User Roles & Capabilities

Understanding the different user roles in ANDI and how they can help your team collaborate effectively

ANDI's role-based access control system ensures that everyone in your organization gets exactly the right level of access they need. From executives who need high-level insights to power users who build dashboards, our flexible roles system scales with your team.

Unlike traditional BI tools that charge per seat, ANDI allows unlimited users on every plan. This means you can invite your entire organization to collaborate without worrying about escalating costs. Our role-based system ensures proper governance while maximizing collaboration.

User Roles & Capabilities

ANDI offers role-based access for unlimited users, ensuring everyone gets the right level of access.

Viewer

Access to read dashboards and receive reports

Capabilities:

  • View dashboards and reports
  • Receive scheduled insights
  • Access shared analyses
  • View KPI tracking
  • Read comments and annotations
Who is this for?

Perfect for executives, stakeholders, and team members who need to stay informed but don't need to create content.

Unlimited Users on Every Plan

Unlike traditional BI tools, ANDI allows unlimited users on every plan. You only pay for the insights and capabilities you need, not per seat.

Role-Based Collaboration Best Practices

Executive Insights

Executives typically use the Viewer role to access high-level dashboards and insights without needing to create content. Consider setting up automated reports and insight subscriptions to keep leadership informed without requiring them to log in regularly.

Analyst Workflow

Analysts benefit from the Analyst and Insight Creator roles, which allow them to build dashboards and train the system. Create a regular feedback loop where analysts can refine the system's insight detection logic based on business needs.

Cross-Functional Teams

For cross-functional teams, use the Explorer role to enable team members to ask questions and explore data without overwhelming them with dashboard creation tools. This empowers everyone to find answers while maintaining governance.

IT and Administration

IT teams should use the Admin role to manage user access and system configurations. We recommend having at least two administrators to ensure continuity and implementing regular access reviews to maintain security.

Ready to empower your entire team?

With unlimited users on every plan, ANDI makes it easy to bring your whole organization into the data conversation.