B-Glass
Bethan Lister

User roles, permissions and access levels

Ticketclosed

Kesselfeld Software logo Kesselfeld Software · User roles, permissions and access levels

Tim Schröder asked for clarification on available user roles and their associated permissions so he could assign appropriate access to team members.

Priority normal

What happened

What this says

As at Fri 9 Oct 2026

Tim Schröder asked for clarification on available user roles and their associated permissions so he could assign appropriate access to team members.

Problem: Tim Schröder needed to understand available user roles and permissions before adding more team members. Handling: Bethan Lister explained three roles: viewers can see dashboards and ask questions, editors can build dashboards, admins manage users and connectors. Watch: Tim's repeated requests to add users suggest planned growth that indicates potential for a tier upgrade.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryaccess_permissions
Channelemail
First response (min)346
CSAT4
Helpdeskmade from

Trail

  1. Tim Schröder
    Public reply · Tim Schröder 17 Apr 2026 10:16
    Hi, quick question about roles. What permissions do we have available?
  2. Tim Schröder
    created · Tim Schröder 17 Apr 2026 15:08
    I need to add a few more team members to the brain with specific roles. Can you explain what each role can do so I can assign the right permissions?
  3. Bethan Lister
    Public reply · Bethan Lister 17 Apr 2026 20:54
    Hi Tim, Happy to help! We have viewer, editor, and admin roles. Viewers can see dashboards and ask questions, editors can build dashboards, and admins manage users and connectors. Which team members need what level? Thanks, Bethan
  4. Bethan Lister
    Status change · Bethan Lister 1 May 2026 14:33
  5. Status change · 5 May 2026 23:59
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