Within the Intellistack Streamline platform, four distinct user roles—Admin, Manager, Builder, and Operator—define the permissions and capabilities of individuals, ensuring that each user has the appropriate access to perform their tasks effectively and maintain data security. In addition to the formal roles, an informal role exists for the end-user that accesses workflows and collaborates on contracts outside of the platform.
Today, we will explore each user's role in detail, outlining their responsibilities, privileges, and limitations, from the most to the least privileged role. We will also take a look at how User Groups will work.
Admin role
The Admin role functions as a Super Admin, possessing full access to all account creations and the ability to edit any aspect. They are uniquely authorized to connect and view data sources, as well as access account-level settings including billing, custom SSO, and security settings. Additionally, Admins can add and remove users, create groups, assign groups to projects, create datasets from data sources, initiate new projects, export the account's audit log, and view the account activity log.
Manager role
The Manager role plays a crucial role in overseeing daily activities and managing datasets, combining the responsibilities of both the Operator and Builder. Key functions include viewing, creating, editing, and deleting datasets, accessing the data catalog, adding datasets to projects, inviting users, and managing user groups while also viewing the audit log. However, Managers do not have the ability to connect or view existing data sources, nor can they access account-level settings such as billing, custom SSO, or security settings.
Builder role
Builder roles are responsible for creating and optimizing forms, documents, and workflows, possessing all the capabilities of an Operator as well. They can build and edit workflows, manage project settings, invite collaborators, and view associated datasets. They are, however, restricted from connecting to new data sources, viewing existing ones or creating and editing datasets. Other restrictions for Builders are that they cannot access account-level settings, including billing, custom SSO, or security settings.
Operator role
The Operator role’s main duty is to initiate project sessions for end users and monitor ongoing sessions. They have the ability to view accessible projects, see related session lists, and start new sessions. They can also perform data searches as part of an initiated workflow. Operators do not have access to the workflow builder and cannot make changes to a workflow configuration or view any datasets or data sources.
User groups
User groups offer a streamlined solution for Managers and Admins to grant specific access to projects for designated groups of users. When access is assigned, every user within the group receives permissions based on their assigned roles. For instance, if the HR group is granted access to the New User Onboarding project, all users within that group who hold the builder role will have the capability to edit the project and begin sessions.
In summary, the distinct user roles within our platform—Operator, Builder, Manager, and Admin—are essential for effectively managing project access and collaboration. Each role comes with specific responsibilities and limitations, ensuring that users have the appropriate access to perform their tasks while maintaining data security.
By understanding these roles, users can navigate the platform more efficiently and leverage its features to achieve their project objectives, ultimately contributing to the smooth and successful execution of projects.
