Access control, administration & portability — found from sitemap — Holistics

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Facts read from this source

• Role count Report an error

  “There are four user roles in Holistics:”

• Admin role Report an error

  “Admin: Has all privileges of other roles, plus the ability to manage users, data sources, billing,... and impersonate other users.”

• Analyst role Report an error

  “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 role Report an error

  “Explorer: Can view and explore datasets & dashboards that are shared with them. Explorers can create and edit dashboard when granted appropriate permission or in personal workspace.”

• Viewer role Report an error

  “Viewer (Business User): Can only view reports and dashboards that are shared with them.”

• Datasource manage permission Report an error

  “CRUD and manage data sources (access, connection credentials, etc.) ❌ ❌ ❌ ✅”

• Sql editor permission Report an error

  “Access SQL Editor and write adhoc queries ❌ ❌ ✅ ✅”

• Datamodel permission Report an error

  “CRUD data models ❌ ❌ ✅ ✅”

• Git integration permission Report an error

  “Integrate with Git (connect to or disconnect an external repository) ❌ ❌ ✅ ✅”

• Deploy production permission Report an error

  “Deploy to production ❌ ❌ ✅ ✅”

• Explore dataset permission Report an error

  “CRUD and manage datasets (data models, relationships, user access, and row-level permission rules) ❌ ❌ ✅ 3 ✅”

• Create dashboard permission Report an error

  “Create dashboard ❌ ✅ 1 ✅ ✅”

• Embedded analytics permission Report an error

  “CRUD embedded analytics ❌ ❌ ❌ ✅”

• Impersonation permission Report an error

  “Log in as another user (impersonation) ❌ ❌ ✅ 1 ✅ 2”

• Workspace settings permission Report an error

  “Workspace settings, billing, etc. ❌ ❌ ❌ ✅”

• User management permission Report an error

  “Invite and manage users and user attributes ❌ ❌ ❌ ✅”

• Ascode permission Report an error

  “Access the Data Modeling layer ❌ ❌ ✅ ✅”

• AI permission Report an error

  “Access Holistics AI ❌ ✅ ✅ ✅”

• AI permission enforcement Report an error

  “Holistics AI respects each user's existing permissions — it only returns data and performs actions the user is already allowed to do. Admins can enable or restrict AI access per user in Who Can Use AI.”

• Edit user role Report an error

  “To edit a user's role, from User Management Dashboard: Click Edit. Select the new role from the dropdown box. Click Submit.”

Scores citing this record

• The Data Analyst Self-service analysis & shared metrics
• The Data Analyst Access control, administration & portability
• The Finance Controller Self-service analysis & shared metrics
• The Finance Controller Access control, administration & portability
• The IT Administrator Self-service analysis & shared metrics
• The IT Administrator Access control, administration & portability
• The Managing Director Self-service analysis & shared metrics
• The Managing Director Access control, administration & portability
• The SaaS Product Lead Self-service analysis & shared metrics
• The SaaS Product Lead Access control, administration & portability
• The Skeptic Self-service analysis & shared metrics
• The Skeptic Access control, administration & portability