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 Klips 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 Klips and Klip dashboards. They cannot create or edit assets.
• Klips Editor - users with this role have all permissions except those specific to account administration. They can share, create, edit, and delete data sources, Klips, and Klip dashboards.
• Klips Viewer - users with this role can share Klips and Klip dashboards and see assets that have been shared with them.

To manage user roles and permissions, in the left navigation sidebar, 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 Klips roles and permissions:

• The first user in the account is automatically assigned all roles, including the PowerMetrics Editor and PowerMetrics Viewer roles, in case you want to try out our other product, PowerMetrics.
• When you add a user they are assigned to the Klips 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 Klips 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 Klips and Klip 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 Klips. These default roles cannot be altered.