Understanding Roles in Oobeya

Oobeya utilizes a role-based access control system to manage user permissions and define responsibilities within your organization.

Application/System Roles

Application Roles are pre-defined roles within Oobeya that manage the permissions of users. They determine what a user can access and what operations they can perform within the application. The default Application Role is Role User.

Oobeya Application Roles

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Available Application Roles

1. Role User (Default)

This is the default role assigned to new users.

• Permissions:

  • Can access dashboards and team scorecards that are shared with them.

  • Can access their own scorecard.

• Restrictions:

  • Cannot access private dashboards not shared with them.

  • Cannot perform administrative operations.

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2. Role Admin

Users with this role have full administrative rights within Oobeya.

• Permissions:

  • Can manage all operations, including:

    • Adding and managing integrations.

    • Managing data sources.

    • Accessing admin settings.

  • Can access all dashboards, analytics, and scorecards.

• Ideal for: Administrators who need full control over the Oobeya environment.

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3. Role Executive

Designed for executive-level users who need insight into team and individual performance.

• Permissions:

  • Can access all Team and Individual Scorecards.

• Restrictions:

  • Cannot access admin settings.

  • Cannot manage integrations or data sources.

• Ideal for: Executives and managers who need to access all data without administrative capabilities.

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4. Role Superuser

• Description: A system role specifically for on-premise instances (the first user) of Oobeya

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Summary

By effectively managing Application Roles, you can ensure that users have appropriate access levels and that their responsibilities within Oobeya align with their roles in your organization.

• Role User: Default role with limited access; can view shared dashboards, teams, and individual scorecards.

• Role Admin: Full access to all features and settings; can manage integrations and data sources.

• Role Executive: Access to all team and individual scorecards; cannot access admin settings.

• Role Superuser: System role for on-premise instances.