Roles and Permissions

This section outlines the permissions associated with four distinct roles, detailing their capabilities regarding Projects, Reports, Billings, Teams and Reporting.

PROJECT	ADMIN	ENVOY	BUILDER	MANAGER	TRUSTED	VIEWER
Create project	✔	✔	❌	✔	✔	✔
Update project name	✔	✔	❌	✔	✔	❌
Update project details	✔	✔	❌	✔	❌	❌
Update status of project	✔	✔	❌	❌	❌	❌
Update project owner	✔	✔	❌	✔	❌	❌
View all projects in an organization	✔	✔	✔	✔	❌	❌
Access to jira from platform	✔	✔	❌	❌	❌	❌
View my projects	✔	✔	✔	✔	✔	✔
View all projects	✔	✔	✔	❌	❌	❌
Transfer project	✔	✔	❌	❌	❌	❌
Add comments and attachments to assigned tickets	✔	✔	✔	✔	✔	❌
Add comments and attachments to all projects	✔	✔	✔	✔	❌	❌
Add comments and attachments projects created by me	✔	✔	✔	✔	✔	✔

REPORT	ADMIN	ENVOY	BUILDER	MANAGER	TRUSTED	VIEWER
Run, rerun	✔	✔	✔	✔	✔	❌
Export	✔	✔	✔	✔	✔	✔
Set and update delivery details	✔	✔	✔	✔	✔	❌
Update schedule	✔	✔	✔	✔	✔	❌
Change run status	✔	✔	✔	❌	❌	❌
View crawler logs	✔	✔	✔	❌	❌	❌
Merge, dedupe and advance data operations	✔	✔	✔	❌	❌	❌
Update report details	✔	❌	✔	❌	❌	❌
Create report	✔	❌	✔	❌	❌	❌
Transfer report to other project	✔	✔	❌	❌	❌	❌
Update report params	✔	❌	✔	❌	❌	❌
Edit report	✔	❌	✔	❌	❌	❌
Stop run	✔	✔	✔	✔	✔	❌
Mark run as DNU	✔	✔	✔	❌	❌	❌
Update report status	✔	✔	✔	❌	❌	❌
View/edit admin params	✔	✔	✔	❌	❌	❌
Add and update custom params	✔	❌	✔	❌	❌	❌
Report config	✔	❌	✔	❌	❌	❌
Generate data profile	✔	✔	✔	✔	❌	❌
View anomalies	✔	✔	✔	❌	❌	❌
View all crawler trend	✔	✔	✔	❌	❌	❌
View rows extracted trend	✔	✔	✔	✔	✔	✔

BILLING	ADMIN	ENVOY	BUILDER	MANAGER	TRUSTED	VIEWER
Add/apply billing configuration	✔	✔	❌	❌	❌	❌
View only access to billing	✔	✔	❌	❌	❌	❌

TEAM	ADMIN	ENVOY	BUILDER	MANAGER	TRUSTED	VIEWER
Invite to team	✔	✔	❌	✔	❌	❌
Remove from team	✔	❌	❌	❌	❌	❌
Remove from others' projects	✔	✔	❌	✔	❌	❌
Update role	✔	✔	❌	✔	❌	❌
Transfer user	✔	❌	❌	❌	❌	❌
Deactivate user	✔	❌	❌	❌	❌	❌

REPORTING	ADMIN	ENVOY	BUILDER	MANAGER	TRUSTED	VIEWER
Email digest	✔	✔	✔	❌	❌	❌
Reporting	✔	✔	❌	✔	❌	❌