Link Search Menu Expand Document

Roles and rights in Soda Cloud

To manage the actions of members that belong to a single organization, Soda Cloud uses roles and access rights. These roles and their associated rights of access enforce limits on the abilities for members to make additions and changes to datasets, to make changes to the Soda Cloud account, and to adjust the roles and rights of others.

Roles and rights in your account
Change organization roles and settings
Access an audit trail
Access to datasets and monitors
Default roles for datasets and monitors
Change the default access to datasets
Change access to a dataset
Review member licenses
Dataset and monitor owners
Go further

Roles and rights in your account

Anyone with access to your organization’s Soda Cloud account is known as a member. The roles that define the type of access members have to your organization’s Soda Cloud account are Admin and User. If you are the first member in your organization to sign up for Soda Cloud, you become the Admin for the account by default.

The following table outlines the rights of each role.

Rights Admin User
Access the organization’s Soda Cloud account as a member of the team
Invite colleagues to join the organization’s Soda Cloud account as members
View Organization Settings for a Soda Cloud account  
Change the name of the organization  
Adjust the Soda Cloud Plan to which the organization subscribes  
Establish integrations with other tools, such as with Slack  
View a list of members  
Review the license status of members  
Set the default role for members granted access to a dataset  
Adjust the default setting that automatically grants the Everyone group access to newly-added datasets  
Change the roles of members, including adding more Admins  
Reset member passwords or deactivate members  
Download a CSV file of an audit trail of Soda Cloud usage  
Define and adjust Attributes for datasets  

Change organization roles and settings

An Admin is the only role that can make changes to the Organization Settings and to the role assignments in the organization. Note, you can have more than one Admin associated with an organization in Soda Cloud.

As an Admin, login to your Soda Cloud account and navigate to your avatar > Organization Settings. Only Admins can view Organization Settings.

Tab Access
Organization Adjust the name of the organization and the type of Soda Cloud Plan to which your organization subscribes.
Members View a list of people who have access to the Soda Cloud account. Use the dropdown next to each name to adjust their role to be either Admin or User. Review each member’s License status as an Author or Viewer. Refer to Review member licenses.
Attributes Create new attributes for datasets in your organization that your colleagues can use to categorize datasets. See Organize datasets in Soda Cloud.
Responsibilities Adjust the default settings for accessing new datasets. See Change the default access to datasets.
Integrations Connect Soda Cloud to your organization’s Slack workspace. See how to Integrate with Slack.
Audit Trail Download a CSV file that contains user audit trail information. See Access an audit trail.

Access an audit trail

To meet your organization’s regulatory and policy mandates, you can download a CSV file that contains an audit trail of activity on your Soda Cloud account for a date range you specify. The file contains details of each member’s actions, their email and IP addresses, and a timestamp of the action. An Admin is the only role that can access an audit trail for a Soda Cloud account.

  1. As an Admin, login to your Soda Cloud account and navigate to your avatar > Organization Settings. Only Admins can view Organization Settings.
  2. Access the Audit Trail tab, then set the date range of usage details you wish to examine and click Download.

Alternatively, you can use the Audit Trail endpoint in Soda Cloud’s Reporting API to access audit trail data.

Access to datasets and monitors

The roles that define who can make changes to datasets and monitors are Manager, Editor, and Viewer. Where the roles and rights described above apply to your organization’s Soda Account, the roles and rights described in the table below apply to individual resources in your account, namely the datasets and monitors.

The following table outlines the rights of each role associated with individual datasets. Note that because of its universal access to all things in your Soda Cloud account, an Admin member as described above has all the rights of a Manager relative to datasets and monitors.

Rights Manager
and Admin
Editor Viewer
View Monitor Results of monitors associated with a dataset
Create and track Incidents associated with one or more monitor results
Create monitors associated with the dataset  
Edit monitors associated with the dataset  
Add and edit dataset Attributes, such as Description or Tags  
Edit dataset settings such as Enable Column Metrics or Sample Data  
Add Tags to a dataset  
Control member access to a dataset and its monitors (add or remove access)    
Change the roles of members with access to a dataset and its monitors    

Default roles for datasets and monitors

When a new member accepts an invitation to join an existing organization, Soda Cloud applies the following defaults to the new member:

  • the role of User in the organization
  • membership in the Everyone group

By default, all members are included in the group identity called Everyone In the context of an individual dataset, Admins and Managers can use the Everyone group when setting Responsibilities in a dataset. In this early implementation of roles and groups, Everyone is the only group that exists in Soda Cloud. It is not possible to add or remove members from the group, or to create new groups, yet.

For example...

For the Customers_EU dataset, Alice the Admin added the Everyone group to the dataset and assigned the group Editor privileges.

When Bob joins his organization's Soda Cloud account as a User member, Soda Cloud automatically adds his name to the organization's Everyone group. Thus, Bob automatically has Editor level access to the Customers_EU dataset.


By default, when a dataset’s Admin or Manager grants another member or the Everyone group access to a dataset, Soda Cloud automatically assigns the new member or group the default role of Editor for the dataset. You can adjust this setting to a different default role; see Change the default access to datasets.

For example...

When Alice the Admin adds Carlos, a member of her Soda Cloud account, to the Customers_US dataset, Soda Cloud automatically assigns him the role of Editor for that dataset.


By default, when any member adds a new dataset to the Soda Cloud account via Soda Core, Soda Cloud does not assign the Everyone group to the dataset. You can adjust this setting to automatically assign the Everyone group to each newly added dataset; see Change the default access to datasets.

Change the default access to datasets

As an Admin you have the option of adjusting three default access settings:

  • By default, when a dataset’s Admin or Manager grants another member or the Everyone group access to a dataset, Soda Cloud automatically assigns the new member or group the default role of Editor for the dataset. You can adjust this setting to a different default role.
  • By default, when any member adds a new dataset to the Soda Cloud account via Soda Core, Soda Cloud does not assign the Everyone group to the dataset. You can adjust this setting to automatically assign the Everyone group to each newly added dataset.
  • By default, Soda Cloud does not allow dataset owners to manage the responsibilites on the datasets they own. You can adjust this setting to automatically assign the role of Manager to all dataset owners, rather than Editor.
  1. As an Admin, login to your Soda Cloud account and navigate to your avatar > Organization Settings. Only Admins can view Organization Settings.
  2. Access the Responsibilities tab to adjust either of the two default settings:
    • Use the dropdown to adjust the default role of new members and groups who are granted access to a dataset.
    • Check the box for Soda Cloud to automatically assign the Everyone group to every new dataset that an Admin adds to the Soda Cloud account.
    • Check the box for Soda Cloud to allow all dataset owners to manage the responsibilities for datasets they own.

Note that by default, Soda Cloud automatically adds all new members to the organization’s Everyone group. See Default roles and group.

Example of changed default settings
  1. As an Admin, I individually edit the Responsibilities of Datasets A, B, and C and add the Everyone group as Editor to each.
  2. Then I access Organization Settings > Responsibilities and change the value of Default role when assigning a new user or group to a resource to Viewer and leave the check box unchecked for Automatically assign the "Everyone" group to the new resource.
  3. Then, using Soda Core, I connect to a new data source, and upload 20 new datasets to Soda Cloud.
  4. Back in Soda Cloud, I see all the new datasets, and Soda Cloud automatically made me the Dataset Owner of all of them, which comes with the role of Manager. None of the new datasets have any other members that can access them at present, except Admins who can access everything.
  5. Next, I edit the Responsibilities of new Datasets D, E, and F and add the Everyone group to those datasets and, because of my setting in Step 2, that group now has Viewer access to these three datasets.
  6. Datasets A, B, and C still have the Everyone group assigned to them, but those “Everyone” groups still have Editor access to these specific datasets.

In other words, you cannot globally change the role for the Everyone group across resources. You can only change the role of Everyone by:
a) changing it individually on an individual dataset or monitor.
b) changing its default role in the Organization Settings which only applies when the Everyone group is added to a dataset or monitor on upload or creation.

Change access to a dataset

When any member uses Soda Core to add a new dataset to the Soda Cloud account, the Member automatically becomes the Dataset Owner. The new dataset can only be accessed by an Admin and the Dataset Owner, who automatically becomes a Manager of the dataset, until the Admin or Dataset Owner changes access to the dataset to grant other members access.

As an Admin or a Manager of a dataset, you can access the Responsibilities tab for an individual dataset to make changes to the default role assignments in the dataset. All members, regardless of their role assignment, can view the Responsibilities tab for a dataset.

  1. As an Admin or Manager, login to your Soda Cloud account and navigate to the Datasets dashboard.
  2. Click the stacked dots to the right of the dataset for which you wish to adjust the role assignments, then select Edit Dataset.
  3. In the Responsibilities tab, use the search bar to find specific members to which you wish to assign a role other than the default, Editor, then use the dropdown next to each name to adjust their role.
    Alternatively, search for the group everyone and change the role of the group.

Review member licenses

Each Soda Cloud Plan (Soda Teams or Soda Enterprise) includes a specific number of Author licenses for members of the Soda Cloud account. A member’s license status controls whether they can make changes to any datasets and monitors in the Soda Cloud account.

  • Authors essentially have read-write access in Soda Cloud and maintain the role of Admin, Manager, or Editor relative to monitors and datasets. See Roles and rights above.
  • Viewers essentially have read-only acecss in Soda Cloud and maintain the role of Viewer relative to monitors and datasets. See Roles and rights above.
  1. To review the licenses that your members have, as an Admin, login to your Soda Cloud account and navigate to your avatar > Organization Settings. Only Soda Cloud Admin members can view Organization Settings.
  2. Access the Members tab to view a list of people who have access to your Soda Cloud account, the role they have in the organization (Admin or User), and their License status (Author or Viewer).
  3. Click a member’s Author or Viewer label in the License column to access a Responsibilities window that lists the member’s access to resources (datasets and monitors), the role they hold for each resource, and their license status relative to the resource.

Dataset and monitor owners

There are two ownership roles in Soda Cloud that identify the member that owns a dataset or monitor. These ownership roles do not enforce any rights or permissions on the datasets or monitors, they are simply identifiers.

  • By default, the member who created the API keys that link Soda Core to Soda Cloud becomes the Dataset Owner of all existing datasets that already had connections to Soda Core. The default role that Soda Cloud assigns to the Dataset Owner is that of Manager.
  • By default, any member who uses Soda Core to add a new dataset to the Soda Cloud account becomes the Dataset Owner. The default role that Soda Cloud assigns to the Dataset Owner is that of Manager.
  • By default, the member who creates a monitor become the Monitor Owner.

Change the Dataset Owner

  1. If you are the Admin of the organization, or have a Manager role for the dataset, login to your Soda Cloud account and navigate to the Datasets dashboard.
  2. Click the stacked dots to the right of the dataset for which you wish to adjust the ownership, then select Edit Dataset.
  3. In the Attributes tab, use the dropdown to select the name of another member to take ownership of the dataset, then Save.
  4. Soda Cloud automatically assigns the role of Manager to the new Dataset Owner.

Change the Monitor Owner

  1. If you are the Admin of the organization, or have a Manager or Editor role for the monitor’s dataset, login to your Soda Cloud account and navigate to the Monitors dashboard.
  2. Click the stacked dots to the right of the monitor for which you wish to adjust the ownership, then select Edit Monitor.
  3. In the Attributes tab, use the dropdown to select the name of another member to take ownership of the monitor, then Save.

Go further


Last modified on 01-Jul-22

Was this documentation helpful?
Share feedback in the Soda community on Slack.

Help improve our docs!

  • Request a docs change.
  • Edit this page in our GitHub repo.