Permission matrix

Comprehensive overview of roles and permissions across all areas of the Polyteia Platform.

This document provides a detailed overview of the permissions assigned to each role in the Polyteia Platform. Use this matrix as a reference to understand what actions users can perform based on their assigned roles.

Organization level permissions

Permission	Administrator	Member	Guest
View organization	✓	✓	✓
Edit organization details	✓	✕	✕
Manage members	✓	✕	✕
Invite members	✓	✕	✕
Remove members	✓	✕	✕
Create workspaces	✓	✓	✕
Create solutions	✓	✓	✕
Access billing information	✓	✕	✕
Configure organization settings	✓	✕	✕

Workspace level permissions

Permission	Administrator	Member	Guest
View workspace	✓	✓	✓
Edit workspace details	✓	✕	✕
Manage workspace members	✓	✕	✕
Create datasets	✓	✓	✕
Create forms	✓	✓	✕
Create insights	✓	✓	✕
Create reports	✓	✓	✕
Delete workspace	✓	✕	✕

Solution level permissions

Permission	Administrator	Member	Guest
View solution	✓	✓	✓
Edit solution details	✓	✕	✕
Manage solution members	✓	✕	✕
Create datasets	✓	✓	✕
Create forms	✓	✓	✕
Create insights	✓	✓	✕
Create reports	✓	✓	✕
Delete solution	✓	✕	✕

Resource level permissions

Permission	Owner	Editor	Viewer
View resource	✓	✓	✓
Edit resource	✓	✓	✕
Delete resource	✓	✕	✕
Share resource	✓	✓	✕
Manage access	✓	✕	✕
Export data	✓	✓	✓
Create insights from data	✓	✓	✕

Notes

• ✓ = Permission granted

• ✕ = Permission denied

• Some permissions may be restricted based on the specific configuration of your organization

• Custom roles (coming soon) will allow for more granular permission control

• External users may have limited permissions compared to internal users with the same role