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.

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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.

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.

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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.

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