Roles for collaboration in teams and client setups
Roles in an organization are assigned and managed by owners and admins.
Roles in Sandbank control who can access specific data, dashboards, settings, and features.
Available roles in Sandbank
- Owner: unrestricted access to everything.
- Admin: can administer organization, manage team, and control permissions.
- Editor: can work with data and dashboards and create reporting views.
- Viewer: can access data and dashboards for alignment and decision support.
These permissions apply unless owners and admins restrict access explicitly through Manage Access Rights.
There you can define which users and roles can access which data sources, data assets, and dashboards.
Owner
When you register a new account and create a new organization, you become its owner by default (unless you joined via invitation).
Owners have unrestricted rights in the organization.
Admin
Admins have almost the same rights as owners, except ownership transfer.
Only owners and admins can open and manage Administration.
Editor
Editors can work fully in data and dashboard areas.
This includes creating, updating, and deleting data sources, data assets, and dashboards, unless restricted by access control.
Viewer
Viewers cannot edit content. They can open the workspace and dashboards and interact using filters.
Inviting members into an organization
When owners or admins invite new members, they define the initial role as part of the invitation.
The invited user sees the role assignment in the invitation email.
How to apply roles in daily team operations
- Open Administration from the settings menu.
- In Team & Members, open the members table.
- Change roles for existing members via the role dropdown.
- Invite new members by email and assign their role directly during invite flow.
SANDBANK
Contact
We are happy to help and advise you, send an email to hi@sandbank.cloud.
Information about roadmap updates and submitting or voting on suggestions is available at /development.