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OCTOBOARD USER ROLES

Octoboard User Roles

User roles - VIEWER - EXPERT - ADMIN

Octoboard supports 3 types of user roles. They differ by what they can do in Octoboard. This is the brief description of each role:

  • VIEWER can (a) view public dashboard URLs, (b) modify dashboard view settings (TV vs desktop).
  • EXPERT can do everything Viewers can, plus: (a) create, delete, modify dashboards, (b) manage application logins, (c) create public templates that are shared across user groups, (d) publish dashboards to user groups / clients, (e) create, modify, delete, schedule and send reports.
  • ADMIN can do everything Experts can, plus: (a) assign new administrators to own user groups, (b) create, modify, delete user groups, (c) add, remove users from own user groups / clients.

For more details about managing users, visit Multiple clients, users, app logins tutorial