User Roles and Permissions

User Roles

The Knowledge Tier supports four user roles:

Administrator

The Administrator role has full access to all areas and functionality in the Knowledge Tier, and can create user accounts. This role should be assigned to a limited number of users.

Business Admin

The Business Admin role has the same permissions as an Author, but can also add, edit and delete categories and category values.

Author

The Author role has full access to all assets, but no access to sites, accounts or categories.

Viewer

The Viewer role has read-only access to all assets and no access to sites, accounts or categories. Viewers cannot see options that they do not have permission to, such as the Add icon for adding assets or the Edit icon to edit assets.

NOTE: Administrators have the permissions to change a user’s role. Refer to Change User Role for more information.

API User

For the API to programmatically perform tasks for a tenant, our team must configure an API User account for that tenant. The API User account will provide credentials to perform API-driven tasks. When those tasks are completed, assets will indicate that it was the API User that completed them. To request an account to access the Knowledge Tier API, please open a Support ticket. Requests may take up to two business days to fulfill.

NOTE: The API User account is managed by Syniti and can’t be edited. For more information, refer to Knowledge Tier API.

Permissions

The following table outlines the functions permitted by role in the Knowledge Tier:

Functions

User Roles

 

Administrator

Business Admin

Author

Viewer

Asset Management (Terms, Policies and Rules)

View assets

X

X

X

X

Add and edit draft versions of assets

X

X

X

 

Send assets for review

X

X

X

 

Copy a version of an asset to create a new version

X

X

X

 

Access Bulk Update to edit assets

X

X

X

 

Comment on assets

X

X

X

X

Contest assets

X

X

X

 

Assign assets

X

X

X

 

Sponsor assets

X

X

X

 

Endorse assets

X

X

X

 

Approve assets

X

X

X

 

Relate assets

X

X

X

 

Update asset status

X

X

X

 

Add supporting documentation to assets

X

X

X

 

Use “Jump To” links

X

X

X

X

Submit asset uploads for publication

X

X

X

 

Relationship Management

Add, edit and delete relationships

X

X

   

Data Set Management

View data sets

X

X

X

X

Add, edit and delete data sets

X

X

X

 

Add, edit and delete contacts

X

X

X

 

Sites Management

View Sites

X

 

 

 

Add, edit and delete sites

X

 

 

 

Category Management

View categories

X

X

   

Add, edit and delete categories

X

X

   

Strategy Management

View strategy

X

X

X

X

Add, edit and delete strategy

X

X

X

 

View strategy assets

X

X

X

X

User Account Management

View user accounts

X

 

 

 

Add and edit user accounts

X

 

 

 

Deactivate and activate user accounts

X

     

View About Me

X

X

X

X

Sign out

X

X

X

X

Guidance

View Guidance

X

X

X

X

Add suggested asset

X

X

X

 

Notifications

View notifications

X

X

X

X

Edit notification settings

X

X

X

X

Search

Perform a search

X

X

X

X

Dashboards

NOTE: Syniti Customer Success creates a maximum of 10 Custom Dashboard Authors for each tenant for users who have the Administrator, Business Admin, or Author role. Custom Dashboard Authors have permissions in QuickSight to create custom dashboards and add Role-level Security to those dashboards but do not have permission for any other QuickSight features.

 

Administrator

Business Admin

Dashboard Author

Viewer

View dashboards

X

X

X

X

Create dashboards

   

X

 

Apply Role-level Security to Custom Dashboards

   

X