Overview

This guide explains how to control data access in Insights using teams, permissions and row-level security

Note: Make sure you have Insights Admin role in order to configure user permissions

Insights provides three levels of access control:

1. Application-level: Role-based access (Insights Admin, Insights User)
2. Resource-level: Team-based access to data sources, tables, dashboards, charts
3. Row-level: Filter-based restrictions on table data (e.g., show only assigned customers)

Permission Hierarchy

User → Team(s) → Resources (Data Sources/Tables) → Row Filters

• Users are assigned to one or more teams
• Teams are granted access to specific resources
• Resources can have row-level filters applied