Roles and Permissions
Every dataset has a team of members. Each member is assigned one of four roles that controls what they can do.
Roles
| Role | Description |
|---|---|
owner | Full control. Can publish, delete, manage members, and perform all edits. Assigned to the user who created the dataset. |
admin | Can manage team members, edit all metadata, upload files, and initiate publishing. Cannot delete the dataset. |
editor | Can edit metadata and upload files. Cannot manage members or publish. |
viewer | Read-only access. Can view all dataset content but cannot make changes. |
Managing Team Members
Dataset owners and admins can manage the team from the Permissions tab at /app/datasets/[datasetId]/permissions.
Inviting a Member
- Go to the Permissions tab.
- Enter the email address of the person you want to invite.
- Select a role.
- Send the invitation.
The invited user receives an email with a link to accept. If they do not have an account, they will need to register first.
Changing a Role
From the Permissions tab, find the member and select a new role from the dropdown. Changes take effect immediately.
Removing a Member
From the Permissions tab, remove a member using the remove action next to their name. The dataset owner cannot be removed without first transferring ownership.
Platform-level Access
Access to the Envision Portal platform itself is invite-only in production. New users must receive a platform invitation before they can register. Platform invitations are separate from dataset-level invitations.