Roles and permissions in Chartbeat

Every Chartbeat user has a role which determines their level of access to your organization's data and determines which actions they can take on Chartbeat.

 

ROLES

Owner

Owners are the primary managers of their Chartbeat organization. They have the highest level of permissions and therefore are allowed additional privileges which other users do not have access to. Owners have access to all tools included in their plan, and data for all of their organization’s sites. Owners are the only users who can add new sites and manage their organization’s existing site settings.

Admin

Like owners, admins have access to all tools included in their plan, and data for all of their organization’s sites. They can also invite new users to their organization, manage member permissions, and promote/demote other admins.

Member

Members get access to sites and tools granted to them by their organization’s admins. This is the default role for all users. Learn more about managing user permissions.

 

PERMISSIONS

✔  Available by default

╍   Available based on access assigned by an Organization Owner or Admin

 

Organization Management

 

Owner

Admin

Member

Change a user's name**

 

Change user email addresses**

 

Invite new members

 

Deactivate a member's account

 

Delete a member’s account

 

 

 

Promote an Admin

 

Demote an Admin

 

** On another person’s behalf

 

Dashboard Management

 

Owner

Admin

Member

Add and Remove Sites

   

Create Multi-Site Views

 

Edit Multi-Site Views

 

Remove Multi-Site Views

 

 

Data Access/Management

 

Owner

Admin

Member

See site data

Run Headline Tests

Grant access to Site and Multi-Site data

 

Remove access to Site and Multi-Site data

 

Grant access to Publishing Tools

 

Remove access to Publishing Tools

 

 

 

 

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