Role types

The four roles a user may take within Auto Insights are Guests, Viewers, Administrators and Organisation Administrators:


Can view shared datasets and create Missions.
Guest users do not have access to Search


Can view shared datasets and create missions
No access to admin portal
Can be provisioned admin portal access by organisation administrators


Can create and share datasets and create missions

Organisation Administrators

Can assign administrator rights to any user in the organisation

Can create and share datasets and create missions

Role Capabilities

Gaining access to load datasets

By default, Viewers are only able to access datasets that have been assigned to them by Administrators. To access the Admin Portal and load datasets, Viewers first need to have their role upgraded to Administrator by another Administrator.

Dataset ownership

When a dataset is loaded, the Administrator who loads it is automatically made a member of the Group that is created by the dataset load. For example, if you load a dataset called ‘yearly_sales_dataset’ then you will automatically become the sole member of the yearly_sales_dataset_ADMIN group.

You can create other groups and add a user with any role type to it. Alternatively, you can add users to a group of which you are a member.

Users are assigned to groups via the Groups page (detailed below).

Note: An administrator can’t see or assign permissions for any dataset loaded by another administrator unless they’ve been granted access by that administrator.

Admin Portal Pages

Admin Portal Access Levels

When you’re logged into Admin Portal, your role type is displayed next to your login name at top right.

Dataset Admin Process Flow

The following graphic outlines the sequence of steps required for dataset administration.

Setting up your organisation

  1. Auto Insights establishes organisation and creates organisation administrators

  2. Administrators uploads datasets

  3. Administrators creates user groups

  4. Administrators assigns users to groups

  5. Administrators assign group permissions to datasets.

NB: An Organisation must already have been set up (note: in many cases there is only one Organisation).

Setting Group Access Level

For any dataset of which you are an administrator, you can create a Group and then assign access levels to enable users to configure dataset settings using this control:

Data access capabilities

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