Role Management Admin
Every user in Nucleus has a role that determines what they can see and do. There are three roles.
Role Comparison
| Capability | Viewer | Analyst | Admin |
|---|---|---|---|
| View dashboards and reports | Yes | Yes | Yes |
| Use AI chat | Yes | Yes | Yes |
| Create/edit dashboards | No | Yes | Yes |
| Create/edit reports | No | Yes | Yes |
| Run SQL queries | No | Yes | Yes |
| Upload data files | No | Yes | Yes |
| Manage CRM records | No | Yes | Yes |
| Invite users | No | No | Yes |
| Manage workspaces | No | No | Yes |
| Manage API keys | No | No | Yes |
| Change user roles | No | No | Yes |
| Access Settings (all tabs) | Profile only | Profile only | Full access |
What Each Role Sees
Viewer
The sidebar shows only the sections enabled for their workspace: Dashboards, Reports, and AI Chat. They cannot see Data, Integrations, or admin Settings tabs. Viewers consume information but cannot create or modify it.
Analyst
In addition to everything a Viewer sees, Analysts get access to Data (SQL runner, file uploads), CRM, and the ability to create dashboards, reports, and tabs. They can share tabs with their workspace.
Admin
Full access to everything, including Settings tabs for Users, Workspaces, API Keys, and Integrations. Admins can invite users, change roles, and configure the platform.
Changing a User’s Role
- Go to Settings > Users.
- Find the user in the list.
- Click the Role dropdown next to their name.
- Select the new role.
- The change takes effect immediately.
Downgrading a user from Analyst to Viewer removes their ability to edit dashboards and reports they created. The dashboards and reports still exist — they just become read-only for that user.
Best Practices
- Start users as Viewers and upgrade as needed.
- Keep the number of Admins small — typically just the account owner and one backup.
- Use Analyst for anyone who needs to build dashboards or explore data.