Understanding Roles in Oobeya
Oobeya utilizes a role-based access control system to manage user permissions and define responsibilities within your organization.
Last updated
Oobeya utilizes a role-based access control system to manage user permissions and define responsibilities within your organization.
Last updated
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.
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.
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.
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.
Description: A system role specifically for on-premise instances (the first user) of Oobeya
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.
