How do roles and permissions work in PowerMetrics?

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

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 feeds, metrics, and metric dashboards.
• PowerMetrics Contributor - users with this role can view and share metrics and view, create, edit, share, and delete 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, contributor, 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.