User Roles

Manage platform access with evolving, role-based permissions.

Overview

Data Talks CDP provides a straightforward yet evolving access control system that allows organizations to manage user permissions with ease. While all users are initially granted administrative access until another role type is defined, organizations can configure role-based access to tailor the experience for different team members and use cases.

Default Access Rights

By default, when a new user is added to a new organization in Data Talks CDP, they are assigned the Admin role. This grants them full access to the platform, including:

  • All menu items in the sidebar

  • Administrative features such as user invitations, role management, and system configurations

  • Full visibility and edit rights across dashboards, segments and sendouts

This approach enables quick onboarding and full feature access for users who are actively building and managing your CDP environment.

Custom Roles and Permissions

To offer greater control, custom roles can be created under Admin → Roles. These roles allow organizations to define user types with more limited access based on operational needs.

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Current permission settings include:

  • Restricting access to the Admin section in the sidebar

  • Limiting visibility of specific dashboards or creating new charts using certain data sources in the Analytics Framework

Once an additional Role is defined other than the system default Admin, new users can be invited as Admins or with another user right.

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Super Admin Role

The CDP provides also a Super Admin role — designed for advanced users who need deeper access to the underlying data structure of the CDP. A Super Admin role can be assigned by the Data Talks Customer Success team only, after passing the onboarding and initial training sessions.

This role grants access to key areas such as the Golden Record, Collisions, and the Integration Library, and within the Analytics Framework, allows Super Admins to add pr delete data sources and relationships. It is ideal for technically skilled users who have a comprehensive understanding of the data structure of the CDP.

What’s Next

We’re actively enhancing role capabilities. We would love to hear your input about the ideal access control system for your organization. Please share this via support@datatalks.se or directly through the in-app chatbot, as Product Feedback.

 

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