Roles and permissions
Decide who can see, change and share what
clariBI has 35 permissions grouped by area: users, data sources, analytics, reports, goals, billing, settings, security and integrations. Five built-in roles combine them, and you can build your own roles from the same list.
Role management and custom roles are part of Professional and Enterprise.
01 Built-in roles
Five roles to start from
| Role | Permissions | In practice |
|---|---|---|
| Owner | 35 | Everything, including billing, security settings and the audit trail. |
| Administrator | 29 | Manage members, sources, reports and goals, and edit settings. Can view billing but not change it, and view security settings but not change them. |
| Analyst | 14 | Add files, work with sources they can see, create and edit analyses, reports and goals, export reports. |
| Member | 8 | The default for new members. View sources, analytics and goals; upload files; create and export reports. |
| Viewer | 6 | Read-only access to sources, analytics, reports and goals. Can export reports. |
02 Custom roles
Roles that fit your team
- Create a role from any of the 35 permissions, or base it on another role and inherit its permissions.
- Limit how many people can hold a role, or require approval before it is assigned.
- Members can request extra access; an owner or administrator approves or rejects the request.
- Role changes are recorded in the audit trail.
03 Workspaces
Roles inside a workspace
- Inside a workspace, each member also has a workspace role: viewer, contributor, editor or admin.
- That controls what they can do with the dashboards, reports and sources shared into that workspace.
04 Plans
What is included where
- On Free, Trial, Lite and Starter, the account owner manages the account and invited teammates join as members. Starter includes 3 users.
- On Professional (15 users) and Enterprise (100 users), you can assign the five roles, create custom roles and use access requests.
Try it on your own data
The trial lasts 14 days and needs no credit card. When it ends you move to the Free plan and keep your data and source dashboards.