In SDM, the user management system provides teams with roles and permissions, allowing for more granular control over user access within your account. Admins can manage users' access to entire modules or specific objects within those modules.
Definitions
- Modules: Data Sources, Metrics, Publisher, Frameworks
- Objects: Specific items within each module
- Data Sources objects: Data sources
- Metrics objects: Metrics
- Publisher objects: Reports and dashboards
- Frameworks: Access is given to the whole framework, as it does not contain specific objects
Role Types
- Global admin
- Can create new users, manage their roles, deactivate / reactivate users.
- Has module admin permissions on all modules.
- Module admin
- Can add / remove and manage user roles within their module.
- Can edit, assign tasks, create new objects.
- Contributor, this role can be assigned to an entire module or specific objects
- Can edit and assign tasks on objects.
- Viewer, this role can be assigned to an entire module or specific objects
- Has read-only access to objects.
- No role
- Does not have access to a module
Users Page
Global admins can access the user management system from the Users page, located at the bottom of the left-hand navigation menu.
- Global admins: inherently admins in all modules, their roles in each module are not editable. To assign or unassign a global admin, click the "More" icon [...], and select "Set as global admin" or "Revoke global admin".
- Viewer or Contributor: users assigned the Viewer or Contributor role in a module have that role applied across the entire module.
- Object roles: When a user has access to specific objects (but not all) within a module—such as Viewer and Contributor roles—the number of objects they can access will be displayed next to the Object Roles label.
- Setting object roles: Object level roles can be managed from each object's page
Detailed Permissions per Role and Modules
Data Sources | Global Admin | ||||
Role | No Role | Viewer | Contributor | Admin | |
Access | Module | Module or Objects | Module or Objects | Module | (All modules) |
| View data | No | Yes | Yes | Yes | Yes |
| View logs | No | Yes | Yes | Yes | Yes |
| Add/ edit / delete/ save data | No | No | Yes | Yes | Yes |
| View/ add/ edit / delete/ save data through a task assigned to them | Yes | Yes | Yes | Yes | Yes |
| Edit the data source's general and collection information | No | No | Yes | Yes | Yes |
| Edit the data source's structure | No | No | Yes | Yes | Yes |
| Create tasks | No | No | Yes | Yes | Yes |
| Assign users to tasks and has access to Task Manager | No | No | Yes | Yes | Yes |
| Create data sources | No | No | No | Yes | Yes |
| Archive data sources | No | No | No | Yes | Yes |
| Delete data sources | No | No | No | Yes | Yes |
| View a specific data source's user list | No | Yes | Yes | Yes | Yes |
| Add / remove a user from a specific data source | No | No | No | Yes | Yes |
| List Manager - View all the lists | No | Yes | Yes | Yes | Yes |
| List Manager - Create / edit / delete lists | No | No | No | Yes | Yes |
Metrics | Global Admin | ||||
Role | No Role | Viewer | Contributor | Admin | |
Access | Module | Module or Objects | Module or Objects | Module | (All modules) |
| View ready metrics | No | Yes | Yes | Yes | Yes |
| View archived metrics | No | Yes | Yes | Yes | Yes |
| Export the list of all Metrics in .xlsx with their metadata (methodology, description, etc.) | No | Yes | Yes | Yes | Yes |
| Export the Metric output table in .xls or .csv | No | Yes | Yes | Yes | Yes |
| Use the Public API to export the Metric in .json and .csv | No | Yes | Yes | Yes | Yes |
| Edit the Metric's general information | No | No | Yes | Yes | Yes |
| Edit the Metric's description and methodology | No | No | Yes | Yes | Yes |
| Manually "update" a Metric | No | No | Yes | Yes | Yes |
| Create / edit / duplicate a Simple Metric | No | No | No | Yes | Yes |
| Toggle the auto-update | No | No | No | Yes | Yes |
| Archive a Metric | No | No | No | Yes | Yes |
| Unarchive a Metric | No | No | No | Yes | Yes |
| View a Metric's user list | No | Yes | Yes | Yes | Yes |
| Add / remove a user from Metric's module | No | No | No | Yes | Yes |
Publisher | Global Admin | ||||
Role | No Role | Viewer | Contributor | Admin | |
Access | Module | Module or Objects | Module or Objects | Module | (All modules) |
| View / preview reports / dashboards | No | Yes | Yes | Yes | Yes |
| Export PDF | No | Yes | Yes | Yes | Yes |
| View versions | No | Yes | Yes | Yes | Yes |
| View and write comments | No | No | Yes | Yes | Yes |
| Restore a version | No | No | Yes | Yes | Yes |
| Add / edit page elements/structure | No | No | Yes | Yes | Yes |
| Publish reports / dashboards | No | No | Yes | Yes | Yes |
| Edit report / dashboard's settings | No | No | Yes | Yes | Yes |
| Create indicators | No | No | Yes | Yes | Yes |
| Create / duplicate reports / dashboards | No | No | Yes | Yes | Yes |
| Archive reports / dashboards | No | No | No | Yes | Yes |
| Delete reports / dashboards | No | No | No | Yes | Yes |
| Duplicate a simple metric | No | No | No | Yes | Yes |
| View a report or dashboard's user list | No | Yes | Yes | Yes | Yes |
| Add / remove a user from a report / dashboard | No | No | No | Yes | Yes |
Legacy Customers
If you are a legacy customer, the existing Users module will remain active in parallel. You can access it through the Tools waffle menu on the top-right corner of any legacy page to continue managing the legacy Data and Indicators modules.
If you have any questions or need further assistance, please do not hesitate to contact your account manager or project team.