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Managing roles & permissions

About Roles & Permissions

Sisu offers three types of user roles to control what your users can see and edit:

  1. Administrators
  2. Members
  3. Custom Roles

Each role has different permissions, which simplifies, controls, and streamlines how you manage access to data in Sisu.

The permissions per role are described below.

RolePermissions
AdministratorsAccess and analyze all public and restricted data sources. Add and share restricted data sources and share them with any custom roles. Create and manage custom roles to manage access to restricted data sources (Check out our step-by-step instructions on creating custom roles in Sisu.) Invite new users to Sisu.
MembersAccess, analyze, and add public data sources only.
Custom RolesAccess and analyze public data sources, and also restricted data sources that administrators have shared with the user. Add and share restricted data sources and share them with others who have the same custom role permissions.

Creating a New Custom Role

To create a custom role:

  1. Go to: Profile Menu > Admin Settings

    assets/Select_Admin_Settings.png

  2. Select Roles and permissions, then click Create a role.The Create a custom role modal will be displayed.

  3. Name the custom role.

  4. Select Members to assign to the custom role.Select the restricted Data Source(s) all Members within the role will be able to access.

  5. Click Save Role.

Managing a Custom Role

To manage a custom role:

  1. Go to: Profile Menu > Administration

assets/Select_Admin_Settings.png

  1. Select Roles and permissions, then click Manage next to the custom role you wish to edit.The Manage a custom role modal will be displayed.

assets/Manage_Custom_Role.png

  1. Make the necessary edits, then click Update Role.

Inviting a New User to Sisu

To invite a new user to Sisu:

  1. Go to: Profile Menu > Administration

assets/Select_Admin_Settings.png

  1. Select Members, then click Invite Members. The Invite members to Sisu modal will be displayed.

assets/Invite_Members.png

  1. Enter the email address or addresses that you wish to invite to Sisu. Separate addresses with a comma or use the return key.

For security reasons you can only invite people with email addresses within your organization’s domain.

If you need to invite someone outside of your domain, please contact [email protected] for assistance.

  1. Select the role or roles you wish for this member(s) to have.
  2. Click Invite members to Sisu. The new members will receive an invitation email, and can complete the sign-up process from there.The new member will be listed in your Members list with the label “Pending invite”.

assets/New_members_listed.png

The new member will be listed in your Members list with the label “Pending invite”.

Managing Users

Admin users can control settings and permission for existing users.

Viewing a User’s Settings

To view an existing user’s settings:

  1. Go to: Profile Menu > Administration

    assets/Select_Admin_Settings.png

  2. Select Members, then click View next to the user you wish to view. The member’s details modal will be displayed. From this modal you can view the Roles the user is assigned to, and the data sources the user has access to, which is controlled by the settings for the role.

    assets/View_Member.png

Changing a User’s Role

All users automatically are assigned the “Member” role.

Admin users can add or remove any Custom Role for a user by adding or removing the user from the Custom Role.

To add or remove a Custom Role from a User:

  1. Go to: Profile Menu > Admin Settings

    assets/Select_Admin_Settings.png

  2. Select Roles and permissions, then click Manage next to the custom role you wish to edit. The Manage a custom role modal will be displayed.

    assets/Manage_Role.png

  3. In the Members section, add or remove the user from this custom role.

  4. Click Update Role.

Removing a User

To remove a user from Sisu:

  1. Go to: Profile Menu > Administration
  2. Select Members, then click Remove next to the user you wish to remove.****