Understanding User Roles

As an Administrator on a Socrata-powered data portal, you can assign a number of special roles to other users. This will allow you to delegate tasks on your site and enable other users to create and manage datasets.

Socrata users can have roles on a domain. A role defines the types of actions that someone can conduct for all datasets and assets on a domain and the configuration of the domain itself. Examples of these actions include importing data, adding features, or managing users. A Socrata user can only have one role per domain. The set of roles are Administrator, Publisher, Editor, Designer, and Viewer.

Socrata users can also be assigned permissions for individual datasets. Permissions define the types of actions available to a user for each specific dataset. Examples include editing, viewing and publishing that dataset. Permissions available at the dataset level are Owner, Contributor, and Viewer. These permissions can be granted to users with or without a role on the domain.
 
The rights associated with domain roles and asset roles are cumulative. For example, an Administrator on a domain can view or edit any dataset on that domain, regardless of any less-privileged asset-level role that may be assigned to them (e.g. Contributor).
  
Creating visualizations (filtered views, maps, and charts) from existing public datasets on a domain does not require any role or special permissions. These tools can be accessed by any public visitor without the need for a role and without the need to sign in.
 

Domain-Level Actions

Domain-Level Actions are affected by a user's role. The following matrix shows the capabilities at each level:

 Domain-Level Actions Admin Publisher Editor Designer Viewer Public
Add, edit and delete user accounts          
Manage homepage content, including story banner and featured datasets      
View side-wide analytics  
Manage metadata settings: categories, custom fields        
Create and change SDP templates        
Manage federation between Socrata domains          
View private DataSlate pages        
Manage Approvals          
Moderate comments, views and dataset suggestions        
See open data catalog (/browse) list of assets
Discover assets which they own, assets which have been directly shared to them, and assets released to the public (via /admin/assets)  
Discover ALL assets - public and private - across the site (via /admin/assets)        


View Level Actions

View-Level actions are affected by a user's role and any permissions on the dataset or the view. The following matrix shows the capabilities at each level: 

  DOMAIN ROLES DATASET ROLES PUBLIC*
  Admin Publisher Editor Designer Viewer Owner Contrib. Viewer Unroled Anon.
Datasets                    
Upload & own datasets            
Create a draft / edit dataset draft            
Publish a dataset draft              
Delete a dataset              
Views                    
View public, published & approved views / datasets
Add / Edit filters on a view / dataset •  •  •  •  •  •  •  •  • 
View an unpublished, private, or rejected pending view      
Create and publish derived views (maps, charts, filters, etc)  
Save views on datasets    
Modify a view              
Create a Data Lens view on a dataset          
Save As a new Data Lens              
Modify a Data Lens              
Transfer Ownership of a view to another user                
Make a view Public or Private              
Share a view with another user            

 *NOTE: Anonymous users are those that are interacting with data without logging into the platform. Whereas unroled is users who are logged in but without a domain role.*

For information on how to manage the role assigned to users, see the knowledge base article "How do I manage user accounts and roles on my data site?".

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