Users & Roles
User Types
There are three main types of users with different roles and permission levels in TURBOARD:
1. Viewer User:
Viewer users are the end recipients, the data readers and the consumers of the insights and data analytics that have been prepared by Designer users and presented to them in a digested summarized form – i.e. a digital e-mailed report, a dashlet, a dashboard or an entire showcase. Such users can be anyone in a decision-making position such as top managers, department managers, board members, customers, stakeholders, and/or business partners. So generally, they perform the largest portion of TURBOARD users, and are the ones who are attentive to receiving their reports and insights in a timely manner. A Viewer user is also referred to as “PRO-U” in TURBOARD’s terminology, and is basically the end user who observes TURBOARD’s rendered visualizations (reports, dashlets, dashboards and showcases) that a Designer user shares with him/her. As an advanced authorization feature for Viewer users, the data that is viewed can be restricted to certain values, or certain fields can be hidden in the shared visualizations for any selected user. This means that a Viewer user, with such restrictions, will only see the selected values in the shared visualizations, and/or prohibited from viewing the selected data cells. All such permissions and restrictions are determined by a Super Admin user.
2. Designer User:
Designer users’ main goal is to extract value from the data they have by conducting data analysis and data discovery to better understand the business and help decision-makers make better-informed decisions. They are the ones who are slicing and dicing the data and drilling down into dimensions to obtain valuable information and share it in time with Viewer users. So their interaction with the Viewer users are direct and they may receive feedback from them every now and then on how a dashboard can be improved as an example. Designer users can be data analysts, business analysts, project managers, business architects, business information managers, marketing or sales managers, or financial managers and analysts. A designer user is also referred to as “ENT-U” in TURBOARD’s terminology, and is basically the user who can create visualizations – i.e. prepare views, design dashlets, dashboards and showcases, then sharing them with other users, in addition to generating reports from the data sources shared with him/her.
3. Super Admin User:
A Super Admin user is responsible for developing and managing the framework within which TURBOARD operates. He/she is the backbone of the deployment and the one who ensures that the environment is set up correctly for other users. In other words, a Super Admin user manages the admin features, system settings and preferences, determines other users’ permissions and other setups under the “Administration” section, in addition to establishing the data connections. Such a user can be an IT manager, the server/s administrator, or the data warehouse responsible. This user is also referred to as “DSC-U” in TURBOARD’s terminology, and is called “Super Admin” as he/she also has designer/editor permissions as well (by default).
User Permissions and Authorizations
| Permission/Role | Super Admin DSC-U | Designer ENT-U | Viewer PRO-U |
|---|---|---|---|
| Add/Edit/View users, groups and their permissions | Yes | No | No |
| Add/Edit/View all settings and configurations under “Administration” section | Yes | No | No |
| Add/Edit/View/Share data sources | Yes | No | No |
| Add/Edit/View/Share data views, dashlets, dashboards, and showcases | Yes | Yes | No |
| View/Share dashlets, dashboards, and showcases | Yes | Yes | Yes |
| Export dashlets, dashboards, and showcases to external files such as (xlsx., pdf., docx., e-mail, etc.)✱ | Yes | Yes | Yes |
✱An optional permission that can be granted to/revoked from all types of users.
User Journey & Workflow Architecture
| Super Admin Users | ✅ Apply configurations, settings and determine preferences to control how TURBOARD platform shall generally work and look like, such as the general layouts (logos, themes), users’ permissions, system configuration settings, etc. ✅ Prepare data connections (data sources) and share them with Designer users. ✅ Can have a Designer user role as well. |
|---|---|
| Designer Users | ✅ Prepare data views from the shared data sources. ✅ Prepare dashlets from views, and share them with other Designer/Viewer/Public users. ✅ Prepare and design dashboards from prepared/shared dashlets, and share them with other Designer/Viewer/Public users. ✅ Prepare and design showcases from prepared/shared dashboards, and share them with other Designer/Viewer/Public users. ✅ Can view all shared visualizations as a Viewer user as well. |
| Viewer Users | ✅ View shared dashlets, dashboards and showcases.✱ |
✱Viewed data can be restricted to certain fields/filters, or certain data cells can be excluded from view according to given authorizations.
