User Roles
The user role determines your access to capabilities and features inside the products included in your edition. Users are granted capabilities based on their assigned roles: Full, Basic, or Viewer.
Editions and User Roles
Edition | Description | User Roles |
|---|---|---|
Starter | Entry-level package with Designer Cloud, basic prep and blend, and connectivity options. | Full User (up to 10 users) |
Professional | Cloud or Hybrid solution with advanced prep and blend, advanced connectivity, developer tools, and add-ons. | Full User, Basic User |
Enterprise | A hybrid solution with advanced tools, automation, private connectivity, and enhanced security. | Full User, Basic User, Viewer |
The Basic User role is available in the Professional and Enterprise editions and provides access to a limited set of prep and blend tools and data connections.
Basic user roles don't have access to add-ons.
Professional and Enterprise Edition accounts can include a combination of Basic, Full, and other roles.
The Full User role is available via the Starter, Professional, and Enterprise editions.
Full Users can get access to advanced capabilities.
Full Users can get access to add-ons (if purchased).
Professional and Enterprise Edition accounts can include a combination of Basic, Full, and other roles.
Full Users don't have Admin privileges
Full Users can access basic prep and blend, and connectivity capabilities.
Starter Edition accounts only have access to the Full User role with a limit of 10 users on the account.
The Viewer role is unique and only available in the Enterprise Edition. Enterprise Edition accounts include an unlimited number of Viewer users.
This user role can view and run workflows, view Missions and Reports, and run Analytic Apps. However, the Viewer ability to create and modify workflows and assets is limited. For details, go to Viewer.
All editions have a Workspace Admin. These admins can access the Workspace Admin Console to perform administrative tasks like managing access, configuring the workspace, and adjusting security settings. Workspace Admins don't require an entitlement.
Professional and Enterprise accounts have an Account Admin. Account Admins can access the Account Admin Console to manage access, track usage, and inspect audit events. Account Admins do not require an entitlement.
Changing a user's role (for example, from a Full User to a Basic User) might impact their ability to create, run, or manage assets they previously owned or used.
Workflows using advanced tools might no longer run or be editable.
The user's scheduled jobs may pause or fail if the new role lacks necessary permissions.
Assets shared by the downgraded user remain in place, but ownership or access might need to be reassigned.
The user’s access to features like Designer Cloud, Data Connections, or APIs might be reduced.
All previously owned workflows and schedules remain intact.
The user immediately gains access to additional tools and capabilities.
No reconfiguration is typically needed unless assets were reassigned during a downgrade.
Best Practices
Export or back up critical workflows, schedules, and data before any changes.
Communicate role changes to affected users.
Review all scheduled tasks, especially those owned by users whose roles are changing.
Reassign ownership or permissions if required.
Test in a non-production workspace if possible.
Action | Data Loss Risk | User Impact | Recovery Option |
|---|---|---|---|
Edition Upgrade | None | Gains more features. | Immediate access. No recovery needed. |
Edition Downgrade | Low-Medium | Some features and apps are restricted. | Upgrade to restore. |
User Role Downgrade | Medium | Workflow and schedule access loss. | Reassign or upgrade. |
User Role Upgrade | None | Gains more feature access. | No recovery needed. |