version, that supports PowerMetrics. If you want your View-Only users to be able to access PowerMetrics, they must use the new View-Only role.
• If the View-Only (No PowerMetrics) 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 PowerMetrics) 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 PowerMetrics) 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 PowerMetrics) 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 PowerMetrics) 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 PowerMetrics) 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?