Octoboard user roles

Knowledge Base

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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.

Administrator(s) of the main group (default group created in your Octoboard account) can create, modify, delete users in all other groups in the system.

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

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