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KPI Compass

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Settings

Roles & permissions

How access works across your workspace. Roles are hierarchical — Owner ≥ Admin > Editor > Reviewer > Viewer.

Owner

Full control, including billing and deleting the workspace.

Admin

Manages people, content, and settings — everything except deleting the workspace.

Editor

Creates and edits definitions, reports, and data sources.

Reviewer

Reads everything and can comment, but cannot edit.

Viewer

Read-only access to dashboards, definitions, and reports.

What each role can do

CapabilityOwnerAdminEditorReviewerViewer
Read & collaborate
View dashboards, definitions & reports
Comment & discuss
Export & download
Author & maintain
Create & edit definitions and reports
Connect & manage data sources
Run accuracy checks
Edit content they own (any status)
Govern
Approve & certify definitions/reports
Delete content
Reassign ownership
Administer
Manage members & roles
Manage billing & plan
Delete the workspace

Roles are assigned per member on the Users & teams page. Editors can always edit content they personally own, in any status.