Restricting Access for Specific Users

Definite has two user roles—Admin and Analyst—that you can assign to team members based on their responsibilities:

  • Admin: Full access to all features, including user management, settings, and content.
  • Analyst: Read-only access to dashboards created by other team members.

To restrict access for a team member using an Admin account, follow these steps:

From the Definite homescreen Settings Integrations Team, select the user you want to restrict access for.

Click the More options icon next to the user's email, then click Demote to Analyst.

The user will now have read-only access to dashboards.

For per-Doc and per-project sharing (including the "Everyone on team" toggle and how Admin role interacts with sharing), see Sharing & Permissions.