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QPR ProcessAnalyzer has a role-based access control, where all operations require appropriate rights in order to be executable. rights are given to '''users''' and '''user groups''' by assigning users or groups to '''roles''', where roles are a collection of '''permissions'''. Permissions are fixed in QPR ProcessAnalyzer and there is a fixed list of operations behind a permission what user can do. Roles can be bound either to '''projects''' or be '''global''', which means that that role (and its permissions) is applicable for all the contents in the system. Users belonging to a user group, have always all the roles assigned to that user group.
QPR ProcessAnalyzer has a role-based access control, where all operations require appropriate rights in order to be executable. Rights are given to ''users'' and ''groups''' by assigning ''roles'' to them. Roles are a collection of ''permissions''. Permissions are fixed in QPR ProcessAnalyzer allowing certain operations to be done. Some roles are ''project roles'' meaning that role (and its permissions) is applicable only for that project. Roles can also be ''global'' which gives rights to all projects in the system. Users belonging to a group, have all the roles assigned to that group.


== Global and Project Roles ==
== Roles and Permissions ==
There are two types of roles in QPR ProcessAnalyzer:
By default, QPR ProcessAnalyzer system contains roles that are shown in the following table (roles are as columns). The roles have been mapped to certain ''permissions'' that are also shown in the following table (permissions are as rows).
* '''Global roles''' are used to give rights in the entire QPR ProcessAnalyzer environment.
* '''Project roles''' are used to give rights in a certain project. When assigning projects roles, the project needs to be defined.
 
When using the [[Manage Users in QPR ProcessAnalyzer Excel Client|Manage Users]] dialog, global roles are assigned when '''<All>''' is selected from the project list. Projects roles are assigned, when a project is selected in the list.
 
By default, QPR ProcessAnalyzer environment contains global and project roles that are shown in the following table (roles are as columns). The roles have been mapped to certain '''permissions''' that are also shown in the following table (permissions are as rows). It's possible to create new roles in QPR ProcessAnalyzer.


{| style="color:black; cellpadding="10" class="wikitable"
{| style="color:black; cellpadding="10" class="wikitable"
!scope="row" colspan="2"| ||!scope="row" colspan="4"|Global roles||!scope="row" colspan="4"|Project roles
!scope="row" colspan="2"| ||!scope="row" colspan="3"|Global roles||!scope="row" colspan="4"|Project roles
|-
|-
!Permission||Allowed operations||Administrator||ModelCreator||Evaluator&nbsp;([[User_Roles_and_Permissions_in_QPR_ProcessAnalyzer#Additional_Restrictions_for_Evaluator_Role|*]])||RunScripts||Administrator||Designer||Analyzer||Viewer
!Permission||Allowed operations||Administrator||Create models||SQL Scripting||Administrator||Designer||Analyzer||Viewer
|-
|-
||GenericRead||
||'''View dashboards'''<br>(GenericRead)||
* View project's and model's contents (metadata, cases, events, ...)
* View project's and model's information (name, description, configuration etc.)
* Open analyses for models
* List datatables and view their contents
* See own private filters, all published filters and the model default filter (not possible to create new filters)
* Open dashboards (queries made by the dashboards are still restricted by the permissions)
||[[File:Tick.gif|center]]|| || || ||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]
* Run analyses for model and view the analysis results
* See own private filters, all published filters and the model default filter (not allowed to create/modify/delete filters)
||[[File:Tick.gif|center]]|| || ||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]
|-
|-
||Filtering||
||'''Save filters'''<br>(Filtering)||
* Create new filters
* Create, modify and delete own filters (private and public, but not model default)
* Modify and delete own filters
* Publish own private filters for other users (but not set the model default filter). Published filters are still user's own, so other users cannot modify them.
* Publish filters (not set model default filter) (published filters are still user's own, so other users cannot edit them even though they can see them)
||[[File:Tick.gif|center]]|| || ||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||
||[[File:Tick.gif|center]]|| || || ||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||
|-
|-
||GenericWrite||
||'''Design dashboards'''<br>(EditDashboards)||
* Edit model information (not possible to create or delete models)
* Create, modify and delete dashboards in the project.
* Create and modify filters for model
||[[File:Tick.gif|center]]|| || ||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||
* Import new data to models
||[[File:Tick.gif|center]]|| || || ||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||||
|-
|-
||CreateModel||
||'''Import data'''<br>(GenericWrite)||
* Create projects. When a project is created, the creator gets project Administrator role for the project (givin full permissions to the project)
* Import data to datatables, modify/remove rows in datatable, add/modify/remove columns in datatable
||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]|| ||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||||
* Create, edit, delete design diagrams
* Edit model settings (but not possible to create or delete models)
||[[File:Tick.gif|center]]|| || ||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||||
|-
|-
||DeleteModel||
||'''Manage filters'''<br>(ManageViews)||
* Delete models and datatables
* View, create, modify and delete all filters in the model (also other users' private filters).
||[[File:Tick.gif|center]]|| || || ||[[File:Tick.gif|center]]|| || ||
* Set the model default filter.
||[[File:Tick.gif|center]]|| || ||[[File:Tick.gif|center]]|| || ||
|-
|-
||ManageViews||
||'''Manage project'''<br>(ManageProject)||
* Administrate filters
* Modify project information, such as name and description.
* View all filters in a model (also other users' private filters)
||[[File:Tick.gif|center]]|| || ||[[File:Tick.gif|center]]|| || ||
||[[File:Tick.gif|center]]|| || || ||[[File:Tick.gif|center]]|| || ||
|-
|-
||ManageProject||
||'''Delete models'''<br>(DeleteModel)||
* Modify project information (name and description)
As a project specific permission:
||[[File:Tick.gif|center]]|| || || ||[[File:Tick.gif|center]]|| || ||
* Moving model to recycle bin (soft deleting)
* Delete datatables (for datatables deletion is always permanent)
As a global permission:
* Permanently deleting models and projects (remove from the recycle bin)
||[[File:Tick.gif|center]]|| || ||[[File:Tick.gif|center]]|| || ||
|-
|-
||ManageIntegrations||
||'''Manage scrips'''<br>(ManageScripts)||
* View and manage data tables
* Create, modify and delete scripts in the project.
||[[File:Tick.gif|center]]|| || || ||[[File:Tick.gif|center]]|| || ||
||[[File:Tick.gif|center]]
|| || ||[[File:Tick.gif|center]]|| || ||
|-
|-
||ManageReports||
||'''Manage&nbsp;operations'''<br>(ManageOperations)||
|||| || || ||[[File:Tick.gif|center]]|| || ||
* View the [[QPR_ProcessAnalyzer_Logs#Task_Log|Task log]]
* Terminate in progress tasks run by any user
||[[File:Tick.gif|center]]|| || || || || ||
|-
|-
||ManageOperations||
||'''Manage users'''<br>(ManageUsers)||
* Access [[Operation Log]] and terminate operations in progress
* Manage users, groups, roles and permissions. Also changing any user password is possible. Note that with this permission, user can assign any permissions to itself.
||[[File:Tick.gif|center]]|| || || ||[[File:Tick.gif|center]]|| || ||
||[[File:Tick.gif|center]]|| || || || || ||
|-
|-
||ManageUsers||
||'''Create model'''<br>(CreateModel)||
* Administrate users, e.g. create new users
* Create projects, models and datatables. When a project is created, the user gets project Administrator role for the project (giving full permissions to the project).
||[[File:Tick.gif|center]]|| || || ||[[File:Tick.gif|center]]|| || ||
||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||||||||||
|-
|-
||RunScripts||
||'''SQL scripting'''<br>(RunScripts)||
* View script definitions and run [[Data_Extraction,_Transformation,_and_Loading|scripts]]
* Run SQL scripts in sandbox.
||[[File:Tick.gif|center]]
|||| ||[[File:Tick.gif|center]]|||| || ||
||
||
||[[File:Tick.gif|center]] ||[[File:Tick.gif|center]]|| || ||
|-
||ManageScripts||
* Create, modify and delete scripts
||[[File:Tick.gif|center]]
|| || || ||[[File:Tick.gif|center]]|| || ||
|}
|}


Notes:
== User Management Concepts ==
* In addition, there is an '''Evaluator''' role, which is similar to the '''ModelCreator''' role, but it has additional restrictions described in [[User_Roles_and_Permissions_in_QPR_ProcessAnalyzer#Additional_Restrictions_for_Evaluator_Role|Additional Restrictions for Evaluator Role]].
* '''ModelCreator''' and '''Evaluator''' roles get the project level '''Administrator''' role for the projects that they create, giving full rights for the created projects.
* Users with global '''Administrator''' or '''ModelCreator''' role can always import new data into any model without restrictions. Note, however, that a user cannot import more data than what is allowed by [[Activating QPR ProcessAnalyzer|the product activation limits]].


== Group Roles ==
[[File:User management schema.png|right|800px]]
{| style="color:black; cellpadding="10" class="wikitable"
!||Administrator (Group)||Member||Hidden Member
|-
|Add/Remove Group Members ||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]
|-
|Create Users to Group ||[[File:Tick.gif|center]] || ||
|-
|Add/Remove Project Access Rights of a User ||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||
|-
|Open Model Accessible to Group Members ||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]
|-
|See Unhidden Group Members ||[[File:Tick.gif|center]]||[[File:Tick.gif|center]]||
|-
|See Hidden Group Members ||[[File:Tick.gif|center]]|| ||
|}


If a group member is a project level '''Administrator''', the user can add and remove project specific access rights for the group or for any individual member of the project.
User management in QPR ProcessAnalyzer is based on the following concepts (which are also illustrated in the diagram on the right):
* '''User''': Each person using the system should have an own user account. When a successful authentication has been made a ''session'' is created for a certain user. In addition to groups, roles can be assigned directly to users.
* '''Group''': Group contain selected roles and also selected users are assigned to the group, giving the roles to those users. Groups make managing users easier.
* '''Role''': Role contains specific permissions and thus giving certain kind of rights in the system. There are commonly used roles available in QPR ProcessAnalyzer, and additionally new roles can be created for customized use cases. Roles can be divided into two types:
** '''Global role''' are used to give rights in the entire QPR ProcessAnalyzer system.
** '''Project role''' are used to give rights in a certain project. When assigning projects roles, the project is also defined.
* '''Permission''': Permission defines what user can do (e.g. read, create, modify, delete) to certain kinds of objects. Permissions are fixes in the system, i.e. new permissions cannot be added by users.


== Additional Restrictions for Evaluator Role ==
The diagram also includes term ''role assignment'' which links one user/group (either of those), one project, and one role together.
Evaluator has the following additional restrictions:
* Maximum number of models: 10
* Maximum number of event in a model: 1000
* Maximum number of event attributes in a model: 1000
* Maximum number of case attributes in a model: 1000
* Maximum number of data tables: 10
* Maximum number of rows in an data table: 1000
* Maximum number of columns in an data table: 1000


== Model Permissions ==
(In the diagram, ''0..N'' means that an entity is linked to none, one or several other entities, ''1..N'' means that an entity is linked one or several other entities, and ''1'' means that the linkage is always to a single entity.)
=== Creation ===
New model can be created only by users having global '''CreateModel''' permission. When creating a new model, model size restrictions are copied from user and stored to the Model, e.g. maximum number of events, case attributes and event attributes. This is done in order to prevent global '''Evaluator''' users from creating a project administrator user (after creating an user group) and using that to import more data into the model created by the Evaluator user than is allowed by Evaluator user's role.


=== Importing new data ===
== Dashboard Permissions ==
User may never import more data than is allowed by product's activation. Model specific data quotas are ignored for users that have unrestricted global '''CreateModel''' permission. Users that have restricted global CreateModel permission (e.g., global evaluators) or users that don't have any global CreateModel permission may only import the amount of data into a model specified in model's own restrictions.
* View dashboard: '''EditDashboards''' for the project.
* Create dashboard: '''EditDashboards''' for the project.
* Edit dashboard: '''EditDashboards''' for the project.
* Move dashboard: '''EditDashboards''' for the original project and for the target project.
* Delete dashboard (permanently): '''EditDashboards''' for the project.


== Script Permissions ==
== Model Permissions ==
For viewing script definitions and running scripts, global '''RunScripts''' permission is needed. All scripts linked to the current context are available provided that the current user has permission to see the scripts in the context. The required permissions by context are:
* View model: '''GenericRead''' for the project.
* System context: No additional requirements.
* Create model: '''GenericRead''' and '''GenericWrite''' for the project and global '''CreateModel'''.
* Project context: '''GenericRead''' permission for the project.
* Import model from pacm file: '''GenericRead''', '''GenericWrite''' and '''ManageViews''' for the project and global '''CreateModel'''.
* Model context: '''GenericRead''' permission for the project of the model.
* Change model properties (e.g. name): '''GenericRead''' and '''GenericWrite''' for the project.
* User context: If the script is linked to current user, then no additional requirements. If the script is linked to a group the current user belongs to, no additional requirements. If the script is linked to other users or user groups, global '''ManageScripts''' permission is required.
* Move model: '''GenericRead''' and '''DeleteModel''' for the source project, and '''GenericRead''' and '''GenericWrite''' for the target project.
* Delete model (to bin): '''GenericRead''' and '''DeleteModel''' for the project.
* Delete model (permanently): global '''DeleteModel'''.
* Copy model: '''GenericRead''' and '''GenericWrite''' for the project and global '''CreateModel'''.
* Initiate model loading: '''GenericRead''' for the project (*).


For script creation, modification, deletion and export, the following permissions are needed depending on the script context:
(*) The model loading might also require other permissions, e.g. access to the datatables or permissions required by the commands in the loading script. Models are not loaded using the permissions of the initiating user, but instead models are loaded in the following security context: '''GenericRead''' and '''GenericWrite''' for the project, global '''RunScripts'''. Models might also be loaded automatically during the server startup and this behavior ensures consistency regardless on how the model was loaded.
* System context: Global '''ManageScripts''' and '''RunScripts'''
* Project context: project level '''ManageScripts''' and global '''RunScripts'''
* Model context: project level '''ManageScripts''' and global '''RunScripts'''
* User context: Global '''RunScripts''' and if the script is linked to a user group the user belongs to, GroupAdministrator user group role is required.


If '''Hide Script Details''' is set for the script, only users with modify permissions for the script can see the script code and log.
== Project Permissions ==
* View project: '''GenericRead''' for the project. (There are separate permissions for viewing dashboards/models/datatables/scripts in the project.)
* Create project: global '''CreateModel''', and '''GenericRead''' for the parent project (if creating a child project).
* Change project properties (e.g. name): '''GenericRead''' and '''ManageProject''' for the project.
* Move project: global '''CreateModel''', '''ManageProject''' for the moved project, '''GenericRead''' for the original parent project, and '''GenericRead''' for the target parent project (if target is not root level).
* Delete project (to bin): '''ManageProject''' and '''DeleteModel''' for the project.
* Delete project (permanently): global '''DeleteModel''' and '''ManageProject''' permission for the project.
* Copy project: Global '''CreateModel''' permission, and '''GenericRead''' and '''ManageProject''' for the copied project.


== Data table Permissions ==
Note: Projects hierarchy doesn't generally affect the permissions, e.g., to see a project, permissions to its parent project are not required.
=== Viewing ===
To view data tables '''ManageIntegrations''' and '''GenericRead''' permissions are needed.


=== Creating ===
== Datatable Permission ==
Creating data tables requires global '''CreateModel''' permission. When creating a new data table, data table size restrictions (maximum number of rows and columns allowed by user's roles) are copied from current user and stored for the data table. This is done in order to prevent global '''Evaluator''' user from creating a project administrator user (after creating an user group) and using that to import more data into the data table created by the evaluator user than is allowed by evaluator user's role.
* List datatables, view datatable properties and data contents: '''GenericRead''' for the project.
* Create datatable: '''GenericWrite''' for the project and global '''CreateModel'''.
* Change datatable properties, import data to datatable, modify/delete datatable rows, add/modify/delete datatable columns: '''GenericWrite''' for the project.
* Move datatable between projects: '''GenericWrite''' and '''DeleteModel''' to source project, '''GenericWrite''' for target project, and global '''CreateModel'''.
* Delete datatable (permanently): '''GenericWrite''' and '''DeleteModel''' for the project.


===Importing data ===
== Filter Permissions ==
Data can be imported into a data table with project '''GenericWrite''' and '''ManageIntegrations''' permissions. '''CreateModel''' permission is required if the user is overwriting existing data in the data table, i.e. not not appending. User may never import more data than is allowed by product's activation. Data table specific data quotas are ignored for users that have unrestricted global '''CreateModel''' permission. Users that have restricted global '''CreateModel''' permission or users that don't have any global '''CreateModel''' permission may only import the amount of data into a data table specified in data table's own restrictions.
* View own private filters, all published filters, and model default filter: '''GenericRead''' for the project.
* View all filters: '''ManageViews''' for the project.
* Create filter: '''Filtering''' for the project.
* Edit own filters: '''Filtering''' for the project.
* Edit all filters: '''ManageViews''' for the project.
* Publish own filters: '''Filtering''' for the project.
* Publish all filters: '''ManageViews''' for the project.
* Delete own filters (permanently): '''Filtering''' for the project.
* Delete any filters (permanently): '''ManageViews''' for the project.
* Set model default filter: '''ManageViews''' for the project.


== Miscellaneous Operations Permissions ==
Note: When a filter is published, the filter still has owner which is applied for the permissions.
* Create a new model and project: Global CreateModel permission. Administrator role is given for the user into the created project (and thus also model).
* Add a model into project: CreateModel permission for the target project. Model is moved into target project and all old permissions are replaced by the permissions for the target project.
* Create a new model into existing project: Global CreateModel and CreateModel permission for the target project.
* Move a model from a project to another: GenericWrite and DeleteModel permissions for the source project and CreateModel permission for the target project.
* Making modifications to a project object (renaming, deleting, restoring, changing description): ManageProject and GenericRead permissions for the project.
* Moving a project into recycle bin: DeleteModel and ManageProject permissions for the project.
* Restoring a project from recycle bin: Global GenericRead, CreateModel and ManageProject permissions.
* Deleting a project from the database: Global DeleteModel permission and ManageProject permission for the project.
* Creating a copy of a project: Global CreateModel permission and GenericRead and ManageProject permissions for the project.


== See Also ==
== Script Permissions ==
* [[QPR_ProcessAnalyzer_Model_JSON_Settings#Case_Permissions|Case Level Permissions Control]]
* View, call and run expression script: '''GenericRead''' for the project.
* [[Manage Users in QPR ProcessAnalyzer Excel Client]]
* Create, edit and delete expression script: '''ManageScripts''' for the project.
* [[QPR ProcessAnalyzer Use Cases#How to Publish Analysis Results to Others|How to Publish Analysis Results to Others]]
* View, call and run SQL script: global '''RunScripts''' and '''GenericRead''' for the project.
* Create, edit and delete SQL script: global '''RunScripts''' and '''ManageScripts''' for the project.


[[Category: User Rights]]
[[Category: QPR ProcessAnalyzer]]

Latest revision as of 20:55, 24 April 2024

QPR ProcessAnalyzer has a role-based access control, where all operations require appropriate rights in order to be executable. Rights are given to users and groups' by assigning roles to them. Roles are a collection of permissions. Permissions are fixed in QPR ProcessAnalyzer allowing certain operations to be done. Some roles are project roles meaning that role (and its permissions) is applicable only for that project. Roles can also be global which gives rights to all projects in the system. Users belonging to a group, have all the roles assigned to that group.

Roles and Permissions

By default, QPR ProcessAnalyzer system contains roles that are shown in the following table (roles are as columns). The roles have been mapped to certain permissions that are also shown in the following table (permissions are as rows).

Global roles Project roles
Permission Allowed operations Administrator Create models SQL Scripting Administrator Designer Analyzer Viewer
View dashboards
(GenericRead)
  • View project's and model's information (name, description, configuration etc.)
  • List datatables and view their contents
  • Open dashboards (queries made by the dashboards are still restricted by the permissions)
  • Run analyses for model and view the analysis results
  • See own private filters, all published filters and the model default filter (not allowed to create/modify/delete filters)
Tick.gif
Tick.gif
Tick.gif
Tick.gif
Tick.gif
Save filters
(Filtering)
  • Create, modify and delete own filters (private and public, but not model default)
  • Publish own private filters for other users (but not set the model default filter). Published filters are still user's own, so other users cannot modify them.
Tick.gif
Tick.gif
Tick.gif
Tick.gif
Design dashboards
(EditDashboards)
  • Create, modify and delete dashboards in the project.
Tick.gif
Tick.gif
Tick.gif
Tick.gif
Import data
(GenericWrite)
  • Import data to datatables, modify/remove rows in datatable, add/modify/remove columns in datatable
  • Create, edit, delete design diagrams
  • Edit model settings (but not possible to create or delete models)
Tick.gif
Tick.gif
Tick.gif
Manage filters
(ManageViews)
  • View, create, modify and delete all filters in the model (also other users' private filters).
  • Set the model default filter.
Tick.gif
Tick.gif
Manage project
(ManageProject)
  • Modify project information, such as name and description.
Tick.gif
Tick.gif
Delete models
(DeleteModel)

As a project specific permission:

  • Moving model to recycle bin (soft deleting)
  • Delete datatables (for datatables deletion is always permanent)

As a global permission:

  • Permanently deleting models and projects (remove from the recycle bin)
Tick.gif
Tick.gif
Manage scrips
(ManageScripts)
  • Create, modify and delete scripts in the project.
Tick.gif
Tick.gif
Manage operations
(ManageOperations)
  • View the Task log
  • Terminate in progress tasks run by any user
Tick.gif
Manage users
(ManageUsers)
  • Manage users, groups, roles and permissions. Also changing any user password is possible. Note that with this permission, user can assign any permissions to itself.
Tick.gif
Create model
(CreateModel)
  • Create projects, models and datatables. When a project is created, the user gets project Administrator role for the project (giving full permissions to the project).
Tick.gif
Tick.gif
SQL scripting
(RunScripts)
  • Run SQL scripts in sandbox.
Tick.gif

User Management Concepts

User management schema.png

User management in QPR ProcessAnalyzer is based on the following concepts (which are also illustrated in the diagram on the right):

  • User: Each person using the system should have an own user account. When a successful authentication has been made a session is created for a certain user. In addition to groups, roles can be assigned directly to users.
  • Group: Group contain selected roles and also selected users are assigned to the group, giving the roles to those users. Groups make managing users easier.
  • Role: Role contains specific permissions and thus giving certain kind of rights in the system. There are commonly used roles available in QPR ProcessAnalyzer, and additionally new roles can be created for customized use cases. Roles can be divided into two types:
    • Global role are used to give rights in the entire QPR ProcessAnalyzer system.
    • Project role are used to give rights in a certain project. When assigning projects roles, the project is also defined.
  • Permission: Permission defines what user can do (e.g. read, create, modify, delete) to certain kinds of objects. Permissions are fixes in the system, i.e. new permissions cannot be added by users.

The diagram also includes term role assignment which links one user/group (either of those), one project, and one role together.

(In the diagram, 0..N means that an entity is linked to none, one or several other entities, 1..N means that an entity is linked one or several other entities, and 1 means that the linkage is always to a single entity.)

Dashboard Permissions

  • View dashboard: EditDashboards for the project.
  • Create dashboard: EditDashboards for the project.
  • Edit dashboard: EditDashboards for the project.
  • Move dashboard: EditDashboards for the original project and for the target project.
  • Delete dashboard (permanently): EditDashboards for the project.

Model Permissions

  • View model: GenericRead for the project.
  • Create model: GenericRead and GenericWrite for the project and global CreateModel.
  • Import model from pacm file: GenericRead, GenericWrite and ManageViews for the project and global CreateModel.
  • Change model properties (e.g. name): GenericRead and GenericWrite for the project.
  • Move model: GenericRead and DeleteModel for the source project, and GenericRead and GenericWrite for the target project.
  • Delete model (to bin): GenericRead and DeleteModel for the project.
  • Delete model (permanently): global DeleteModel.
  • Copy model: GenericRead and GenericWrite for the project and global CreateModel.
  • Initiate model loading: GenericRead for the project (*).

(*) The model loading might also require other permissions, e.g. access to the datatables or permissions required by the commands in the loading script. Models are not loaded using the permissions of the initiating user, but instead models are loaded in the following security context: GenericRead and GenericWrite for the project, global RunScripts. Models might also be loaded automatically during the server startup and this behavior ensures consistency regardless on how the model was loaded.

Project Permissions

  • View project: GenericRead for the project. (There are separate permissions for viewing dashboards/models/datatables/scripts in the project.)
  • Create project: global CreateModel, and GenericRead for the parent project (if creating a child project).
  • Change project properties (e.g. name): GenericRead and ManageProject for the project.
  • Move project: global CreateModel, ManageProject for the moved project, GenericRead for the original parent project, and GenericRead for the target parent project (if target is not root level).
  • Delete project (to bin): ManageProject and DeleteModel for the project.
  • Delete project (permanently): global DeleteModel and ManageProject permission for the project.
  • Copy project: Global CreateModel permission, and GenericRead and ManageProject for the copied project.

Note: Projects hierarchy doesn't generally affect the permissions, e.g., to see a project, permissions to its parent project are not required.

Datatable Permission

  • List datatables, view datatable properties and data contents: GenericRead for the project.
  • Create datatable: GenericWrite for the project and global CreateModel.
  • Change datatable properties, import data to datatable, modify/delete datatable rows, add/modify/delete datatable columns: GenericWrite for the project.
  • Move datatable between projects: GenericWrite and DeleteModel to source project, GenericWrite for target project, and global CreateModel.
  • Delete datatable (permanently): GenericWrite and DeleteModel for the project.

Filter Permissions

  • View own private filters, all published filters, and model default filter: GenericRead for the project.
  • View all filters: ManageViews for the project.
  • Create filter: Filtering for the project.
  • Edit own filters: Filtering for the project.
  • Edit all filters: ManageViews for the project.
  • Publish own filters: Filtering for the project.
  • Publish all filters: ManageViews for the project.
  • Delete own filters (permanently): Filtering for the project.
  • Delete any filters (permanently): ManageViews for the project.
  • Set model default filter: ManageViews for the project.

Note: When a filter is published, the filter still has owner which is applied for the permissions.

Script Permissions

  • View, call and run expression script: GenericRead for the project.
  • Create, edit and delete expression script: ManageScripts for the project.
  • View, call and run SQL script: global RunScripts and GenericRead for the project.
  • Create, edit and delete SQL script: global RunScripts and ManageScripts for the project.