Klips: User roles and access permissions (new)

We're working on a redesign for our admin users that will change how you administer users and roles.

If you see in your left navigation sidebar, go to this article to learn about your roles and permissions.

 

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, 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 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.

Permissions

Permitted action

Account Administrator

Klips Editor

Klips Viewer

Klips

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

Dashboards

       
Access dashboards View a list of the Klip dashboards to which you have access  
Build dashboards Create new Klip dashboards    
Share dashboards Share Klip dashboards  
Publish links to dashboards Generate published links to share Klip dashboards with others      
Email dashboards Email Klip dashboards and schedule email snapshots    
Download dashboards Transfer Klip dashboards locally    
Edit dashboards Modify Klip dashboards    
Delete dashboards Permanently remove Klip dashboards from your account    
Manage dashboard visibility Manage visibility rights for Klip dashboards      

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     
Delete data sources Permanently remove data source files from your account    

General

       
Add, remove, and rearrange dashboards Manage Klip dashboards  
Add, remove, and rearrange Klips Manage Klips    
Switch theme Change theme for Klip dashboards
Enter full-screen mode Enter full-screen mode  
See comments View Klip notations  
Add and edit comments Manage Klip notations    
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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