Teams and Permissions

Teams and Permissions

Introduction to Teams

In Panoply, permissions are managed by placing users on teams. There are three default teams: Viewers, 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.

Teams and Permissions

Admins are responsible for user maintanence, which they can do via the Users page. See Adding a User section for instructions.

For new viewers, we need to provide access to specific tables. See Adding a Viewer to a Table for more information.

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

Area Admins Editors Viewers
users view/use no no
jobs view/cancel view/cancel no
tables create/view/write/delete/drop create/view/write/delete/drop view*
data sources create/view/change/delete create/view/change/delete no
tables screen create/move folder create/move folder no
workbench create/delete/edit/run queries create/delete/edit/run queries run queries*
bi connect yes yes no

* Viewers can only view or query tables they have been granted permissions to view.

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 Users 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 Users.
  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 last login is listed as “Invitation sent” until the user accepts the invitation.

Revoking Permissions

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

To revoke permissions from a specific user:

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

Admins can revoke permissions for a user even if the invited user has created an account.

Adding a Viewer to a Table

Prerequisite: Before you can add a Viewer to a table, an Admin must add the user to the Viewers team and the user must accept the invitation.

To provide a Viewer with read-only access to a table:

  1. Click Tables and locate a table you want to add a Viewer to.
  2. Click the menu icon and select Manage Viewers.
  3. Find the name of the Viewer who should have access to the table.
  4. Set the toggle to Can View and click Save Changes.
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