Creating and managing roles

Roles play a crucial part in managing user access and permissions.

We will cover how to create and manage roles effectively in this section.

All tenants have two roles by default, Admin and All Users.

You can create/define as many Custom Roles as needed.

Admin and All Users roles

1. Admin: This role has access to all parts of Drivetrain except for reports. Admins can grant themselves access to any report as needed.

2. All Users: This role is created without any permissions, ensuring no default access. Permissions can be modified as required. Please note that any permission modification will apply to all users. For example, if you make specify a full access permission for this role for a report, it shall be visible to all.

   Note: All new users are automatically added to this role.

Creating Custom Roles

To create a custom role:

1. Navigate to the Roles section (Settings > Roles)

   
2. Click New Role

   
3. Give the role a descriptive name

4. Assign permissions for each entity (Reports, Dimensions, Lists, Models, Data, Metrics)

5. Click Save