Roles and Permissions
Vigilos uses a four-tier role system to control what members can do within an organization. Each role inherits the permissions of the roles below it.| Permission | Viewer | Member | Admin | Owner |
|---|---|---|---|---|
| View dashboards and insights | Yes | Yes | Yes | Yes |
| Create dashboards and insights | No | Yes | Yes | Yes |
| Manage connections | No | No | Yes | Yes |
| Manage semantic models | No | No | Yes | Yes |
| Manage team members | No | No | Yes | Yes |
| Manage integrations | No | No | Yes | Yes |
| Manage automations | No | No | Yes | Yes |
| Manage organization settings | No | No | No | Yes |
| Delete organization | No | No | No | Yes |
Every organization must have at least one owner. You cannot demote the last remaining owner or remove them from the organization.
Inviting Members
Enter invitation details
Provide the following:
- Email address - the email of the person you want to invite
- Role - select the role to assign (viewer, member, admin, or owner)
Send the invitation
Click Send Invitation. A unique invitation link is generated and sent to the provided email address.
Managing Members
Changing Roles
Admins and owners can change the role of any member in the organization:- Navigate to Settings > Team
- Find the member in the team list
- Select a new role from the dropdown
You cannot change your own role. If you need to step down as owner, assign another member as owner first, then have them change your role.
Removing Members
To remove a member from the organization:- Navigate to Settings > Team
- Find the member you want to remove
- Click the remove action and confirm
Best Practices
Use the principle of least privilege
Use the principle of least privilege
Assign the most restrictive role that allows a team member to do their job. Start with Viewer for stakeholders who only need to see dashboards, and use Member for analysts who need to create content.
Limit the number of owners
Limit the number of owners
Keep the Owner role to a small number of trusted administrators. Owners have full control over the organization, including the ability to delete it.
Use Admin for data team leads
Use Admin for data team leads
The Admin role is designed for data team leads who need to manage connections, semantic models, and team membership, but should not have full organizational control.