Roles and permissions
The roles in Curade, a platform role and a role in each tenant, what each one opens, what an admin does and how custom roles work.
On this page
Every account holds a platform role for Curade as a whole, and a role in each tenant it works in. They decide which tenants you see and what you can open and do in each.
What each role opens
| Role | What it opens |
|---|---|
| Platform Admin | Every tenant with full access, needing no tenant role, and the users, tenants and roles across Curade |
| Platform User | Nothing on its own: only the tenants where they hold a tenant role |
In each tenant, the tenant role decides the rest:
| Area | Tenant Admin | Tenant User |
|---|---|---|
| Dashboards | Full access, with import and export | View |
| AI Agent, with CLEO | Full access | No access |
| Analytics, including capacity planning | Full access | View |
| Reports | Full access | View |
| Automation | Full access | No access |
| The tenant's details, sources and configuration | View and change | View |
| The tenant's roles | Full access | View |
| The tenant's users | View | View |
Whatever the role, a dashboard or a chat shows only to the people its visibility allows (Dashboard, CLEO).
What an admin does
A Platform Admin, under Settings:
- adds people in User Management and gives them their platform role and tenant roles (Manage users);
- adds and deletes tenants in Tenant Management, with their sources and members (Manage tenants);
- works in every tenant without needing a tenant role.
A Tenant Admin changes their own tenant's details, sources, configuration and roles, but cannot add or delete a tenant or give people their roles. Platform Admins do those.
When something is out of reach
- A Tenant User who needs more in a tenant asks a Tenant Admin of that tenant.
- Anyone who needs an account, a role in another tenant or a new tenant asks a Platform Admin (Get help).
Custom roles
A custom role belongs to one tenant and holds exactly the permissions you pick. Each permission is one action on one area, such as reporting:read:
| Area | Actions |
|---|---|
| tenant | read, create, update, delete |
| user | read, create, update, delete |
| role | read, create, update, delete |
| dashboard | read, create, update, delete, import, export |
| analytics | read, create, update, delete |
| reporting | read, create, update, delete |
| automation | read, create, update, delete |
| ai agent | read, create, update, delete |
In Tenant Management, open the tenant with Edit Tenant, then select New Role under Tenant Roles to add one, or Edit Permissions to change one (Manage tenants).
This page describes Curade 3.0.0, the latest version.