User Management

Role Types

There are 4 user roles within Relevance AI's platform.

Guests

  • Can view the data within a shared dashboard
  • Can use the shared dashboard and make modifications to the dashboard configuration. However, the modifications are not permanent and will disappear as soon as they close the webpage
  • They do not need to sign up to the Relevance AI platform

Please read more about how to share a dashboard with a guest user at Share a dashboard

Viewers

  • Can view data and dashboards
  • Cannot modify data or dashboards
  • They need to sign up to the Relevance AI platform

Please read more about how to add a user with viewer permission at Granting access to peers.

Editors

  • Can view and edit data
  • Can view and edit dashboards
  • They need to sign up to the Relevance AI platform

Please read more about how to add a user with edit permission at Granting access to peers.

Administrators

  • Can create, modify and delete datasets and dashboards
  • Can invite people to projects and grant different access types to them
  • Can assign administrator rights to new users
  • Can remove people from projects
  • They need to sign up to the Relevance AI platform

Please read more about how to add a user with edit permission at Granting access to peers.

GuestViewerEditorAdmin
Sing up requiredx✓✓✓
View data✓✓✓✓
Edit dataxx✓✓
View dashboard✓✓✓✓
Edit dashboardxx✓✓
Add a dashboardxx✓✓
Add/Remove a userxxx✓
Create a datasetxxx✓
Delete a datasetxxx✓
Define a new adminxxx✓

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