Utilize user roles to share data while maintaining privacy and security
Each Jirav user will be assigned one of the roles below. This role determines what that user can do and see within Jirav. Click here to learn how to add a user.
Admin Role
- Power user with access to all areas of Jirav
Editor
- Read & Edit access to all areas of Jirav except Users, Audit Log & Billing under ⚙️Setup
Viewer: All
- Read only access to all Dashboards, Reports and Plans
- Cannot access Setup, Manage Plans or Share Plans
Viewer: Dashboards & Reports
- Read only access to all Dashboards and Reports including Annual Wages & Term Date in the Staff List report
- Cannot add new or edit existing Reports or Dashboards
- Cannot access Setup or Plans
Viewer: Dashboards & Reports Limited
- Read only access to all Dashboards and Reports excluding Annual Wages & Term Date in the Staff List report
- Cannot add new or edit existing Reports or Dashboards
- Cannot access Setup or Plans
Basic
- Most restrictive user access
- Read-only access to only the plans, reports & dashboards explicitly shared with the user
- Visit the articles Collaboration, Share your Dashboard and Share your Reporting Package to learn more about sharing by user
- If nothing has been shared with a user with the Basic role, they will only see their user profile upon logging into Jirav
Collaboration
Collaboration allows users with the Admin & Editor roles to share out portions of the Plan with other users as part of the planning process. If a user is given access through Collaboration that conflicts with their assigned user Role, the user will be granted the highest level of access allowed.
For example, if a user has the Viewer: Dashboards & Reports role and an Admin grants them Edit rights to the OpEx table in the Budget, the user will be able to edit data in the budget even though their Role would not normally allow for this.
Learn more about collaboration from our articles on Sharing Plans and Sharing a Dashboard.