Permissions in Crunch are organized through folders. To give users access to data, you add them to the folder that contains the dataset, view, document, or subfolder. If new data is added to the folder, all the users in that folder are automatically granted access.
User types
Crunch supports three types of users — Admins, Members and Clients:
- Admins have access to your entire organization. These are the users that have the ability to manage all of the users and data and can administrate your Crunch organization.
- Members are typically employees of the organization that owns the data. These users can be granted permission to edit the data and to add other members or clients to folders.
- Clients are typically employees of organizations that subscribe to or purchase data from the organization.
Client users cannot edit data, though they can make artifacts such as filters and multitables.
Client users can also be given the ability to add and remove other client users without being given access to the member users that belong to the organization that owns the data.
See the following for more information.
Granting access to data via folders
When a user is added to a folder, they will have access to all data in that folder as well as any subfolders. Users can be granted the following additional permissions on a folder:
- Edit datasets — A user with this permission on a folder has full access to editing the data, including importing datasets, creating drafts, creating and managing views, importing and managing documents, organizing variables, running Crunch Automation scripts, moving datasets in and out of the folder, and deleting datasets. This permission cannot be given to Client users.
- Manage users — A user with this permission can add and remove users from the folder, as well as modify their permissions (i.e., give other users the Edit datasets or Manage users capability). If a Client user is given this permission, they will only be able to add and remove other clients. They will not be able to affect (or even see) Member users belonging to the organization that owns the data.