User roles and permissions

A role in the RapidCanvas platform defines the specific actions a user can perform and the features they can access. Roles are designed to ensure that users have the appropriate level of access based on their responsibilities and requirements. The platform provides six predefined roles: Admin, DataApp-View, User, DataApp Consumer, DataApp Power user, and Business User. Each role is configured with distinct permissions to streamline workflows, maintain security, and prevent unauthorized access.

• Admin Admins have full read and write access to all modules and features across the RapidCanvas platform, providing complete control and management capabilities.

• DataApp-View This role grants read-only access to DataApps, enabling users to view information without making any changes.

• DataApp Power User This role is similar to the Admin role, allowing users to use all capabilities of DataApps. However, it does not provide access to other features of the platform. To learn more about the permissions available to DataApp Power Users, refer to the DataApp Power User Permissions table.

• DataApp Consumer User Users with this role can only view DataApps and perform specific operations based on permissions set by Power Users or Admins in the Settings page of DataApps. To learn more about the permissions available to DataApp Consumer Users, refer to the DataApp Consumer User Permissions table.

• User Users with this role have comprehensive read and write access to all platform features. However, they cannot invite new users or modify the details of existing users.

• Business User Business users have read and write access to projects, DataApps, Rapid Model recipes, AI-assisted recipes, and connectors. However, they are restricted from creating, editing, or deleting scenarios, segments, and global variables. They are also unable to configure the timeout period for Rapid and AI-assisted recipes.

Each role has permission to perform the tasks mentioned in the table below.

Module	Admin	DataApp-View	User role	DataApp Power User	DataApp Consumer	Business User
Projects
View a project	✓		✓			✓
Run a project	✓		✓			✓
Create a project	✓		✓			✓
Update or delete a project	✓		✓			✓
Entity
View an entity	✓		✓
Create an entity	✓		✓
Update or delete an entity	✓		✓
Template Recipe
View a recipe	✓		✓
Create a recipe	✓		✓
Update or delete a recipe	✓		✓
AI-assisted Recipe
View a recipe	✓		✓			✓
Create a recipe	✓		✓			✓
Update or delete a recipe	✓		✓			✓
Rapid Model Recipe
View a recipe	✓		✓			✓
Create a recipe	✓		✓			✓
Update or delete a recipe	✓		✓			✓
Environments
View an environment	✓		✓
Create an environment	✓		✓
Update or delete an environment	✓		✓
Data connectors
View a dataconnector	✓		✓			✓
Create a dataconnector	✓		✓			✓
Update or delete a dataconnector	✓		✓			✓
Notebooks
Can access the notebook editor	✓		✓
DataApps
View a dataApp	✓	✓	✓	✓	✓	✓
Create a dataApp	✓		✓	✓		✓
Update or delete a dataApp	✓		✓	✓		✓
Artifacts and Models
View artifacts and models	✓		✓
Create artifacts and models	✓		✓
Update or delete artifacts and models	✓		✓
workspace Management
View workspaces	✓		✓
Create a workspace	✓		✓
Update or delete a workspace	✓		✓
User Invitation
View users	✓			✓		✓
Invite users	✓			✓		✓
Assign roles to users	✓			✓		✓
Scenarios
Create a scenario	✓		✓
View scenarios	✓		✓
Run scenarios	✓		✓
Update or delete a scenario	✓		✓
Segments
Create a segment	✓		✓
View segments	✓		✓
Update or delete a segment	✓		✓

Granular Permissions for DataApp Power & Consumer Roles

This section outlines the detailed permissions available for DataApp Power Users and Consumers, specifying the actions each role can perform within a DataApp. It covers access levels for creating, editing, and interacting with DataApps, ensuring clarity on user capabilities at a granular level. However, permissions for the Consumer role are entirely dependent on the settings configured by a Power User or Admin for each DataApp.

For more information, refer to Settings tab of a DataApp.

Permissions	DataApp Power	DataApp Consumer
Access to other platform features	No	No
Invite users	✓
DataApps card page	✓	✓
DataApps list page	✓	✓
Create/import DataApp	✓
Edit DataApp	✓
Delete DataApp	✓
Config and consumption of memory by the DataApp	✓
Copy Share link	✓	✓
Open in a new tab	✓	✓
Global search for DataApps	✓	✓
View logs	✓	✓
Consumer Preview	✓
Download code	✓
Shutdown and relaunch DataApp	✓	✓
Change the branding options or appearance	✓
Edit chat	✓	✓
Delete chat	✓	✓
Create chat	✓	✓
Add generated chart output to User Charts tab	✓	✓
Remove added chart output from the User Charts tab	✓	✓
Access to ask queries	✓	✓
Access to deleted queries in chat history	✓
Select input from a chat thread	✓	✓
Configure Consumer Permission Toggles in DataApps	✓
Create queries that appear as prompt suggestions in the query box	✓
Copy same chat multiple times	✓
View DataApp related notifications	✓	✓
Navigate to the recipe or project page from the links on the DataApp card or list view page	✓
Global search (All DataApps)	✓	✓