PowerMetrics roles and permissions

If you have a PowerMetrics Free, Plus, or Pro account, you're in the right place! If not, go here for role and permission details.

 

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 PowerMetrics and PowerMetric 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, PowerMetrics, and PowerMetric dashboards.
  • PowerMetrics Viewer - users with this role can share PowerMetrics and PowerMetric dashboards and see assets that have been shared with them.

To manage user roles and permissions, in the left navigation sidebar, click the   button, and select Klipfolio Account. Open the Users & Permissions tab, and click either Users or Roles.

Notes on roles and permissions

Here are a few important things to note about PowerMetric 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. This user counts against the number of editor users allowed by your pricing plan. If you are using all allowed editor users for your account, 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.
  • All users in your account are assigned to the PowerMetrics Viewer role - this role cannot be removed.
  • The Account Administrator role enables you to manage company assets. A user with this role can view and delete account assets, such as PowerMetrics and PowerMetric 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

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

PowerMetrics

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

PowerMetric Dashboards

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

General

       
Switch theme Change the navigation sidebar background colour
See data source warnings View data source 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 Account administration of data source files    
Manage all comments Account administration of Klip notations    
Manage all PowerMetrics Account administration of PowerMetrics    
Manage all PowerMetric dashboards Account administration of PowerMetric dashboards    
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