In this Article:
- Introduction
- Overview
- User Management Permissions
- Data Access Permissions
- Modifying Role Permissions
Introduction
Managing user roles and permissions is essential for maintaining security, efficiency, and collaboration within DvSum Data Insights. The Default Roles Access Matrix outlines the permissions assigned to each default role—Owner, Admin, Editor, and User—across various modules such as Administration, Data Dictionary, and Field Dictionary.
This guide helps you understand how each role interacts with different features, ensuring that users have the appropriate access to perform their tasks effectively.
Overview
DvSum Data Insights provides four default user roles, each with predefined permissions:
| Role | Description |
| Owner | Has full control over all system configurations, user management, and data access. |
| Admin | Can manage users, configure settings, and oversee data operations but cannot transfer ownership. |
| Editor | Can modify data assets, manage records, and update metadata but cannot change system settings. |
| User | Has read-only access to reports and dashboards with limited interaction capabilities. |
Note:
- Admins should carefully assign roles to maintain data security.
- Editors can modify and manage data but do not have admin privileges.
- Users should be assigned for view-only purposes.
Access Permissions Breakdown
To better understand how each role interacts with DvSum Data Insights, refer to the breakdown below:
User Management Permissions:
| Feature | Owner | Admin | Editor | User |
| Add/Edit Users | Yes | Yes | No | No |
| Assign Roles | Yes | Yes | No | No |
| Remove Users | Yes | Yes | No | No |
Data Access Permissions:
| Feature | Owner | Admin | Editor | User |
| View Reports | Yes | Yes | Yes | Yes |
| Edit Data Assets | Yes | Yes | Yes | No |
| Manage Data Dictionary | Yes | Yes | Yes | No |
Modifying Role Permissions
- While DvSum provides default roles, Admins can modify permissions based on organizational needs.
How to Modify User Roles:
- Log in as an Admin or Owner.
- Navigate to Manage Account > User Management.
- Select the user whose role you want to update.
- Click Edit Role and assign the desired permissions.
- Click Save Changes. Changes take effect immediately.
This matrix is a valuable resource to help you understand how each role interacts with different features and actions, ensuring users have the appropriate access to perform their tasks effectively. You can explore the matrix in detail by downloading the Excel file provided.
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