Roles and Permissions
Understanding user roles and what each role can do in Kogenta Connect.
Every user in Kogenta Connect is assigned a role within their organization. Roles determine what actions a user can perform across the platform.
Roles
There are three roles:
Admin
Full access to organization settings and all features. Admins can manage team members, configure organization branding, and control all workflows, dashboards, and data sources.
Analyst
Can create and edit workflows, manage data sources, and work with dashboards. Analysts are the primary builders of data pipelines and visualizations.
Viewer
Can view dashboards and run existing workflows. Viewers consume the analytics that admins and analysts create, but cannot modify workflows or data source configurations.
Permissions by feature
| Feature | Admin | Analyst | Viewer |
|---|---|---|---|
| View dashboards | Yes | Yes | Yes |
| Create and edit dashboards | Yes | Yes | No |
| View workflows | Yes | Yes | Yes |
| Create and edit workflows | Yes | Yes | No |
| Run workflows | Yes | Yes | Yes |
| View data sources | Yes | Yes | Yes |
| Manage data sources | Yes | Yes | No |
| Manage team members | Yes | No | No |
| Send invitations | Yes | No | No |
| Organization settings | Yes | No | No |
Managing roles
Organization admins can invite new users and assign roles through the Settings > Team Management section. When inviting a user, you select the role they should have. Roles can be changed later by any admin.