Roles in Zoomdata

The Zoomdata server provides different user roles to help the Zoomdata administrator manage access, security, and accounts.

By default, installation of the Zoomdata server creates two administrative roles - Supervisor and Admin. The Zoomdata administrator uses these two roles to set up the Zoomdata account and enable security features.

In addition to these two administrative roles, Zoomdata provides two distinct user roles - User and Groups Only. These two user roles help the Zoomdata Administrator manage access rights to the data sources and charts that can be accessed, created and shared.

Administrative Roles

After the Zoomdata server has been installed and deployed in your operating environment, the Zoomdata administrator accesses the application from a WebSocket-supported web browser (see System Requirements for details). When you initially access the product, Zoomdata prompts you to change the passwords for the two default administrative roles:

Two unique accounts are created during the Zoomdata installation process - a superaccount and a company account.

  • The superaccount is a dedicated and permanent account that cannot be deleted. It does not have access to any data sources and it cannot connect to data sources. Its sole purpose is to provide the Zoomdata administrator with account-level access to the program.
  • The company account is the default account where the Zoomdata administrator can perform admin-level functions.

The Admin Role

After you have changed the passwords, you access Zoomdata as an admin. In this role, you can take the following actions:

  1. Connect to data sources.
  2. Use the CLI to create custom charts.
  3. Set up users and groups to manage access to data sources and charts.
  4. Access the console.

The Supervisor Role

To change to the supervisor role, log out of Zoomdata and log back in as the supervisor. Your Zoomdata installation (whether stand-alone or scale-out) provides for one supervisor role. This role is permanent and cannot be deleted.

By default, Zoomdata creates the supervisor role in the superaccount. However, if you select a different account to administer, then the admin-level functions become available. For more information about the supervisor role, see The Supervisor Account.

At this point, you can perform all of the admin-level functions as if you were logged in as an administrator.

User Roles

The Zoomdata administrator can assign two types of users roles in Zoomdata:

  • The User role provides access rights to create charts using existing data sources and (shared) dashboards.
  • The Groups Only role enables users to be assigned to groups. Users assigned to groups receive different access and editing rights to the data sources depending on the parameters defined for the group.

See Users and Groups for more information.

The User Role

The User role can view all existing data sources and (shared) dashboards. This role does not provide any editing or management rights to the data sources nor does it allow new data connections to be made. Users can create and explore charts and dashboards, save these visuals, as well as share them based on existing data sources.

The Groups Only Role

When a number of Zoomdata users need access to the same data sources or require the same access restrictions (such as a sales team or business development group), the Zoomdata Administrator can assign them to a group. Users assigned into a group inherit the specified group permissions set up by the administrator. This role lets administrators manage users' access to data sources down to the attributes and metrics level. A user can be assigned to multiple groups.

Administrators can set access privileges for the users in the group either at a global level or manually configured by data source.

The following screenshot shows the global access options available for the group including the rights to read, edit and delete all existing data sources. An administrator can either enable these rights (by selecting the checkboxes) or disable them.

The following screenshot shows the manual configuration options available to manage a group's access to data sources down to the attributes and metrics level. A group may be able to access all details with a data source, or the administrator can set a filter so that only specific columns or rows are accessible.

By default, a group has read privileges to all existing data sources.

Besides the management of data sources, additional group privileges can be set on the Privileges tab. These mainly have to do with the toggle of specific functions available to users in Zoomdata including the ability to:

  • Connect Zoomdata to new data sources
  • Manage custom charts
  • Save and share charts and dashboards
  • Save filters
  • Work with custom metrics

See Users and Groups for more information.