As an Administrator on a Data & Insights-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.
For Gateway-related permissions, please refer to this article.
For Perspectives (stories) related permissions, see Understanding And Managing Perspectives User Roles.
Data & Insights 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 Data & Insights user can only have one role per domain. The set of roles are Administrator, Publisher, Editor, Designer, and Viewer.
Domain-Level Actions are affected by a user's role. The following matrix shows the capabilities at each level:
|Add, edit and delete user accounts||•|
|Manage homepage content, including story banner and featured datasets||•||•||•|
|View site-wide analytics||•|
|Manage metadata settings: categories, custom fields||•||•|
|Create and change SDP templates||•||•|
|Manage federation between Data & Insights domains||•|
|View private DataSlate pages||•||•|
|Moderate comments, views and dataset suggestions||•||•|
|See open data catalog (/browse) list of assets||•||•||•||•||•||•|
|Hide/Show assets on open data catalog||•||•|
|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*|
|Upload & own datasets||•||•||•||•|
|Create a draft / edit dataset draft||•||•||•||•|
|Publish a dataset draft||•||•||•|
|Delete a dataset||•||•||•|
|Enroll a dataset in archival (Enterprise only)||•|
|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|View an unpublished, private, or rejected pending view||•||•||•||•||•||•||•|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 changes to existing derived views||•||•||•||•||•||•||•||•|
|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.*
**A co-owner on an Open Data domain is equivalent to a collaborator on an Enterprise Data domain.**
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?".