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 scenes, 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, you can add All users tag as follows:

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 : v4.0

Description	Viewer	Explorer	Analyst	Admin
Data source
CRUD and manage data sources (access, connection credentials, etc.)	❌	❌	❌	✅
SQL Editor
Access SQL Editor and Write Adhoc Queries	❌	❌	✅	✅
Execute adhoc queries in SQL Editor	❌	❌	✅ if data source is shared	✅
Data Model
Access Development workspace	❌	❌	✅	✅
CRUD data models	❌	❌	✅	✅
Preview/Retrieve data from Models/Datasets/Reports in Modeling	❌	❌	✅ on shared Data Sources only	✅
Integrate with Git: Connect to new Git Repository Disconnect the current External Git Repository	❌	❌	✅	✅
Restore to the Previous Version	❌	❌	✅	✅
Deploy to Production	❌	❌	✅	✅
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	✅
CRUD 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	✅
Create, Update, Delete folder and its child folders/reports/dashboards	❌	✅ if the folder is shared with Edit permission	✅	✅
Dashboard
Create dashboard	❌	✅ in private workspace, or folder is shared with Edit permission	✅	✅
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 they can only see the widget data if its data source or dataset is shared with them	✅
Edit dashboard's meta data (title, description)	❌	✅ If the user is the dashboard owner or is granted Edit permission	✅	✅
Lock dashboard	❌	❌	✅ if user is dashboard owner	✅
CRUD filters	❌	✅ If the user is the dashboard owner or is granted Edit permission	✅ if its datasource / dataset is shared	✅
CRUD widgets	❌	✅ If the user is the dashboard owner or is granted Edit permission	✅ if its datasource / dataset is shared	✅
Copy & Move dashboard/widget	❌	✅ in private workspace only, or shared Edit permission on dashboard & destination folder	✅ 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 Data Schedules and Shareable Links	❌	❌	✅	✅
CRUD Data Alerts	❌	❌	✅	✅
CRUD Embedded Analytics	❌	❌	❌	✅
Edit Cache Settings	❌	✅ if user is dashboard owner or is granted Edit permission	✅	✅
Enable / disable Drill-through / Cross-filtering	❌	✅ if user is dashboard owner (only 3.0 dashboard)	✅	✅
Admin Management
Workspace settings, Billing, etc.	❌	❌	❌	✅
Invite and manage Users, User Attributes	❌	❌	❌	✅
Log in as another user (Impersonation)	❌	❌	✅ See usage notes for more details.	✅ See usage notes for more details.
Holistics As-code (4.0)
Access Data Modeling layer	❌	❌	✅ All Analysts	✅

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