Your experience in Infotools Harmoni is determined by your user role. Infotools Harmoni allows for three distinct levels of access to your site and projects.
- Creator
- Explorer
- Viewer
People that hold the Creator Role The highest level of access, permission, and control. Learn more about User Roles. within Infotools Harmoni have the permissions to create Projects, and then edit and share. The user that creates a project is the Project Owner.
The project owner will have the ultimate rights to publish a project to a broader group.
Summary
The table below summarizes what each of the roles can do in Infotools Harmoni.
| Infotools Harmoni | Description | Project Owner | Creator | Explorer | Viewer |
| Project - No Project Loaded | Create a new Project. | Yes Until the project is created there can be no owner. | Yes | No | No |
| Project - No Project Loaded | Load Project. | Yes | Yes | Yes | No |
| Project - No Project Loaded | Delete Project. | Yes | No | No | No |
| Project - No Project Loaded | Load Dashboard. | Yes | Yes | Yes | Yes |
| Project | Publish Project. | Yes | No | No | No |
| Project | Change Project Owner. | Yes | No | No | No |
| Project | Search project. | Yes | Yes | Yes | No |
| Project | Rename published variables. | Yes | No | No | No |
| Project | Hide items in the published project. | Yes | No | No | No |
| Project | See hidden items in the published project. | Yes | No | No | No |
| Project | Apply bases to published variables. | Yes | No | No | No |
| Project | See bases applied in published variables. | Yes | Yes | Yes | No |
| Project | Create private variables. | No | Yes | Yes | No |
| Project | Sort private variables. | No | Yes | Yes | No |
| Project | Apply bases to private variables. | No | Yes | Yes | No |
| Project | Rename private variables. | No | Yes | Yes | No |
| Project | Share private variables. | No | No | No | No |
| Analysis | Create new analyses. | Yes | Yes | Yes | No |
| Stories | Create new stories. | Yes | Yes | Yes | Yes |
| Stories | Save analyses as views in stories. | Yes | Yes | Yes | Yes |
| Stories | Delete views in self-created stories. | Yes | Yes | Yes | Yes |
| Stories | Delete self-created stories. | Yes | Yes | Yes | Yes |
| Stories | View stories others have created. | Yes The project(s) in the stories/dashboards must be published to the recipient. | Yes The project(s) in the stories/dashboards must be published to the recipient. | Yes The project(s) in the stories/dashboards must be published to the recipient. | Yes The project(s) in the stories/dashboards must be published to the recipient. |
| Stories | Edit views in stories others have created. | Yes As soon as you edit someone else's story you get your own copy of that story. | Yes As soon as you edit someone else's story you get your own copy of that story. | Yes As soon as you edit someone else's story you get your own copy of that story. | Yes As soon as you edit someone else's story you get your own copy of that story. |
| Stories | Delete stories others have created. | No | No | No | No |
| Dashboards | Create new Dashboards. | Yes | Yes | No | No |
| Dashboards | View dashboards. | Yes | Yes | Yes | Yes |
| Dashboards | Edit self-created dashboards. | Yes | Yes | No | No |
| Dashboards | Edit dashboards others have created. | Yes | No | No | No |
| Dashboards | Delete self-created dashboards. | Yes | Yes | No | No |
| Dashboards | Delete dashboards others have created. | Yes | No | No | No |
| Dashboards | Share dashboards with others. | Yes The project(s) in the stories/dashboards must be published to the recipient. | Yes The project(s) in the stories/dashboards must be published to the recipient. | Yes The project(s) in the stories/dashboards must be published to the recipient. | Yes The project(s) in the stories/dashboards must be published to the recipient. |
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