UX roles: overview

GrahamJordan

Updated July 31st 2020

Here is an overview of the different roles in Classic and in the UX.

		Tenant Admin	Model Builder	Page Builder	End User
Classic UX	Disable and Enable Tenant users and assign Page Builders	✅
	Manage Workspace users and assign Model Builders and Users		✅
	Manage Model Security		✅
	Build Modules, Line Items, and Formulas		✅
	Build Saved Views		✅
	Build Dashboards		✅
	View Dashboards		✅		✅
	Enable Personal Saved Dashboards by Model		✅
New UX	Enable MyPages by Model		✅
	Build Apps and Pages for Desktop and Mobile			✅
	Build Custom Views			✅
	Manage Card Template Library			✅
	Build MyPages			✅	✅
	Convert MyPages to an App			✅
	Manage Page access by Roles			✅
	View Pages		✅	✅	✅
	Share Pages			✅	✅
	Export Pages			✅	✅
	Create Notify Actions			✅
	View Pages on Mobile		✅	✅	✅

 

It's important to keep in mind that these roles may not be mutually exclusive; a user can have multiple roles.

Contributing author Anne-Julie Balsamo.

JaredDolich

Nice summary @GrahamJordan - Thank You!

Unknown

Interesting! So it seems a Model Builder can edit the Page Access? By editing the page?

GrahamJordan

@PreviousUserAccountA Model Builder would be able to edit page access by role.

 

Go into design mode and click on page options -- you can determine which roles can see the page