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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
Default roles and groups
Change organization roles and settings
Review member licenses
Change access to a dataset
Change the default access to datasets
Dataset and monitor owners
Access an audit trail
Go further

Roles and rights

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. 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  

The roles that define who can add or make changes to a dataset are Admin, Manager, Editor, and Viewer. The following table outlines the rights of each role associated with individual datasets.

Rights Admin Manager 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  
Edit dataset Responsibilities    
Edit dataset Attributes  
Edit dataset settings such as Enable Column Metrics or Sample Data  
Change the roles of members for an individual dataset    
Add a dataset      
Connect to a new data source      
Make changes to a data source connection      

Default roles and groups

If you are the first member in your organization to sign up for Soda Cloud, you become the Admin for the account by default.

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. 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.

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.

  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 Organization tab to adjust the name of the organization and the type of Soda Cloud plan to which your organization subscribes.
  3. Access the Members tab to 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.
  4. Access the Integrations tab to connect Soda Cloud to your organization’s Slack workspace. See how to Integrate with Slack.

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.

  • Authors essentially have read-write access to elements 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 acess to elements 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, login to your Soda Cloud account and navigate to your avatar > Organization Settings. Only Soda Cloud Admins 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.

Change access to a dataset

As an Admin or a Manager of a dataset, you can access the Responsibilities tab for a 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.

Change the default access to datasets

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

  • By default, when a dataset’s Admin or Manager grants another member access to the dataset, Soda Cloud automatically assigns the new member the default role of Editor for the dataset.
  • By default, when an Admin adds a new dataset to the Soda Cloud account, Soda Cloud does not assign the Everyone group to the dataset. When freshly added, a new dataset can only be accessed by an Admin, until he or she changes access to the dataset to grant other members access.
  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 members who are granted access to a dataset.
    • Check the box for Soda Cloud to auomtatically assign the Everyone group to every new dataset that an Admin adds to the Soda Cloud account. Effectively, this means that every member in the organization has the rights of an Editor when making changes to a dataset or adding or editing monitors associated with the dataset.

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

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 SQL to Soda Cloud becomes the Dataset Owner of all onboarded datasets. 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.

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.

  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.

Go further


Last modified on 18-Jan-22

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