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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. Our tool also implements granular access controls (including row- and column-level security) to protect data. This ensures that team members access only the information they need to do their job.

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Core Roles in WisdomAI

Every operation in WisdomAI, from viewing dashboards to managing data sources, falls under these role-based permissions:

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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 context import, which ingests business rules and data dictionaries.
  • 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, 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.
  • Leverage enterprise context: Access and utilize organizational knowledge directly within the chat to ground responses in business-specific logic.
  • Explore Stories: View and interact with published Stories and Dashboards.
  • Share insights: Export results to Slack or email and share findings with others.
  • Save views: Bookmark visualizations or findings for later use.
  • Access Reports: View and interact with published reports (Access to Reports).
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

Row Level Access Control

Learn how to restrict data access for specific users or roles at the row level.

Supported Data Sources

Explore the full list of databases and platforms you can connect to the system.

How WisdomAI Works

Understand the core concepts and architecture behind the platform’s data analysis capabilities.

Basic Tutorial: Connect and Test

Walk through the initial setup to connect a data source and run your first query.