User Roles

SaaSGrid has 3 roles within an Organization: Admin, Member, and Viewer.

If you create an Organization, by default you are its Admin. Admins and Members share most permissions - both can add/remove Data Sources, Workspaces, and the Dashboards, Charts, and Reports within a Workspace. They can also share Dashboards via invite or a public link. 

However, only Admins can add or delete members and change member roles. 

User Roles 1

An Organization requires at least one Admin. If you are the only Admin for an Organization, you cannot remove yourself as Admin until you invite a new Admin or upgrade the role of an existing Viewer/Member. 

Since Members and Admins can select which Dashboards Viewers can see, the Viewer role is a great way to expand SaaSGrid to users with View-only access. In addition, Viewers can’t make changes, which protects data integrity while allowing Viewers to get the information they need.

Below is what a homepage looks like for Members and Admins. You can create and manage Workspaces and Data Sources. You can also link Integrations to SaaSGrid. 


User Roles 2

Inside a Workspace, you can create, edit, and share Dashboards. The side panel shows all the existing Reports, Charts, and Plans you can change.


User Roles 3

On the top of each Dashboard, you can toggle ‘Visible to Organization’ for Viewers to have access. Otherwise, the Dashboard will not appear on a Viewer’s homepage.

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Below is an example of a Viewer's homepage. Viewers have access to selected Dashboards, and not the entire Workspace.  ‘Shared with Me’ lists any Dashboards from other Organizations shared by public links or private invites.

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As a Viewer, Dashboards are view-only. (Download permissions can be turned off.)User Roles 6

At the top of Charts, Reports, and Plans, there is limited Display settings related to dates, changing its View, and expanding to full screen.

User Roles 7