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    User Permissions & Roles in the Crunchafi Data Extraction Portal

    Data Extraction includes two user roles: Default User & Administrator.

    This article explains the difference between the two Data Extraction roles. For instructions on how to add a new user. click here.

    Default Users 

    (standard role)

    • Create new workspaces
    • Add & remove users from workspaces they create or to which they have access
    • View list of all workspaces (only workspaces to which the user has access are clickable, but all workspace names are visible)
    • Request access to a workspace to which they do not currently have access
    • View a list of all users in the portal (read-only access)

    Administrator

    (advanced role)

    • All default user permissions
    • Add and remove portal users
    • Edit roles and other basic details for portal users
    • Add & remove users from any workspace, including granting themselves access to any workspace
    • View financial data for all workspaces