Assigning user roles for Socrata Perspectives is key to creating, managing and publishing stories. Each Socrata user has a role on their Open Data domain. That role defines the types of actions that a user can perform for each asset. For information on Socrata Open Data permissions, check out all of the Open Data user roles.
Domain Level Roles
When Perspectives is deployed on a domain, two roles become available for administrators to assign to users, Publisher+Perspectives and Editor+Perspectives.
The “Publisher” piece of that first role means that the user can perform all actions available to dataset publishers on the platform. Likewise, the “Editor” piece of the latter implies all permissions available to dataset editors. The “+Perspectives” piece means that these roles are able to create new stories and make copies of stories.
Please see the below matrix for details on each role and their permissions. Note that with regards to Perspectives, the Administrator role and Publisher+Perspectives role have the same rights, except for transferring ownership (which only administrators and story owners can do).
|Role-Level Permissions||Administrator||Publisher + Perspectives||Publisher||Editor + Perspectives||Editor|
|Create a new story||•||•||•|
|View all stories||•||•||•||•|
|Make edits to all stories||•||•||•|
|Publish edits to all stories||•||•||•|
|Make edits to shared stories||•||•||•|
|Publish edits to shared stories||•||•||•|
|Edit title and description||•||•||•|
|Hide/Show Story on Catalog||•||•||•|
|Make a copy||•||•||•|
Shared Access Levels
Shared access levels on a story include view, contributor, and co-owner. Any user who has a role on your domain can be given access to a story, this includes users without “+perspectives” roles.
The below matrix shows details for the rights given to a shared user based on each of three levels: Co-Owner, Contributor, and Viewer.
|View shared stories||•||•||•|
|Make edits to shared stories||•||•|
|Publish edits to shared stories||•|
|Edit title and description||•|
|Make a copy|