Role-Based Security

Role-Based Security is a mechanism that controls data access in the Data Model based on the user's role. Each user can only view the data that corresponds to their assigned permissions.

How It Works

• Users are assigned to one or more roles.

• Each role has its own access rules, defined in the Data Model (e.g., by row-level filters, schema access, or column-level restrictions).

• When a user accesses a report, the system automatically applies the corresponding filter conditions based on their role.

Set Up Role-Based Security

1

Open the Role-Based Security Tab

Select the Workspace, navigate to Data Model, choose the Data Model you want to configure, then go to the Role-Based Security tab.

2

Assign Users to a Role

Choose the Default Role, open the Assignment section, add users to this role, and click Save.

3

Configure Role Filter Conditions

Select the Dataset you want to apply security to, go to the Filters tab, define the filter conditions for this role, and click Save.