User Types and Roles

Pyramid enables all users to get the most out of their experience. Choosing between Professional, Analyst, Viewer and Basic user types allow success for the seasoned data professionals, the data analysts, for non-technical business users and consumers of embedded Pyramid content.

User access to the tool's modules is determined by user license type and security roles and profiles. The ability to configure the seat types, the functional access, content access and ultimately data access gives system administrators fine grain control over each and every user's experience on the platform.

User Types

The core differences between the user types can be summarized as:

  • Professional: offers the full capabilities of the platform for authoring and consuming content.
  • Analyst: offers lighter versions of the main apps for authoring and consuming content.
  • Viewer: offers access for those consuming and interacting with predefined content.
  • Basic: offers access for those consuming and interacting with predefined embedded content .


The Professional user type is intended for power business users familiar with working with data, who spend most of their time constructing analytic models, conducting advanced business analysis, and creating content. With a No-Code / Low-Code approach, 'pro' business users can create, view, consume and share advanced visualizations, dynamic text and images, and more valuable content with business users to reuse in presentations and publications.


The Analyst user type provides intermediate level access for users with moderate experience on data analytics. It is characterized with access to several of the 'Apps' available to a Professional user, but with a "Lite" interface and simplified experience. Analyst users can create and share content and manage that content with access to the CMS, but again with a lighter touch, without the more advanced options.


The Viewer user type is a dedicated consumption client intended for non-technical business users. Business users can view and consume valuable content created by other users easily. With a simplified user interface and specialized access to only the content you want them to see, viewers can easily find and consume the analytic content they need.


The Basic user type is designed for use with Pyramid content embedded in third party web applications. Pyramid Embed is a light weight, code-injectable client that provides superior performance coupled with interactive capability. Application developers creating bespoke analytic applications will find the Basic user type ideal for delivering high class, polished web applications.


Administrators can create different user profiles denying certain users access to different parts of the application. Profiles can be set of pro's, analysts and viewers - and allow more detailed customization of which functions a user, with a given license / seat type, may access. With the ability to create an unlimited number of profiles, each with a different combination of switches, it's possible to tailor the Pyramid application experience in hundreds of ways for the various user types within an organization.

Beyond profiles, functional access to specific content items can be further customized on a item by item basis using "run-time settings".


Administrator Role

Certain professional users can be elevated to an administrative role - giving them demonstrative control of the application and access to numerous system elements (like content and data) regardless of the permissions assigned to the content or data. Administrative rights are split between:

  • "Enterprise Admins" - full and global administrative access to any part of the Pyramid instance
  • "Domain Admins" - partial administrative access to parts of the Pyramid instance relevant to the specific tenant they are attached to

Security Roles

All aspects of Pyramid are governed through security roles - making them central to the security of data and content; and, the sharing of data and content on the platform. The role management tool, in the admin, is designed to add or remove users from different roles to facilitate role based management of all aspects and items in the platform. Roles can then be deployed and set in a variety of venues from the content manager, to the data manager and many other locations within the admin console itself for various other items.