Polar Analytics offers four different user roles, each with specific permissions: Admins, Analysts, Viewers, and Connectors.
Admin
Admins have full access to the workspace. They can:
View and edit all workspace content.
Create and modify Custom Reports, Views, and Custom Metrics.
Add and adjust filters, breakdowns, and date ranges.
Manage users and their permission levels.
Add, modify, and remove connectors.
Analyst
Analysts can access most workspace features but do not have user management permissions. They can:
View and edit all workspace content.
Create and modify Custom Reports, Views, and Custom Metrics.
Add and adjust filters, breakdowns, and date ranges.
Cannot manage users or connectors.
Viewer
Viewers have read-only access to the workspace, with some flexibility. They can:
View all workspace content.
Adjust date ranges and select different Views.
Cannot edit reports, metrics, or manage connectors and users.
Connector
Connectors have limited permissions and can only:
Add and manage data sources.
Cannot view or edit other workspace content.
By assigning the right roles, you can ensure team members have the appropriate level of access without compromising workspace settings.