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We use role-based access control (RBAC) to ensure users have the right permissions for their job. In an RBAC model, each user is assigned one or more roles, and each role bundles a set of capabilities. This ensures that team members access only the information they need to do their job. Our tool also implements granular access controls (including row- and column-level security) to protect data. Every operation in WisdomAI, from viewing dashboards to managing data sources, falls under these role-based permissions:

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Core Roles in WisdomAI

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Administrator

The Administrator is the superuser of the WisdomAI platform with full system-wide privileges. Administrators are responsible for the foundational setup and governance of the workspace. They can:
  • Manage users and roles: Invite or remove users, assign or modify roles, and oversee access permissions.
  • Manage Domains: Configure and maintain organizational domains within WisdomAI.
  • Connect and organize data: Link external data sources, manage schemas (i.e., the structure of tables and relationships), and maintain core metadata.
  • Oversee workspace content: Review, publish, or unpublish key assets like stories and models to control visibility and access.
  • Monitor and audit activity: Track system usage, access logs, and platform health metrics to ensure smooth operation.
Every WisdomAI instance must have at least one Administrator.

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Data Administrator

The Data Administrator manages and prepares data assets within specific Domains. They do not have global system permissions but can:
  • Connect Domain-level data: Set up and configure data sources for their assigned Domains.
  • Model business context: Define metrics, entities, and relationships relevant to their Domain.
  • Manage content: Create and maintain Stories, Playbooks, and Domain-specific assets as well as manage access to Dashboards and Reports.
  • Apply data policies: Set row-level and column-level access rules and validation policies.
  • Collaborate with Explorers: Ensure data is usable, discoverable, and tailored to user needs.
Data Administrators cannot manage users and roles.

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Explorer

Explorers are data consumers. They use WisdomAI to explore, analyze, and interact with data through stories and chat. They can:
  • Ask questions: Use natural language chat to query data.
  • Explore stories: View and interact with published stories and dashboards.
  • Use playbooks: Run and reuse automated data workflows.
  • Share insights: Export and share results with others.
  • Save views: Bookmark visualizations or findings for later use.
  • Access Reports: View and interact with published reports (Access to Reports).
  • Knowledge Management: Access and utilize knowledge within the platform.
Explorers cannot manage data sources, users, or settings.

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Role Comparison Table

CapabilityAdministratorData AdministratorExplorer
User and Role Management✅❌❌
Domain Management✅❌❌
Audit Logs and Usage Metrics✅❌❌
Data Source Management✅✅❌
Domain-Specific Data Modeling✅✅❌
Row/Column-Level Data Management✅✅❌
Build/See Stories (Dashboards)✅✅✅
Ask Questions✅✅✅
Access to Reports✅✅✅

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Next Steps

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