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Platform
  • Welcome to Infinity - The Gen AI Platform for Business Intelligence
  • Interactive Quick Start Guide
  • Comprehensive User Guide
    • 1. Connecting Your Data
      • Uploading Files as a Datasource
      • Connecting to Databases and Cloud Data Sources
      • AI-Powered Context Generation Wizard
      • Managing Data Sources
      • Supported Data Connectors
    • 2. Charts
      • Creating Charts
        • AI Chart Builder
        • Drag-Drop Builder
        • Data Explorer
      • Chart Customization
        • Chart Configuration Basics
        • Intent and Its Role in Chart Generation
        • Modifying Selected Data Sources and Tables
        • Understanding and Editing the SQL Query
        • Changing the Chart Type
        • Modifying Data Components
        • Using Pivoting for Multi-Dimensional Analysis
        • Applying Filters
        • Customizing Chart with Advanced Editor Panel
          • Styles
            • Chart Background
            • Titles
            • Legend
            • Grid
            • X-Axis
            • Y-Axis
            • Secondary Y-Axis
            • Series
          • Sharing
          • Prompts
          • JS (Code Mode)
        • Using AI Chatbot for Quick Modifications
      • Featured Chart Examples
        • Line/Bar/Column/Scatter Chart
        • Combo Chart
        • Stacked Area/Bar/Column Chart
        • 100% Stacked Column/Bar/Area Chart
        • Pie Chart
        • Metric Chart
        • Bubble Chart
        • Geo Chart
        • Geo with Makers Chart
        • Sankey Chart
        • Histogram Chart
        • Annotation Chart (ToDo)
        • Table Chart
        • Tree Map Chart
        • Timeline Chart (todo)
        • Gauge Chart (todo)
        • Custom Charts
      • Managing Charts
      • Accessing Charts
      • Chart Actions
    • 3. Storyboards
      • Creating Storyboards
      • Storyboard Customization
      • Managing Storyboards
      • Accessing Storyboards
      • Storyboard Actions
    • 4. Feed Page
    • 5. Curated Page
    • 6. Beacons: Working with Unstructured Data
      • Beacon : Basics
      • Creating Beacons
      • Accessing Beacon Data
      • Managing Beacon
    • 7. User and Access Management
      • Inviting Colleagues
      • Approving Join Requests
      • Roles
      • Orgs
      • Distribution Lists
      • Layouts
    • 8. Site Customization
    • 9. Subscriptions
      • Scheduled Emails
      • Event Based Notifications (Alerts)
      • Managing Alerts and Scheduled Emails
    • 10. Profile and settings
    • 11. Making the Most of Infinity's AI-Powered Features
    • 12. Advanced Topics
      • Chart Variables
      • Custom Computes for Event Based Subscriptions
      • Drill-down or Reference Charts
      • Custom XLS Template
      • Custom PPT Template
      • Editing the Chart JavaScript
    • 13. Getting Additional Help
      • Video Resources
      • Best Practices
      • FAQs
        • Error while creating chart
        • User not able to access Charts
        • Unable to Create a DataSource
        • Hard Reset/Reloading the browser
      • Contact Support
  • Topics to address
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On this page
  • Creating a New Role
  • Available Permissions
  • Built-in Roles in Infinity
  1. Comprehensive User Guide
  2. 7. User and Access Management

Roles

In this article, we will explore the four built-in user roles within Infinity and how these roles can be used to control access to data and Infinity platform capabilities

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Last updated 3 months ago

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.

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.

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

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.