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Documentation Index

Fetch the complete documentation index at: https://docs.datagenie.ai/llms.txt

Use this file to discover all available pages before exploring further.

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What RBAC is

RBAC (Role-Based Access Control) is role-based access control over datasets, dashboards, and features. DataGenie uses a three-tier access model — Global, Tenant, and Dataset — so the right people get the right permissions without overexposing sensitive data.

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When to use each role

RoleBest for
ReaderBusiness users who consume autonomous insights — VPs of Analytics, directors, managers. View-only, no dataset or detection changes.
EditorAnalysts and data operators who tune detection — add panels, save Wisdom queries, adjust KPI definitions within their scope.
AdminDataset owners responsible for schedules, AD Groups, and access control for their datasets.
Global AdminPlatform administrators managing users, tenants, and workspace defaults.
Be deliberate about who receives Editor and Admin access. Changes to KPI definitions, processing schedules, or AD Group assignments cascade across all stories and analyses downstream.

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What you get

Three-tier access model

Global → Tenant → Dataset. Each tier narrows scope without duplicating roles.

Built-in role types

Global Admin, Editor, Reader, plus Custom Roles for organization-specific needs.

Dataset-level precision

Assign Reader / Editor / Admin per dataset — sensitive data stays scoped.

SSO & manual user onboarding

See User addition for enterprise identity provider setup.

Workspace governance

Keep permissions aligned as teams, datasets, and detection groups evolve.

Auditability

Role assignments and permission changes are tracked. See Security & Trust.

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How it works

Open Users & Mappings

From Configuration, go to Users and Mapping and click Manage Roles for the selected user.

Assign a Global Role

Set the baseline permission level across the workspace.

Define Tenant-level access

Reader or Editor at the tenant level — governs how the user interacts with datasets within that tenant.

Grant Dataset-level access

Per-dataset Reader / Editor / Admin — precise control over which data they can view, modify, or administer.

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Role types

Full access to all features, datasets, users, and workspace configuration. Can create and customize roles.
Interact with and modify content — add dashboard panels, save Wisdom queries, edit dataset configurations within permitted scope.
View-only access to assigned features and datasets. Ideal for insight consumers who shouldn’t change detection logic.
Admins create and customize roles for organization-specific needs.
Keep roles simple. Use the smallest number of roles that still matches how your teams work, then apply dataset-level access where necessary.

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What’s next

User addition & SSO

Add users manually or via SSO — enterprise identity provider configuration.

Datasets

The datasets access control applies to.

Security & Trust

SSO, audit, data residency, and Trust Center.