Rights

What you can access

What you can do

Notes

None

InfoSum Account:
Account Settings
Access
My Company - roles and settings (view only). You cannot view users or teams.

InfoSum Platform:
Dashboard
Datasets, Audiences and Audience Builder
Segments and Segment Builder
Analyze - Connections List, Query Tool, Connections Grid
Settings - Project

All user-owned tasks

By default, new users have no company rights unless InfoSum Support has added them to the “owner” role.

Creation / Analysis 

Datasets

InfoSum Account:
No change

InfoSum Platform:
Data - Datasets - view all datasets for a company and assign them to a team.

List company datasets outside the user's teams
Update dataset meta-data
Assign datasets to teams

There is no Dataset-Create right as this is covered by the Bunker-Create right. 

The Datasets-List company datasets outside the user's teams right lists all datasets in the company - without it you see only your teams' datasets.

The Assign datasets to teams right does not give you access to a dataset, it only lets you assign it to a team. To access a dataset, you must be added to a team with access rights to the dataset.

Querying

Reports

InfoSum Account:
No change

InfoSum Platform:

Reporting - Reports - View Reports, New Report

List Reports

Create Reports

Delete

Allows access to the Report part of the platform with the ability to list reports.

New Report option is available to create reports and delete them.

Collaboration

Permissions

InfoSum Account:
No change

InfoSum Platform:
Collaborate:
Permissions Received
Permissions Sent

List Permissions

You can view the usage of any permission by switching to the Permissions Sent tab or Permissions Received tab.

Incoming Permissions

InfoSum Account:
No change

InfoSum Platform:
No change - requires the List Permissions right to be selected in order to show the Collaborate section 

Incoming permissions:
Reject
Accept

The Permissions Received tab will allow you to reject or accept permissions. 

Outgoing Permissions

InfoSum Account:
No change

InfoSum Platform:
Datasets - Set new permission

Outgoing permissions:
Create
Update
Revoke

The Permissions Sent tab will allow you to create a 'New Permission', update or revoke the permission.

Promotions

InfoSum Account:
No change

InfoSum Platform:
Discover - Discovery, My Listings, Requests Received, requests sent

List Promotions
Create Promotions
Update Promotions
Delete Promotions

Destinations

InfoSum Account:
No change

InfoSum Platform:

Activate - Destinations

List

Create

Update

Delete

List available destinations.

Create a new destination, update and delete destination.

Company Administration

Teams

InfoSum Account:
My Company - Teams:
Teams section
Create Team
Delete Teams
Add users to a Team
Remove users from a Team

InfoSum Platform:
Assign datasets to teams

List Teams
Create a Team
Update a Team
Delete a Team

List available teams.

Create a team, update and delete existing teams.

Users

InfoSum Account:
My Company - Users:
Invalidate 2FA
Reset password
Disable

InfoSum Platform:
No change

List all users
Disable a user
Invalidate 2FA
Reset user's password

Invalidates 2FA for a single user or reset password.

Roles

InfoSum Account:
My Company - Roles:
Create role
Delete role
Add users to a role
Unassign users from a role
Set rights for a role

InfoSum Platform:
No change

Create a Role
Update a Role
Delete a Role

Allows access to create, update or delete roles.

Companies

InfoSum Account:
My Company Settings - Enforce 2FA

InfoSum Platform:
No Change

Update 2FA

Updates 2FA for all users

Bunker Operations

Import Connector Configs

InfoSum Account:
No change

InfoSum Platform:

File Management - Importing

List Company ICCs outside the user's teams

Create

Update

Delete

Assign ICC to teams

View company Import Connector Configs (ICC).

Create, update or delete import connector configs and assign to teams.

Importers

InfoSum Account:
No change

InfoSum Platform:

File Management - Importing

List Company Importers outside the user's teams

Create

Update

Delete

Assign importers to teams

View all Importers available.

Create, update or delete Importer and assign Importer to Teams.

Imports

InfoSum Account:
No change

InfoSum Platform:

File Management - Importing

List executed imports

Execute imports

Cancel executed imports

View Imports available, run an Importer and cancel any executed imports.

Files

InfoSum Account:
No change

InfoSum Platform:

File Management - Cloud Vault

List files

Update

Delete

Write

List local files, update delete and import them.

Cloud Vaults

InfoSum Account:
No change

InfoSum Platform:

File Management - Cloud Vault

Create

Read

Update

Delete

Create a New Cloud Vault, or edit or delete existing Cloud Vault.

Normalisations

InfoSum Account:
No change

InfoSum Platform:

File Management - Normalising

Read

Execute

Cancel 

Run and Cancel Normalisations.

Normalisation Configs

InfoSum Account:
No change

InfoSum Platform:

File Management - Normalising

Read

Delete

Create

Update

Update, create or delete any existing Normalisation configurations.

Transformations

InfoSum Account:
No change

InfoSum Platform:

File Management - Tasks

List

Execute

Cancel 

List or Transform a number of record sets into another record set.

Publishing

InfoSum Account:
No change

InfoSum Platform:

File Management - Publishing

List Prepare

Execute Prepare

Cancel Prepare

Publish 

Prepare a dataset for Publishing and then publish or cancel.

Publishing Configs

InfoSum Account:
No change

InfoSum Platform:

File Management - Publishing

List 

Create

Update

Delete

Assign datasets to teams 

Allows publishing configs to be updated or deleted as well as assigned to teams.

Automation

Configs

InfoSum Account:
No change

InfoSum Platform:

File Management - Publishing

List

Create

Update

Delete

Get the lineage of a dataset 

Create, update or delete Automation configs.

Automations

InfoSum Account:
No change

InfoSum Platform:

File Management - Publishing

List

Execute

Cancel

List and Execute Automations.