Understanding User Roles and Permissions in Intellistack Streamline

Intellistack Streamline uses role-based access control to help you manage permissions across your account. There are four primary user roles—Admin, Manager, Builder, and Operator—each with a clearly defined set of capabilities and restrictions. 

This article outlines what each role can and can’t do, so you can assign access appropriately based on your team’s responsibilities.

Tip: If you're looking for help with adding a user for the first time, we'd recommend checking out this article. 

Admin Role

Admins have full access across the platform and are responsible for managing users, integrations, and account-level settings. This role is typically assigned to IT leads or team members responsible for security and configuration.

Admins can:

• Add and remove users, assign roles
• Connect and manage Data Integrations and Event Integrations
• Create and manage datasets from connected integrations
• Create and manage projects
• Access account-level settings including custom SSO and security controls
• Export audit logs and view the full account activity log
• Manage global and individual workflow step access settings
   

Manager Role

Managers oversee projects and data workflows. They combine the permissions of both Builder and Operator roles with added project-level administration.

Managers can:

• Create, view, edit, and delete datasets
• Invite users and manage team membership
• Access the data catalog
• View the audit log
• Create and manage projects
• Manage individual workflow step access settings
   

Managers cannot:

• Connect or manage data Integrations or event Integrations
• Access custom SSO or account security settings
   

Builder Role

Builders are typically non-technical users (often referred to as citizen developers) responsible for configuring forms, workflows, and documents.

Builders can:

• Create and edit workflows using the Workflow Builder
• Manage settings for projects they’re assigned to
• Invite collaborators to those projects
   

Builders cannot:

• Connect to or manage data or event integrations
• Access projects they haven’t created or been invited to access
• Create or modify datasets
• Access any account-level settings
   

Operator Role

Operators support the execution of workflows, especially those involving live sessions or real-time interaction.

Operators can:

• View and start sessions for projects they’re assigned to
• Monitor active session lists
• Search and retrieve data within sessions using configured data search steps
   

Operators cannot:

• Edit workflows or access the Workflow Builder
• View or edit workflow logic
• Set up or access any data or event integrations
• Manage any account level settings

Need help assigning the right roles? Reach out to your Admin, or contact Intellistack Support. You can also review your current team permissions under Manage Users > Users