PowerMetrics roles and permissions

We recently redesigned our admin UI.
If you see in your left navigation sidebar, you're using our legacy design and will find roles and permissions information in this article instead.

 

In Klipfolio, each user is assigned one or more roles. Each role includes a set of permissions. These permissions define the actions a user can perform.

Klipfolio PowerMetrics includes the following built-in roles:

  • Account Administrator - users with this role can manage all the assets in the account, for example, they can add users, assign roles, and remove metrics and metric dashboards. They cannot create or edit assets.
  • PowerMetrics Editor - users with this role have all permissions except those specific to account administration. They can share, create, edit, and delete data sources and data feeds, metrics, and metric dashboards.
  • PowerMetrics Viewer - users with this role can share metrics and metric dashboards and see assets that have been shared with them.

To manage user roles and permissions, click the button in the left navigation sidebar and select Account. Then, on the left, click either Users or Roles depending on the action you’re performing.

Notes on roles and permissions

Here are a few important things to note about PowerMetrics roles and permissions:

  • The first user in the account is automatically assigned all roles, including the Klips Editor and Klips Viewer roles, in case you want to try out our other product, Klips. For plans that limit the number of editor users, please note that this user counts as an editor user. If you are using all allowed editor users, and want to give a different user an editor role, you can deselect the role from the initial user in your account.
  • When you add a user they are assigned to the PowerMetrics Viewer role by default. If you want to enable more permissions for a user, you can assign them to additional roles.
  • You can add and remove roles for users, in accordance with your pricing plan. However, please note:
  • You must retain at least one Account Administrator.
  • You must assign at least one user to an editor or viewer role to be able to access PowerMetrics and PowerMetrics dashboards.
  • The Account Administrator role enables you to manage company assets. A user with this role can view and delete account assets, such as metrics and metric dashboards, but they cannot see the data in these assets unless they've been shared with them. 

Permissions and permitted actions by role

The following table describes the permissions assigned to each built-in role for Klipfolio PowerMetrics. These default roles cannot be altered.

Permissions

Permitted action

Account Administrator

PowerMetrics Editor

PowerMetrics Viewer

Data Sources/Data Feeds

       
Access data sources/data feeds View a list of data sources/data feeds to which you have access  
Create data sources/data feeds Create new data sources/data feeds    
Share data sources/data feeds Share data sources/data feeds    
Download data sources/data feeds Transfer data source/data feed files locally    
Edit data sources/data feeds Modify data source/data feed files and see data source/data feed warnings    
Delete data sources/data feeds Permanently remove data source/data feed files from your account  

Metrics

       
Access metrics View a list of the metrics to which you have access
Create metrics Create new metrics    
Edit metrics Modify metrics    
Share metrics Share metrics  
Delete metrics Permanently remove metrics from your account  

PowerMetrics Dashboards

       
Access PowerMetrics dashboards View a list of the PowerMetrics dashboards to which you have access
Create PowerMetrics dashboards Create new PowerMetrics dashboards    
Edit PowerMetrics dashboards Modify PowerMetrics dashboards    
Share PowerMetrics dashboards Share PowerMetrics dashboards  
Delete PowerMetrics dashboards Permanently remove PowerMetrics dashboards from your account  

General

       
Switch theme Change the navigation sidebar background colour
See data source/data feed warnings View data source/data feed warnings    

User, Groups and Roles

       
Manage all users, groups, and roles Account administration of users, groups, and roles    
View all users View a list of the users in your account
View all groups View a list of the groups in your account

Account

       
Edit profile Modify user settings in the "My Profile" page  
Manage company settings Administer company account settings    
View account usage View event logs and refresh history    
Manage connected accounts (OAuth tokens) Create, edit, and delete OAuth tokens  
Access API Authenticate and send requests to Klipfolio's API

Admin

       
Manage all Klips Account administration of Klips    
Manage all dashboards Account administration of Klip dashboards    
Manage all data sources/data feeds Account administration of data source/data feed files    
Manage all comments Account administration of Klip notations    
Manage all metrics Account administration of metrics    
Manage all PowerMetrics dashboards Account administration of PowerMetrics dashboards    
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