# 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.

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### **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.

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#### **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**.

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#### **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

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#### **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.

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### **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.    |

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### **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.