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Permission System

In Holistics, you can enforce permission control at several levels.

Data Source-Level Permission

Administrators can share data sources to specific analysts from the Manage Data Sources page.

Data Analysts cannot view or modify database credentials information of any data source.

Behind the scene, the database user that they use to is the one specified in the data source itself. Therefore, the analyst can only run queries against the schemas and tables allowed for that database user.

Dashboard-Level Permission

With User Access, you can share reports/dashboards/folders with specific users or groups.

Here we're going to share the Ecommerce Dashboard with a particular user or a user group. Just click on Share > Share by Users/Groups:

In contrast, if you want to publish my dashboard to all users, just simply toggle on Publish mode:

Roles and Resource Permissions Matrix

All permissions of each role are listed below to help you decide which role to assign.

CRUD: Create, Read, Update and Delete

Holistics Permission Matrix : v3.0

DescriptionViewerExplorerAnalystAdmin
Data source
View, edit, and manage data sources (access, connection credentials, etc.)
CRUD operations on all resources that are built from this data source (Data Models, Dataset, Widgets)✅ if data source is shared
Dataset
  • View Dataset in team workspace
  • Explore Dataset, and Widgets generated from this dataset
  • Create Widgets and Filters from this dataset
  • CRUD Business Calculations
  • ✅ if dataset is shared✅ if its data source is shared, or dataset is shared
    Edit and manage Datasets (including managing data models, relationships, user access and row-level permission rules)✅ if its data source is shared
    View custom field's definition and generated SQL✅ if its data source is shared, or dataset is shared
    Folder
    View any folder and its child resources (folders, dashboards)✅ if the folder is shared✅ if the folder is shared✅ but can't see the widget data if its data source is not shared with them
    Edit this folder and its child folders/reports/dashboards
    Dashboard
  • View any dashboard in team workspace
  • Interact with Dashboard (Filter, Cross-filter, Drill, be drilled to)
  • Export
  • ✅ if the dashboard is shared✅ if the dashboard is shared✅ but can't see the widget data if its data source is not shared with them
    Edit dashboard's meta data (title, description)✅ if user is dashboard owner
    Lock dashboard✅ if user is dashboard owner
    CRUD filters✅ if user is dashboard owner✅ if its datasource / dataset is shared
    CRUD widgets✅ if user is dashboard owner✅ if its datasource / dataset is shared
    Copy & Move dashboard/widget✅ in private workspace only✅ between private and team workspace✅ between private and team workspace
    Explore a widget✅ If its dataset is shared✅ If its data source / dataset is shared
    Share access with other users✅ if user is dashboard owner
    CRUD Schedules and Shareable Links
    CRUD Embedded Analytics
    Edit Cache Settings✅ if user is dashboard owner
    Enable / disable Drill-through / Cross-filtering✅ if user is dashboard owner
    Admin Management
    Workspace settings, Billing, etc.
    Invite and manage Users, User Attributes

    Row-level Permission

    Row-level Permission allows you to grant filtered access for your users (aka record-level permission), please refer to Row-level Permission to learn more.

    CRUD operations include: create, read, update and delete

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