# User roles
> Learn about the different user types in Holistics and how they can help you streamline your workflow
## Roles in Holistics
There are four user roles in Holistics:
- **Admin**: Has all privileges of other roles, plus the ability to manage users, data sources, billing,... and impersonate other users.
- **Analyst**: Can create & edit reports, dashboards, data models and datasets on the data sources shared with them. Analysts cannot manage users, or connect new data sources.
- **Explorer**: Can view and explore datasets & dashboards that are shared with them. Explorers can create and edit dashboard when granted appropriate permission or in personal workspace.
- **Viewer (Business User)**: Can only view reports and dashboards that are shared with them.
For more information on the difference between these roles, [please click here](#role-permissions-matrix).
## Role permissions matrix
All permissions of each role are listed below to help you decide which role to assign.
**CRUD**: Create, Read, Update and Delete
Holistics Permission Matrix : v4.0
Description
Viewer
Explorer
Analyst
Admin
Data source
CRUD and manage data sources (access, connection credentials, etc.)
❌
❌
❌
✅
SQL Editor
Access SQL Editor and Write Adhoc Queries
❌
❌
✅
✅
Execute adhoc queries in SQL Editor
❌
❌
✅ if data source is shared
✅
Data Model
Access Development workspace
❌
❌
✅
✅
CRUD data models
❌
❌
✅
✅
Preview/Retrieve data from Models/Datasets/Reports in Modeling
❌
❌
✅ on shared Data Sources only
✅
Integrate with Git:
Connect to new Git Repository
Disconnect the current External Git Repository
❌
❌
✅
✅
Restore to the Previous Version
❌
❌
✅
✅
Deploy to Production
❌
❌
✅
✅
Dataset
View Dataset in team workspace
Explore Dataset, and Widgets generated from this dataset
Create Widgets and Filters from this dataset
CRUD Business Calculations
❌
✅ if dataset is shared
✅ if its data source is shared, or dataset is shared
✅
CRUD and manage datasets (including managing data models, relationships, user access and row-level permission rules)
❌
❌
✅ if its data source is shared
✅
View custom field's definition and generated SQL
❌
❌
✅ if its data source is shared, or dataset is shared
✅
Folder
View any folder and its child resources (folders, dashboards)
✅ if the folder is shared
✅ if the folder is shared
✅ but can't see the widget data if its data source is not shared with them
✅
Create, Update, Delete folder and its child folders/reports/dashboards
❌
✅ if the folder is shared with Edit permission
✅
✅
Dashboard
Create dashboard
❌
✅ in personal workspace, or folder is shared with Edit permission
✅
✅
View any dashboard in team workspace
Interact with Dashboard (Filter, Cross-filter, Drill, be drilled to)
Export
✅ if the dashboard is shared
✅ if the dashboard is shared
✅ but they can only see the widget data if its data source or dataset is shared with them
✅
Edit dashboard's meta data (title, description)
❌
✅ If the user is the dashboard owner or is granted Edit permission
✅
✅
Lock dashboard
❌
❌
✅ if user is dashboard owner
✅
CRUD filters
❌
✅ If the user is the dashboard owner or is granted Edit permission
✅ if its datasource / dataset is shared
✅
CRUD widgets
❌
✅ If the user is the dashboard owner or is granted Edit permission
✅ if its datasource / dataset is shared
✅
Copy & Move dashboard/widget
❌
✅ in personal workspace only, or shared Edit permission on dashboard & destination folder
✅ between personal and team workspace
✅ between personal and team workspace
Explore a widget
❌
✅ If its dataset is shared
✅ If its data source / dataset is shared
✅
Share access with other users
❌
✅ in personal workspace only
✅
✅
CRUD Data Schedules and Shareable Links
❌
❌
✅
✅
CRUD Data Alerts
❌
❌
✅
✅
CRUD Embedded Analytics
❌
❌
❌
✅
Edit Cache Settings
❌
✅ if user is dashboard owner or is granted Edit permission
✅
✅
Enable / disable Drill-through / Cross-filtering
❌
✅ if user is dashboard owner (only 3.0 dashboard)
✅
✅
Admin Management
Workspace settings, Billing, etc.
❌
❌
❌
✅
Invite and manage Users, User Attributes
❌
❌
❌
✅
Log in as another user (Impersonation)
❌
❌
✅ See usage notes for more details.
✅ See usage notes for more details.
Holistics As-code (4.0)
Access Data Modeling layer
❌
❌
✅ All Analysts
✅
CRUD operations include: create, read, update and delete
## Edit user role
To edit a user's role, from **User Management Dashboard**:
1. Click *Edit*.
2. Select the new role from the dropdown box.
3. Click *Submit*.