Dataset Level User Access

Different users have different levels of access to Crunch features. The higher levels have access to all the areas of the lower levels, as illustrated in the diagram below.

In general, the Editors set up datasets into folders (which manage templates, user access, etc). The Editors curate the experience of the dataset for the Viewers.

Some researchers want a dashboard-only view for their end-clients. That is, their clients experience the dashboard with no access to the underlying dataset. Instructions on how to configure here.

Crunch is currently working on more granular permissions (eg: something in-between Editor and Viewer so that Viewers can make their own dashboards).

The following is a summary of what the Viewer and Editors can do (Editors can do everything Viewers can do).

Viewer-Level Access	Editor-Level Access
View & Search Datasets	Import Data
Create Decks Filters Multitables¹ Personal variables Combining categories and responses (new personal variable) Crosstabs and graphs	Create Crunchboxes Dashboards Datasets Folders Subtotals (nets) on variables Public variables Weights Exclusions² Create and restore save points Create and publish draft
Edit Change currently applied weight Save analyses to a deck	Edit Edit dashboards Edit existing datasets they have access to Edit permissions Retitle and organize variables Copy a dataset Archive/delete datasets Join/append data³ Move datasets
Export Datasets and dashboards Datasets to CSV or SPSS
Share Crunchboxes Datasets Filters, multitables, and decks with team	Share Filters and multitables with whole dataset

¹Multitables are also referred to as tabs, banners, or cross breaks.
²Remove cases/rows.
³Add variables and cases.

Functionality by User Type

Functionality	Viewer-Level Access	Editor-Level Access
Import
Import datasets		✓
View & Search
View datasets	✓	✓
Search data	✓	✓
Edit
Archive/delete datasets		✓
Change currently applied weight	✓	✓
Copy a dataset		✓
Edit dashboards		✓
Edit existing datasets they have access to		✓
Edit permissions		✓
Join/append data		✓
Move datasets		✓
Rename and organize variables		✓
Save analyses toa deck	✓	✓
Create
Create decks	✓	✓
Create crosstabs and graphs	✓	✓
Create filters	✓	✓
Create multitables	✓	✓
Create personal variables	✓	✓
Create datasets		✓
Create and publish draft		✓
Create and restore save points		✓
Create folders		✓
Create public variables		✓
Create weights		✓
Create Crunchboxes		✓
Create dashboards		✓
Create exclusions		✓
Export
Export datasets and dashboards	✓	✓
Export datasets to CSV or SPSS	✓	✓
Share
Share datasets	✓	✓
Share Crunchboxes	✓	✓
Share filters and multitables with whole dataset	✓	✓
Share filters, multitables, and decks with team	✓	✓

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Functionality by User Type

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