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Roles in Klaritics determine what each person on your team can see and do. A role is a bundle of permissions that controls access to analytics modules, dashboard management, and administrative actions. Assigning the right roles keeps sensitive data secure while letting analysts and stakeholders get their work done.

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Why roles matter

Without roles, every user would have the same level of access. Roles let you:
  • Limit who can create or delete dashboards
  • Control who can manage event taxonomy and integrations
  • Decide who can invite new users or change billing settings

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Common role concepts

Most teams design roles around three levels of access. These are patterns, not fixed system names, so you can adapt them to your organization.

Admin

Full access to all modules, user management, and system settings. Typically reserved for platform owners.

Analyst

Can create analyses, build dashboards, and configure widgets. Cannot manage users or system-level settings.

Viewer

Can view dashboards and analyses shared with them. Cannot create or edit content.

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How to assign roles

Roles are assigned when you invite a user or when you edit an existing user account. Each user must have exactly one role. If someone needs broader access, change their role in the user settings.
Changes to a role take effect immediately. Users do not need to log out and back in.

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Next steps