User Roles

Roles in Holistics

There are four user roles in Holistics:

• Admin: Has all privileges of other roles, plus the ability to manage users, data sources, billing,... and impersonate other users.
• Analyst: Can create & edit reports, dashboards, data models and datasets on the data sources shared with them. Analysts cannot manage users, or connect new data sources.
• Explorer: Can view and explore datasets & dashboards that are shared with them. Explorers can create and edit dashboard when granted appropriate permission or in private workspace.
• Viewer (Business User): Can only view reports and dashboards that are shared with them.

For more information on the difference between these roles, please click here.

Role 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	✅

CRUD operations include: create, read, update and delete

Edit User Role

To edit a user's role, from User Management Dashboard:

1. Click Edit.
2. Select the new role from the dropdown box.
3. Click Submit.