Roles & Permissions

The Roles & Permissions tab lets you define roles for your team and control exactly what each role can access. This keeps your workspace secure and ensures that each person only sees what they need to do their job.

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Default roles

Datakeen comes with three built-in roles:

These default roles cover most team configurations. You can also create custom roles tailored to your specific needs.

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Creating a custom role

Click "Create role" in the top-right corner to create a new role. You'll name it and then configure its permissions in detail.

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Configuring permissions

Click the edit icon next to any role to open the "Set permissions" modal.

Permissions are organised by resource type (Analysis, Journeys, Settings, etc.) and by action scope:

Resource types

Simply toggle on the permissions each role should have, then click "Create role" (or update).

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Assigning roles to users

Once roles are configured, go to the Users tab to invite team members and assign them a role. Each user can have one role, which determines exactly what they can see and do.

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Tips

• Follow the principle of least privilege — give each role only the permissions it strictly needs.
• Analysts who only review documents don't need write access to Settings or the Journey Builder.
• If you have contractors or temporary staff, create a restricted role with view-only access and deactivate it when their engagement ends.
• The Group Administrator role has full access — assign it carefully.