Role matrix
A complete overview of capabilities by user role. ✓ indicates the capability is available. – indicates it is not available.
| Capability | User | Admin | Designer | Embed Only |
|---|---|---|---|---|
| Sign in and use the platform | ✓ | ✓ | ✓ | ✓ (embed only) |
| Browse Search Views | ✓ | ✓ | ✓ | ✓ |
| Open Detail Views | ✓ | ✓ | ✓ | ✓ |
| Use text and custom filters | ✓ | ✓ | ✓ | ✓ |
| Sort search results | ✓ | ✓ | ✓ | ✓ |
| Navigate between views | ✓ | ✓ | ✓ | ✓ |
| Use the Watchlist | ✓ | ✓ | ✓ | – |
| Access Home workspace | ✓ | ✓ | ✓ | – |
| Manage own settings | ✓ | ✓ | ✓ | – |
| Create and edit users | – | ✓ | – | – |
| Manage Connectors and Endpoints | – | ✓ | – | – |
| View Audit Logs | – | ✓ | – | – |
| Create and edit Search Views | – | – | ✓ | – |
| Create and edit Detail Views | – | – | ✓ | – |
| Manage Groups and access | – | ✓ | ✓ | – |
| View Relationship Diagram | – | – | ✓ | – |
| Delete Views | – | ✓ | ✓ | – |