Managing user access effectively is critical for maintaining data security and ensuring that the right team members have the appropriate level of control. In Polar you can assign users to predefined user roles, or create custom roles.
This article will walk you through:
The four default user roles in Polar Analytics and their permissions.
How to create and manage custom roles for more granular control.
Steps to assign and modify user roles in your workspace.
📚 Related Articles:
Default Roles
Polar offers four default user roles, each tailored to provide different levels of access and control within the workspace.
Role | View Content | Edit Reports/Views | Manage Users | Manage Connectors | Apply Filters |
Admin | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
Analyst | ✅ Yes | ✅ Yes | ❌ No | ❌ No | ✅ Yes |
Viewer | ✅ Yes | ❌ No | ❌ No | ❌ No | ✅ Yes |
Connector | ❌ No | ❌ No | ❌ No | ✅ Yes | ❌ No |
Summary of Permissions
View Content: Access to view all workspace content.
Edit Reports/Views: Ability to create and modify Custom Reports, Views, and Custom Metrics.
Manage Users: Permission to add, remove, and modify user roles.
Manage Connectors: Ability to add, modify, and remove data connectors.
Apply Filters: Ability to apply date ranges, breakdowns, and other available filters.
By assigning the right default role, you can ensure that each team member has access to the tools they need while safeguarding your workspace settings.
Custom Roles
For organizations that require more granular control over user access, Polar allows Admins to create custom roles with tailored permissions. This feature is particularly useful for companies managing complex reporting structures or larger teams.
Creating a Custom Role
Navigate to the Roles Tab: Go to the workspace settings and select the Roles tab.
Click on ‘Create New Role’: Assign a name and description for the role.
Set Content Creation Privileges: Allow or restrict users from creating folders, dashboards, and reports by toggling this option on or off.
Define Permissions: Select the specific Dashboards, Folders, or Reports the role can access and modify.
Choose Access Type:
All rights: Can view and edit content.
View only: Can view all content, without making changes. Can apply filters, including date ranges, views, and other available filters.
Assign the Role: Choose the users who should have this role.
Users assigned to a Custom Role will still be able to create and edit Custom Dimensions, and Custom Metrics.
Managing Custom Roles
After creating custom roles, you may need to modify or manage them as your organization’s needs evolve.
Find the Custom Role: Locate the custom role you want to manage.
Click on the Three Dots: Next to the role name, click the three dots (•••) to open the management options.
Choose an Action:
Edit Role: Modify the role’s permissions or update its name and description.
Duplicate Role: Create a copy of the role with the same permissions to use as a template for a new role.
Delete Role: Permanently remove the role if it is no longer needed.
Assigning Roles
After identifying the appropriate roles, it’s essential to correctly assign and manage these roles within your workspace.
How to Assign a Role
Go to Workspace Settings: Open the Settings menu in Polar Analytics.
Select the Users Tab: View all active users and their assigned roles.
Add or Edit a User:
To add a new user, click Invite User and select their role.
To change an existing user’s role, click the drop down next to their name and choose the appropriate role.
Save Changes: Ensure that any modifications to user roles are confirmed to maintain data integrity.
Managing User Access
Revoke Access: If a team member no longer requires access, you can easily remove their permissions from the same tab.
Modify Roles as Needed: As your team grows, periodically review and update assigned roles to ensure they align with current workflows.