# Roles

**Managing Roles in Infinity**

Roles in Infinity define user access and permissions, ensuring users have the appropriate level of control based on their responsibilities. Administrators can create and assign roles to manage access efficiently.

***

### **Creating a New Role**

Follow these steps to create a new role in Infinity:

#### **1. Navigate to Roles Management**

1. Click on the **Settings** icon in the left menu.
2. Select **User Management** from the dropdown.
3. Click on the **Roles** tab.

<figure><img src="/files/HgpuP0u4GeDDCpyXfl94" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/9Z8D1SFi8dt3jC7zEBIp" alt=""><figcaption></figcaption></figure>

#### **2. Add a New Role**

1. Click on **"Add Role"** at the top of the page.
2. Enter a **Role Name** and an optional **Description**.

<figure><img src="/files/VtVzq9ojViDv1nK4dOwj" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/lNKUgwAkm4EYLI2bWbA4" alt=""><figcaption></figcaption></figure>

#### **3. Assign Permissions**

* Select the appropriate permissions for the role from the available categories.
* Permissions define what users can access and modify within Infinity.
* Shown below is the table with all the available permissions

<figure><img src="/files/10bDqux7uKomvh1lo5wo" alt=""><figcaption></figcaption></figure>

#### **4. Assign a Layout**

* A **layout** defines the interface and custom curated page to a user with this role.
* Choose from pre-defined layouts or create a custom one.

#### **5. Save the Role**

* Click **"Save"** to finalize the role.
* The new role will now be available for assignment to users.

***

### **Available Permissions**

#### **Administration Permissions**

| **Permission**                | **Description**                                            |
| ----------------------------- | ---------------------------------------------------------- |
| **Storyboard**                | Control access to creating and managing storyboard.        |
| **Charts**                    | Control access to creating and managing charts.            |
| **Manual Builder**            | Enables manual (drag-drop\_ chart builder.                 |
| **Explorer**                  | Grants access to the SQL data explorer.                    |
| **Beacons**                   | Create and manage beacons and their configurations.        |
| **Subscription & Payments**   | Access and manage billing and payment settings.            |
| **Users**                     | Manage user accounts, including adding and removing users. |
| **Roles**                     | Create and manage user roles and associated permissions.   |
| **Organizations**             | Define and manage organization structures.                 |
| **Distribution Lists**        | Create and manage user distribution lists.                 |
| **Join Requests**             | Approve or reject user join requests.                      |
| **Layouts**                   | Customize user interface layouts.                          |
| **Computes**                  | Manage compute processing and analytics.                   |
| **Scheduled Emails**          | Set up and manage automated email reports.                 |
| **Event-Based Subscriptions** | Configure event-driven alerts and notifications.           |
| **Datasources**               | Manage access to data sources.                             |

#### **Login Permissions**

| **Permission**  | **Description**                                             |
| --------------- | ----------------------------------------------------------- |
| **Proxy Login** | Enables administrators to log in on behalf of another user. |

#### **Storyboard Permissions**

These permissions control what actions users can take in the storyboard section through the **three-dot menu options**.

| **Permission**   | **Description**                                           |
| ---------------- | --------------------------------------------------------- |
| **Pin**          | Allows users to pin storyboards for quick access.         |
| **Copy**         | Grants permission to duplicate storyboards.               |
| **Download XLS** | Enables downloading storyboard data in XLS format.        |
| **Download PPT** | Allows exporting storyboards as PowerPoint presentations. |
| **Download PDF** | Grants permission to save storyboards as PDF files.       |
| **Share**        | Allows users to share storyboards with others.            |

#### **Chart Permissions**

These permissions control what actions users can take in the chart section through the **three-dot menu options**.

| **Permission**   | **Description**                                      |
| ---------------- | ---------------------------------------------------- |
| **Pin**          | Allows users to pin charts for quick access.         |
| **Copy**         | Grants permission to duplicate charts.               |
| **Download XLS** | Enables downloading chart data in XLS format.        |
| **Download PPT** | Allows exporting charts as PowerPoint presentations. |
| **Download PDF** | Grants permission to save charts as PDF files.       |
| **Information**  | Provides metadata and details about charts.          |
| **Feedback**     | Enables users to leave feedback on charts.           |
| **Share**        | Allows users to share charts with others.            |

#### **Feed Permissions**

| **Permission** | **Description**                                         |
| -------------- | ------------------------------------------------------- |
| **Basic Feed** | Grants access to basic data feeds.                      |
| **Delta Feed** | Enables access to delta-based (incremental) data feeds. |

#### **Search Permissions**

| **Permission**                | **Description**                                     |
| ----------------------------- | --------------------------------------------------- |
| **Global Search Tab - Basic** | Provides access to the basic global search feature. |
| **Global Search - Advanced**  | Grants access to advanced search functionality.     |

#### **Chat Bot Permissions**

| **Permission**    | **Description**                              |
| ----------------- | -------------------------------------------- |
| **Basic Chat**    | Grants access to the basic chatbot features. |
| **Advanced Chat** | Enables advanced chatbot functionalities.    |

***

### **Built-in Roles in Infinity**

Infinity comes with **four built-in roles** that offer different levels of access:

| **Role**   | **Description**                                                                                                                                 |
| ---------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| **Viewer** | Can only **view** charts and storyboards. Cannot create or copy them. Has access to **basic feed, chat, and search** (if included in the plan). |
| **Editor** | Can **create** and edit content such as charts and storyboards.                                                                                 |
| **Owner**  | Has **full control** over the system, including **billing and subscription management**.                                                        |
| **Admin**  | Has access to **everything except billing and subscription management**.                                                                        |

***

These permissions and roles ensure that users only access the features necessary for their responsibilities, maintaining security and efficiency within Infinity.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.getinfinity.app/user-guide/comprehensive-user-guide/7.-user-and-access-management/roles.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.