Holistics Docs - End-to-End Business Intelligence Platform

The Holistics Documentation

Welcome to the Holistics Documentation. You'll find comprehensive guides and documentation to help you start working with Holistics as quickly as possible, as well as support if you get stuck. Let's jump right in!

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User Roles and Invitation

Invite Your Teammate Into Holistics

On the top right, click Setttings -> Users to access Users Management:

Here you can see a list of users in your organization. On the right below Settings, click Invite User

Submit the invitation form with required information:

  • Name, Email, Role
  • Allow API Access: Allow access to Holistics API for this user.
  • Custom Message: Message sent along with the invitation link to the input email.

User Roles

  • Admin: Admin can manage users, reports, dashboards and billing, etc.
  • Analyst: Can create and edit reports and dashboards whose data source is shared with them. Analyst cannot manage users, or connect new data sources.
  • Business User: Can only view reports and dashboards that are shared with them

User Roles and Invitation