Roles and Permissions

Understanding our roles and permissions system

You’d be surprised how often we hear things like, “Why can’t I see X if I have all the roles?” or “What am I missing?”.

In this article, we’ll walk you through the usual places to check when you can't access certain data...even though it seems like you should be able to see it.

User Management Roles

Many permission-related issues can often be resolved on the User Management page. To view the roles assigned to a specific user, simply search for their name and open the Roles column.

By default, users are assigned the Member role; however, this is just a starting point. To grant a user additional access within the platform, you will need to assign more roles by selecting them from the drop-down menu.

If you're unsure about which roles to assign, please refer to our documentation for guidance.

Workspace Administration Roles

In order to add or remove roles regarding Workspace you need to go to the Workspace Administration tab:

Here you will be able to manage roles regarding workspace access, make sure you check out our documentation to see what specific roles do.

Always make sure that your organization is also added in the Collaborators tab. This ensures that your organization has full access to this workspace!

Request Settings 

If your team is trying to access a requests data ( uploaded data, statistics or even members ) but is getting denied access to, make sure you check the Request Settings option. This option can be found right after you select a request from a specific Project.

In this page you will be able to manage which organizations should have access to this request's data.

Summary:

If you’re running into issues where certain data isn’t showing up even though it feels like you have all the right roles, you should totally take a look at the most common places to check that are error prone:

• User Management Roles: Check what roles a user has and assign additional ones if needed.

• Workspace Administration: Make sure the right roles and organizations have access to the workspace.

• Request Settings: Even with the right roles, users won’t see request data unless their organization is explicitly granted access.

If even after following the tips in this article you are unable to access a specific resource make sure to contact our support team at support@kognic.com and we will help you getting the access you need!