Teams and Permissions

Teams and Permissions

In Panoply, permissions are managed by placing users on teams. The default teams are Editors and Admins. The database owner is assigned to the Admins group, and all other users are initially assigned to the Editors group. The database owner cannot be deleted. If you need to change the database owner to another user, please contact Panoply Support.

Editors can:

  • Edit and drop views and tables that they created

Admins can:

  • Edit and drop views and tables, including ones they did not create
  • View the Payment and Teams pages
  • Invite users

Here is a full breakdown of what each team can do.

Area Action Editors Admins
teams view page no yes
teams use no yes
jobs view page yes yes
jobs cancel job no yes
tables create yes yes
tables read yes yes
tables write yes yes
tables delete from table yes yes
tables drop yes yes
sources create yes yes
sources view yes yes
sources change yes yes
sources delete yes yes
query log view page yes yes
tables screen create folder yes yes
tables screen move to folder yes yes
analyze create view yes yes
analyze delete view yes yes
analyze edit view yes yes
analyze run a query yes yes
db connection details view yes yes
alerts view yes yes
alerts create yes yes
alerts change yes yes
materialize   yes yes

A user can belong to more than one team, and is granted the most permissive actions available to that set of teams. For example, a user who is on both the Editors team and the Admins team can view and use the Teams page.

Adding a User

Users on the Admins team can invite new users to the data warehouse.

To add a user to your data warehouse:

  1. Click Teams.
  2. Under the appropriate team, enter the user’s email address, and then click Add.
    This sends an invitation to join your data warehouse.

An invited user’s email address is followed by (Invited) until the user creates a Panoply account.

Revoking Permissions

Admins can remove users from teams, which revokes those users’ permissions.

To revoke permissions from a specific user:

  1. Click Teams.
  2. Click the trash can icon next to the user whose permissions you want to revoke.
  3. Click Yes to revoke this user’s permissions and remove the user from the data warehouse.

Admins can revoke permissions for a user regardless of whether the invited user has created an account.

Custom Permissions

Please contact support to make permissions changes that are not yet available through the Teams page.

Upcoming Functionality

Our product roadmap includes the ability to create custom teams, the addition of a view-only team, and the ability to grant selective permissions at the table level.