For the complete documentation index, see llms.txt. This page is also available as Markdown.
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.
