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
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
Click on the Settings icon in the left menu.
Select User Management from the dropdown.
Click on the Roles tab.
2. Add a New Role
Click on "Add Role" at the top of the page.
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.
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