These are the Site Roles you are able to assign users of your workbook, dashboard on your server. This great feature allows you control of what you want your users or specific user to be able to do .

  • Viewer: Allows the user or group to view the workbook on the server, as well as add and view comments.
  • Interactor: Allows the user or group to view the workbook on the server, edit workbook views, apply filters, view underlying data, export images, and export data. All other capabilities are inherited from the user’s group and project permissions.
  • Editor: Allows all capabilities to the user or group.
  • Data Source Connector: Allows the user or group to connect to the data source on the server.
  • Data Source Editor: Allows the user or group to connect to the data source on the server and to publish, edit, download, delete, set permissions, and schedule refreshes for the data source.