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Home > HappyFox BI > Getting Started > Roles and Permissions in BI
Roles and Permissions in BI
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HappyFox BI provides three distinct user roles - Admin, User, and Client - each with predetermined permission sets that ensure proper access control and security.

Role Overview

  1. Admin Role 

    1. Has full system access with all permissions enabled

    2. Responsible for system configuration and user management

 

  1. User Role

    1. Has access to most operational functions

    2. Cannot perform managerial or configuration tasks

    3. Focused on data analysis and reporting

 

  1. Client Role

    1. Limited to view-only access

    2. Can only see reports specifically shared with them

    3. No administrative or operational permissions

 

The following are the list of permissions that are available in BI:

 

Category

Permission Name

Description

User & Client Management

Invite User

Invite new users into the application

Manage Users

Edit and modify user details, activate/de-activate users and manage report access permissions from User Management page

Invite Client

Invite new clients into the application

Account & Settings

Manage Account Settings

Configure Account Settings like Account Timezone

Business Hours

Create new Business Hours, edit and delete any existing Business Hours

Apps & Integrations

Manage Apps

Configure integration with third-party applications

Manage Data Sources

Configure Data Sources from HappyFox applications, third-party applications and import custom Datasets as CSV

On-Demand Sync

Initiate On-Demand Sync for Data Sources

Reports & Data

Manage Reports

Bulk-edit the Report Access permissions for users and clients from Manage Reports page

Report Subscriptions

Manage Report Subscriptions for scheduling email reports

Create Report Templates

Save a Report as a Template

View Raw Data

View Raw Data

Export Raw Data

Download a visualization raw data as CSV file

Create Visualization Templates

Save a Visualisation as a Template

 

 

To view the list of permissions enabled or disabled for a specific user, navigate to Manage → User Management → Users and click on a specific user. The permissions enabled/disabled for the user should be visible in the pop-up window as shown below:

 

 

 

Clicking on the drop-down of a particular permission will show the description of the permission.

Frequently Asked Questions

Q: Can permission sets be customized for individual users?

A: No, permissions are fixed based on the assigned role (Admin, User, or Client) and cannot be customized at an individual level. However, upon request, the HappyFox support team can help you enable/disable permissions for certain users.

 

Q: Can a Client user create their own reports?

A: No, Client users have view-only access to shared reports. They cannot create, modify, or manage reports.

 

Q: What's the difference between "Manage Reports" and "Create Report Templates"?

A: "Manage Reports" allows bulk editing of report access permissions, while "Create Report Templates" enables saving report configurations as reusable templates for future use.

 

Q: Can User role members invite new users to the platform?

A: Yes, Users can invite new users, but they cannot perform high-level user management tasks like modifying or deactivating existing users.

 

Q: What's the difference between "Report Templates" and "Visualization Templates"?

A: Report Templates save the entire report configuration, while Visualization Templates save specific visualization settings that can be reused across different reports.

 

Q: Who can manage integrations with third-party applications?

A: Only Admin role users can manage third-party app integrations through the "Manage Apps" permission.

 

Q: Can multiple roles be assigned to a single user?

A: No, each user can only have one role assigned at a time (Admin, User, or Client).

 

Q: Can I invite a new user and assign them the Admin role?

A: No. Currently the Admin users can only be invited by the HappyFox team and this option is not available in the application interface.

 

Q: Can I change the role of a particular user from “User” to “Admin”?

A: No. Currently the option to change the user roles of existing users is not available in the application interface. However, upon request, the HappyFox team can help you change the roles of specific users.

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