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      • Why did we a choose Block Editor over Cell-based Editor?
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      • How to Set Up Signed Embed
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  • Workspace & User Management
    • Workspace
  • User Management
    • Invitation
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  • Security
    • Security Overview
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  • Access control
    • Access Control Overview
    • Access Control for Workspace
    • Access Control for Resources
      • Access Control for Group
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      • Access Control for Report
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    • Limit and usage
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  • Best Practices
    • Advanced Control Structures in SQL
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    • System requirements
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User Management

Efficiently manage users, groups, and access within your Workspace.

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Last updated 2 months ago

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Codatum provides flexible options to manage Workspace access and organize your team.

  • Invitation: Learn different methods to invite users to your Workspace.

  • Group: Create and manage user groups for streamlined permission management.

  • : Understand the different roles and permission levels available in your Workspace.

Workspace Roles

Codatum offers several role types to control what users can do within your Workspace:

  • Owner: Full administrative control over the Workspace, including user management and billing.

  • Editor: Can create and modify content, including reports, notebooks, and connections.

  • Viewer: Can view content but cannot modify it.

  • Guest: Limited access to specific resources (Report) that have been explicitly shared.

For detailed permissions and capabilities of each role, see .

In Codatum, the terms Owner, Editor, and Viewer are collectively referred to as “Member”. When including the Guest role, the collective term used is “User”. This distinction, while not critical, can be helpful to keep in mind.

Access Control for Workspace
Workspace Roles