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Permissions & Roles

Roles live in two places: your role in an organization (what you can do and whether you pay for a seat) and your membership in each workspace (where you have access).

Organization Roles

Each organization member has one role in the organization. The role determines what they can do across the organization's workspaces, and whether the seat is billed.

RoleCapabilitiesBilling
ViewerRead-only access to the organization's workspaces they're a member ofFree seat
CreatorEverything viewers can do, plus create & edit visualizations and slide decks, add datasources, and create workspacesPaid seat
AdminEverything creators can do, plus manage members and the settings, members and deletion of every workspace in the organization. A private workspace's decks, visualizations and data open once they add themselves to itPaid seat
OwnerEverything admins can do, plus organization deletion, making others organization owners, and changing or removing other organization ownersPaid seat

Inviting People to an Organization

  1. Go to Organization settings > Members and click Invite member.
  2. Enter their email address and pick a role. Only owners can invite an Admin.
  3. Click Send invite. They get an email with a link to the invitation, where they log in, or create an account with that address, and accept. You can also copy the link and send it yourself.

Invitations last 14 days. Pending ones are listed under Pending invites, where you can copy the link, Resend an invitation (which also renews an expired one) or revoke it. Someone who creates their account from an invitation joins your organization straight away, instead of getting an organization of their own; they can create one later.

Workspace Membership

Workspace membership controls access — who can see a workspace at all. The two roles are:

RoleWhat it means
MemberHas access to the workspace. What they can do (read / edit / manage) comes from their organization role.
OwnerThe workspace's steward, one per workspace. Can manage this workspace (settings, members, deletion) even when their organization role is only Creator, and can hand ownership to another member.

Only members (directly or via Group access) see a workspace and what's in it. Organization admins also see any workspace's settings and members from Organization settings > Workspaces, and its content once they add themselves. A workspace SlateData makes public, such as an example workspace, can be viewed read-only by everyone in its organization.

Groups

Groups let you grant workspace access to many users at once.

  • Organization admins create groups in Organization settings > Groups and add users to them.
  • Workspace owners (or organization admins) can then add a group to their workspace with Add a group in Workspace settings > Members.
  • All members of the group inherit access to the workspace; what each individual can do is still determined by their organization role.
  • Rename a group, or change its description, with Edit on its page.

Managing Members

Workspace owners and organization admins can manage members from Workspace settings > Members:

  • Add users with Add by email — they're added as workspace members, and anyone without an account gets an invitation.
  • Remove members who no longer need access.
  • Make another member the owner with Make owner on their row. The previous owner stays on as a member. Viewers can't own a workspace, so change their organization role first.
  • Add or remove groups for batch access management.

Leaving

To leave an organization or a workspace, open My profile and choose Leave next to it. All organizations has Leave for each organization too. Everyone stays in the Default organization. An organization's last owner makes someone else an owner before leaving, and a workspace's owner makes someone else its owner first: Change owner in My profile opens its Members. Leaving a workspace keeps any access a group gives you.

Who Can Do What?

ActionRequired Role
View visualizations & slide decksWorkspace member (any organization role)
Create & edit visualizationsOrganization creator (or above) + workspace member
Create & edit slide decksOrganization creator (or above) + workspace member
Add workspace datasourcesOrganization creator (or above) + workspace member
Edit & remove workspace datasourcesWorkspace owner, or organization admin / owner
Invite & manage workspace membersWorkspace owner, or organization admin / owner
Transfer workspace ownershipWorkspace owner, or organization admin / owner
Delete a workspaceWorkspace owner, or organization admin / owner
Create a workspaceOrganization creator (or above)
Manage organization settings, members, groups, and datasources; view billingOrganization admin / owner
Subscribe, manage payment and invoices, cancel or resumeOrganization owner
Organization deletion; making, changing or removing organization ownersOrganization owner