Articles on: Organization & Access

Understanding roles & permissions

See how organization roles and workspace roles work together to control what each person can see and do.


Health Data Explorer uses two layers of roles: your organization role, and your role in each workspace. Together, they determine what you can see and do.

Organization roles

Organization roles control what you can manage in the Org & Workspace section.

Role

What they can do

Org Owner

Full control: manage members, licenses, and workspaces.

Org Admin

Manage members, licenses, and workspaces.

Org Member

View-only access to Overview, Licenses, and Workspaces. Doesn't see the Members tab.

Workspace roles

In each workspace, a person has a role for each module they've been given access to, shown as, for example, Analytics: Admin. This role controls what they can do with that workspace's data, separately from their organization role.


For the Analytics module:

Workspace role

What they can do

Workspace tabs they see

Owner

Full control of the workspace, including editing settings, deleting the workspace, managing dashboards, and saving filter templates. This is typically the person that created the workspace.

Overview, Analytics, Import Wizard, Public Dashboard*, Settings, My Dashboards*, Activity Log

Admin

The same management abilities as the Owner.

Same as Owner

Contributor

View and analyze data, and upload files with the Import Wizard.

Overview, Analytics, Import Wizard

User

View-only access to the workspace's data and insights.

Overview, Analytics

* Public Dashboard appears only after Public Workspace is turned on in Settings. My Dashboards appears only after a dashboard has been saved from Analytics.

Note: Inviting people to a workspace and changing their roles is now done in Org & Workspace › Workspaces, not inside the workspace. [VERIFY: can workspace Owners and Admins who are Org Members do this, or only Org Owners and Org Admins?]

Why two layers?

Your organization role controls what you can manage at the organization level: members, licenses, and workspaces. Your workspace role controls what you can do with the data in a specific workspace and module. For example, an Org Member might still have Admin access to a workspace's Analytics module, even though they can't manage the organization itself.

Checking someone's access

If you're not sure what a teammate can see or do, check two places:

  • Their organization role, on the Members tab.
  • Their workspace role, under Workspaces › the workspace › Workspace access.

Updated on: 29/10/2026

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