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5.1.1 Users - Permissions

Affinio has two types of users: regular and admin. The user type and ownership of a report determine permissions. A report owner is the user who created the report; ownership cannot be transferred to another user. Only administrators have access to manage users and control all other company assets. Admin can create and edit groups and users within the Settings section; these options will appear in the left navigation for admin only.

 

Please refer to the table below for specific user permissions.

Asset
Permission
User Role Recipient Status
Admin Regular Shared (View) Shared (Edit)
 
Reports
Create ◼ ◼ n/a n/a
View ◼ owned ◼ ◼
Edit ◼ owned   ◼
Notes ◼ owned   ◼
Share ◼ owned view-only ◼
Unshare ◼ owned   ◼
Delete ◼ owned    
Export ◼ owned ◼ ◼
Monitor ◼ owned   ◼
 
Folders
Create ◼ ◼ n/a n/a
View ◼ owned ◼ ◼
Edit Name ◼ owned   ◼
Add Report ◼ owned   ◼
Remove Report ◼ owned   ◼
Share ◼ owned view-only ◼
Unshare ◼ owned   ◼
Delete ◼ owned    
 
Users
Create ◼   n/a
View ◼ via sharing 
Edit ◼ personal
Disable ◼  
 
Groups
Create ◼  
View ◼ via sharing
Edit ◼  
Delete ◼  
 
Company View ◼ via sharing n/a  

 

*By default, sharing is possible among internal users (i.e. users within the same company).