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Permission reference

This page lists every permission, with what it allows and which permissions it includes. Use it when you choose the permissions for a role, or when you need to know why a preset does or does not cover a task. For how roles and permissions combine for a user, read How access works.

Read the three tiers

The permission editor sorts permissions into three tiers, and every category uses the same three:

TierWhat the editor says
High-LevelBroad presets that bundle related permissions
StandardTask-focused permission sets
GranularIndividual low-level permissions

A role can hold any mix of them. In the editor, permissions are grouped into twelve categories, each with its own icon: Workflow Management, User & Role Management (shown as Users & Roles), System Administration (shown as Administration), PII, Query Editor, Data Layer, Minds, DataMind Oda, Slides, DataPrism, Observability and Platform. Below, each category has one table with every permission in it, in the editor's order. Section is the label the permission sits under inside its category, such as Lake, Warehouse or AI in SQL (High-Level presets have none). Includes lists the permissions that come with it.

Permissions for a specific area are described on that area's page: see Lake, Warehouse, Workflows, Minds, Slides and DataPrism.

Find a permission in a role

  1. Open Admin > Profile Management > Roles.
  2. Open the role and click Permissions.
  3. Type a name in Search permissions to jump to.... The editor moves to the permission and highlights it briefly.

The same editor opens from the Permissions action on a user's page. The editor shows Users & Roles for User & Role Management and Administration for System Administration; the other categories keep their own names. Permission names are fixed product names: the permission audit and exports use them, and renaming a permission is not supported. A grant is matched by its exact name: when a permission is renamed, every role and user that holds it is moved to the new name, so holders keep their access; a stored name that matches no permission grants nothing, and nothing warns about it.

Workflow Management

This category holds 27 permissions.

TierSectionPermissionWhat it allowsIncludes
High-LevelWorkflow AdministratorFull administrative access to all workflowsLake Workflow Administrator, Execute/Abort Lake Workflows, Lake Workflow Viewer, Warehouse Workflow Administrator, Execute/Abort Warehouse Workflows, Warehouse Workflow Viewer, WriteBack Workflow Administrator, Execute/Abort WriteBack Workflows, WriteBack Workflow Viewer
High-LevelWorkflow ViewerView all workflow typesLake Workflow Viewer, Warehouse Workflow Viewer, WriteBack Workflow Viewer
High-LevelWorkflow ExecutorExecute and abort workflowsExecute/Abort Lake Workflows, Execute/Abort Warehouse Workflows, Execute/Abort WriteBack Workflows
StandardLakeLake Workflow AdministratorManage Lake workflowsView Lake Workflow Objects, Create Lake Workflows, Edit Lake Workflows, Delete Lake Workflows, Execute/Stop Lake Workflow Objects
StandardLakeExecute/Abort Lake WorkflowsExecute and abort Lake workflowsView Lake Workflow Objects, Execute/Stop Lake Workflow Objects
StandardLakeLake Workflow ViewerView Lake workflowsView Lake Workflow Objects
StandardWarehouseWarehouse Workflow AdministratorManage Warehouse workflowsView Warehouse Workflow Objects, Create Warehouse Workflows, Edit Warehouse Workflows, Delete Warehouse Workflows, Execute/Stop Warehouse Workflow Objects
StandardWarehouseExecute/Abort Warehouse WorkflowsExecute and abort Warehouse workflowsView Warehouse Workflow Objects, Execute/Stop Warehouse Workflow Objects
StandardWarehouseWarehouse Workflow ViewerView Warehouse workflowsView Warehouse Workflow Objects
StandardWriteBackWriteBack Workflow AdministratorManage WriteBack workflowsView WriteBack Workflow Objects, Create WriteBack Workflows, Edit WriteBack Workflows, Delete WriteBack Workflows, Execute/Stop WriteBack Workflow Objects
StandardWriteBackExecute/Abort WriteBack WorkflowsExecute and abort WriteBack workflowsView WriteBack Workflow Objects, Execute/Stop WriteBack Workflow Objects
StandardWriteBackWriteBack Workflow ViewerView WriteBack workflowsView WriteBack Workflow Objects
GranularLakeView Lake Workflow ObjectsView Lake workflow definitions and details
GranularLakeExecute/Stop Lake Workflow ObjectsExecute and abort Lake workflow instances
GranularLakeCreate Lake WorkflowsCreate new Lake workflows
GranularLakeEdit Lake WorkflowsEdit existing Lake workflows
GranularLakeDelete Lake WorkflowsDelete Lake workflows
GranularWarehouseView Warehouse Workflow ObjectsView Warehouse workflow definitions and details
GranularWarehouseExecute/Stop Warehouse Workflow ObjectsExecute and abort Warehouse workflow instances
GranularWarehouseCreate Warehouse WorkflowsCreate new Warehouse workflows
GranularWarehouseEdit Warehouse WorkflowsEdit existing Warehouse workflows
GranularWarehouseDelete Warehouse WorkflowsDelete Warehouse workflows
GranularWriteBackView WriteBack Workflow ObjectsView WriteBack workflow definitions and details
GranularWriteBackExecute/Stop WriteBack Workflow ObjectsExecute and abort WriteBack workflow instances
GranularWriteBackCreate WriteBack WorkflowsCreate new WriteBack workflows
GranularWriteBackEdit WriteBack WorkflowsEdit existing WriteBack workflows
GranularWriteBackDelete WriteBack WorkflowsDelete WriteBack workflows

Users & Roles

This category holds 53 permissions.

TierSectionPermissionWhat it allowsIncludes
High-LevelUserUsers AdministratorFull administrative access to usersUser Information Viewer, Add/Remove Users, Activate/Deactivate Users, Reset User Password, User Permissions Editor, Edit User Name, Manage User Roles, 2FA Manager, 2FA User, API Token Administrator
High-LevelUserUsers ViewerView all usersUser Information Viewer
High-LevelRoleRoles AdministratorFull administrative access to rolesRole Information Viewer, Add/Remove Roles, Activate/Deactivate Roles, Role Permissions Editor, Role Table Permissions Editor, Manage Role Membership, Edit Role Icon & Color
High-LevelRoleRoles ViewerView all rolesRole Information Viewer
StandardUserAdd/Remove UsersCreate or delete user accountsView Users, Create Users, Delete Users
StandardRoleManage Role MembershipAssign or remove users from rolesView Users, View Roles, Assign/Remove Users in Roles
StandardUserManage User RolesAssign or remove roles from usersView Users, View Roles, Assign/Remove Roles for Users
StandardUserUser Permissions EditorManage user-specific permissionsView Users, Edit User Permissions
StandardUserActivate/Deactivate UsersEnable or disable user accountsView Users, Activate Users, Deactivate Users
StandardUserReset User PasswordReset passwords for usersView Users, Reset User Passwords
StandardUserEdit User NameModify user names and display namesView Users, Edit User Names
StandardUserUser Information ViewerView user informationView Users
StandardUserUser ImpersonationAct as another user to see the platform exactly as they doView Users, Impersonate Users
StandardRoleAdd/Remove RolesCreate or delete rolesView Roles, Create Roles, Delete Roles, Edit Role Descriptions
StandardRoleActivate/Deactivate RolesEnable or disable rolesView Roles, Activate Roles, Deactivate Roles
StandardRoleRole Table Permissions EditorManage table-level permissions for rolesView Roles, Edit Role Table Permissions
StandardRoleEdit Role Icon & ColorChange role icon and colorView Roles, Edit Role Icons
StandardRoleRole Permissions EditorManage role permissionsView Roles, Edit Role Permissions
StandardRoleRole Information ViewerView role informationView Roles
StandardTwo-Factor Authentication2FA ManagerManage 2FA settingsReset 2FA for Others, Require 2FA for Others, Require 2FA for Self, Manage Global 2FA
StandardTwo-Factor Authentication2FA UserUse 2FARequire 2FA for Self
StandardAuditPermission Audit ViewerView permission audit dataView Permission Audit
StandardAuditPermission Audit DownloaderView and download permission audit dataView Permission Audit, Export Permission Audit
StandardAPI TokensAPI Token UserCreate, list and revoke your own personal access tokensCreate API Tokens
StandardAPI TokensAPI Token AdministratorCreate your own personal access tokens and list or revoke every user'sCreate API Tokens, Manage Others API Tokens
GranularAPI TokensCreate API TokensCreate personal access tokens for machine access. Revoking this permission disables every token the user already holds
GranularAPI TokensManage Others API TokensList and revoke the personal access tokens of every user (never their value)
GranularUserView UsersView user information
GranularUserCreate UsersCreate new user accounts
GranularUserDelete UsersDelete user accounts
GranularUserActivate UsersEnable user accounts
GranularUserDeactivate UsersDisable user accounts
GranularUserReset User PasswordsReset user passwords
GranularUserEdit User NamesEdit user display names and usernames
GranularUserEdit User PermissionsChange user-specific permissions
GranularUserAssign/Remove Roles for UsersManage user role assignments
GranularUserReset 2FA for OthersForce a user to re-enroll in 2FA and invalidate their current 2FA setup
GranularUserRequire 2FA for OthersRequire 2FA enrollment for other users
GranularUserRequire 2FA for SelfRequire 2FA enrollment for yourself
GranularUserManage Global 2FAEnable or disable two-factor authentication globally for the platform
GranularUserImpersonate UsersAct as another user across the whole platform, seeing exactly what they see. Actions taken are real and recorded against both identities. Private chats stay hidden
GranularRoleAssign/Remove Users in RolesManage role membership
GranularRoleView RolesView role information
GranularRoleCreate RolesCreate new roles
GranularRoleDelete RolesDelete existing roles
GranularRoleActivate RolesEnable roles
GranularRoleDeactivate RolesDisable roles
GranularRoleEdit Role DescriptionsModify role descriptions
GranularRoleEdit Role PermissionsChange role permissions
GranularRoleEdit Role Table PermissionsChange role table-level permissions
GranularRoleEdit Role IconsChange role icon and color
GranularAuditView Permission AuditView permission audit records
GranularAuditExport Permission AuditDownload permission audit exports

Administration

This category holds 38 permissions.

TierSectionPermissionWhat it allowsIncludes
High-LevelAdmin ConfiguratorFull administrative access to AI, system settings, SSO, DataMind Oda settings, notifications, the license, and appearanceAI Configuration Manager, AI Skills Manager, System Settings Manager, SSO Configuration Manager, DataMind Oda Settings Manager, Notifications Manager, Password Policy Manager, License Manager, Brand Theme Manager, Company Logo Manager
High-LevelAdmin ViewerView-only access to AI, system settings, SSO, DataMind Oda settings, notifications, and the licenseAI Configuration Viewer, AI Skills Viewer, System Settings Viewer, SSO Configuration Viewer, DataMind Oda Settings Viewer, Notifications Viewer, Password Policy Viewer, License Viewer
StandardAI ConfigurationAI Configuration ManagerView and modify AI model configurationView AI Configuration, Edit AI Configuration
StandardAI ConfigurationAI Configuration ViewerView AI model configurationView AI Configuration
StandardAI SkillsAI Skills ManagerView and change organization skills for Oda and every agent, and promote Mind skills to the organizationView AI Skills, Edit AI Skills
StandardAI SkillsAI Skills ViewerView organization, built-in and Mind skillsView AI Skills
StandardSystem SettingsSystem Settings ManagerView and modify system settingsView System Settings, Edit System Settings
StandardSystem SettingsSystem Settings ViewerView system settingsView System Settings
StandardSSOSSO Configuration ManagerView and modify the global SSO configurationView SSO Configuration, Edit SSO Configuration
StandardSSOSSO Configuration ViewerView the global SSO configurationView SSO Configuration
StandardDataMind Oda SettingsDataMind Oda Settings ManagerView and change the company-wide DataMind Oda settings: the browser, its site rules and the instructions added to every chatView DataMind Oda Settings, Edit DataMind Oda Settings
StandardDataMind Oda SettingsDataMind Oda Settings ViewerView the company-wide DataMind Oda settingsView DataMind Oda Settings
StandardNotificationsNotifications ManagerView and modify notification configurationsView Notification Settings, Edit Notification Settings
StandardNotificationsNotifications ViewerView notification configurationsView Notification Settings
StandardPassword PolicyPassword Policy ManagerView and modify the password policyView Password Policy, Edit Password Policy
StandardPassword PolicyPassword Policy ViewerView the password policyView Password Policy
StandardLicenseLicense ManagerView this installation's license and enter its License KeyView License, Edit License
StandardLicenseLicense ViewerView this installation's license statusView License
StandardAppearanceBrand Theme ManagerCurate the theme gallery: publish, edit, and remove any brand themeManage Color Themes
StandardAppearanceCompany Logo ManagerUpload and remove company logoEdit Company Logo
GranularAI ConfigurationView AI ConfigurationView AI model configuration
GranularAI ConfigurationEdit AI ConfigurationCreate or update AI model configuration
GranularAI SkillsView AI SkillsView organization, built-in and Mind skills in AI Configuration
GranularAI SkillsEdit AI SkillsCreate, edit, remove and promote organization skills
GranularSystem SettingsView System SettingsView system settings
GranularSystem SettingsEdit System SettingsChange system settings
GranularSSOView SSO ConfigurationView the global SSO configuration
GranularSSOEdit SSO ConfigurationCreate or update the global SSO configuration
GranularDataMind Oda SettingsView DataMind Oda SettingsView the company-wide DataMind Oda settings
GranularDataMind Oda SettingsEdit DataMind Oda SettingsChange the company-wide DataMind Oda settings, including the instructions added to every chat for everyone in the company
GranularNotificationsView Notification SettingsView notification configurations
GranularNotificationsEdit Notification SettingsCreate, update or delete notification configurations
GranularPassword PolicyView Password PolicyView the password policy
GranularPassword PolicyEdit Password PolicyChange the password policy
GranularLicenseView LicenseView this installation's license status and run a license check
GranularLicenseEdit LicenseEnter this installation's License Key
GranularAppearanceManage Color ThemesPublish, edit, and remove any color theme, whoever created it
GranularAppearanceEdit Company LogoUpload or delete the company logo

PII

This category holds 12 permissions.

TierSectionPermissionWhat it allowsIncludes
High-LevelPII AdministratorManage PII configuration, review logs, and bypass warningsPII Configuration Manager, PII Detection Bypass, PII Log Viewer, PII Log Manager
High-LevelPII AuditorView PII configuration and enforcement logsPII Configuration Viewer, PII Log Viewer
StandardPII ConfigurationPII Configuration ManagerView and modify PII detection configurationView PII Configuration, Edit PII Configuration
StandardPII ConfigurationPII Configuration ViewerView PII detection configurationView PII Configuration
StandardPII DetectionPII Detection BypassContinue after PII is detected in warn modeBypass PII Detection
StandardPII LogsPII Log ViewerView PII detection enforcement logsView PII Log
StandardPII LogsPII Log ManagerView and export PII detection enforcement logsView PII Log, Export PII Log
GranularPII ConfigurationView PII ConfigurationView PII detection configuration and rules
GranularPII ConfigurationEdit PII ConfigurationUpdate PII detection configuration and rules
GranularPII DetectionBypass PII DetectionContinue after a PII warning when detection may be incorrect
GranularPII LogsView PII LogView PII detection enforcement log entries
GranularPII LogsExport PII LogExport PII detection enforcement log entries

Query Editor

This category holds 5 permissions.

TierSectionPermissionWhat it allowsIncludes
High-LevelQuery Editor AdministratorFull access to query editorQuery Editor Contributor, Query Editor Executor
StandardQuery Editor ContributorCreate and run queriesCreate/Delete Consoles
StandardQuery Editor ExecutorExecute queries onlyExecute Console Queries
GranularCreate/Delete ConsolesManage query consoles
GranularExecute Console QueriesExecute queries in consoles

Data Layer

This category holds 23 permissions.

TierSectionPermissionWhat it allowsIncludes
High-LevelGeneralData Layer AdministratorFull administrative access to data layerLake Administrator, Lake Viewer, Warehouse Administrator, Warehouse Viewer, WriteBack Administrator, WriteBack Viewer, Lineage Viewer
High-LevelGeneralData Layer ViewerView data layer componentsLake Viewer, Warehouse Viewer, WriteBack Viewer, Lineage Viewer
StandardLakeLake AdministratorManage Lake dataView Lake Objects, Execute/Stop Lake Objects, Create/Edit Lake Objects, Delete Lake Objects, View Lake Workflow Objects, Execute/Stop Lake Workflow Objects, Edit Lake Workflows
StandardLakeLake ViewerView Lake dataView Lake Objects
StandardWarehouseWarehouse AdministratorManage Warehouse dataView Lake Objects, View Warehouse Objects, Execute/Stop Warehouse Objects, Create/Edit Warehouse Objects, Delete Warehouse Objects, View Warehouse Workflow Objects, Execute/Stop Warehouse Workflow Objects, Edit Warehouse Workflows
StandardWarehouseWarehouse ViewerView Warehouse dataView Warehouse Objects
StandardWriteBackWriteBack AdministratorManage WriteBack dataView Lake Objects, View Warehouse Objects, View WriteBack Objects, Execute/Stop WriteBack Objects, Create/Edit WriteBack Objects, Delete WriteBack Objects
StandardWriteBackWriteBack ViewerView WriteBack dataView WriteBack Objects
StandardLineageLineage ViewerView data lineageView Lake Objects, View Warehouse Objects, View WriteBack Objects
StandardAI in SQLAI in SQL UserCall AI functions (Kartlos Standard) from SQLUse AI in SQL
GranularLakeView Lake ObjectsView objects in the Data Lake
GranularLakeExecute/Stop Lake ObjectsExecute and abort Lake table operations
GranularLakeCreate/Edit Lake ObjectsCreate and modify objects in the Data Lake
GranularLakeDelete Lake ObjectsDelete objects from the Data Lake
GranularWarehouseView Warehouse ObjectsView objects in the Data Warehouse
GranularWarehouseExecute/Stop Warehouse ObjectsExecute and abort Warehouse table operations
GranularWarehouseCreate/Edit Warehouse ObjectsCreate and modify objects in the Data Warehouse
GranularWarehouseDelete Warehouse ObjectsDelete objects from the Data Warehouse
GranularWriteBackView WriteBack ObjectsView objects in WriteBack
GranularWriteBackExecute/Stop WriteBack ObjectsExecute and abort WriteBack table operations
GranularWriteBackCreate/Edit WriteBack ObjectsCreate and modify objects in WriteBack
GranularWriteBackDelete WriteBack ObjectsDelete objects from WriteBack
GranularAI in SQLUse AI in SQLCall aiGenerate, aiClassify, aiExtract, aiTranslate, aiFilter and aiRedact in SQL while the company setting "AI in SQL" is on

Minds

This category holds 57 permissions.

TierSectionPermissionWhat it allowsIncludes
High-LevelGeneralMinds AdministratorFull administrative access to MindsUse Minds, View Others Chats, Edit Others Chats, Minds Manager, Training Cards Manager, Minds Viewer, Training Cards Viewer, Training Cards Drafter, Mind Skills Manager, Mind Skills Viewer, Private Chat Creator, Chat Sharer, Tasks Manager, Tasks Viewer
High-LevelGeneralMinds ContributorExtended Minds accessUse Minds, Minds Viewer, Training Cards Viewer, Mind Skills Viewer, Chat Sharer
High-LevelGeneralMinds UserBasic Minds usageMinds Viewer, Training Cards Viewer, Mind Skills Viewer
StandardMindsMinds ManagerCreate and manage Minds, use chat featuresView Minds, Create Minds, Edit Minds, Duplicate Minds, Delete Minds, View Chats/Messages, Create Chats/Send Messages, Rename Chats, Delete Chats, View Artifacts, Create Artifacts, Delete Artifacts
StandardMindsUse MindsCreate and manage own chatsView Minds, View Chats/Messages, Create Chats/Send Messages, Rename Chats, Delete Chats, View Artifacts, Create Artifacts, Delete Artifacts
StandardMindsMinds ViewerView Minds and own chat contentView Minds, View Chats/Messages, View Artifacts
StandardTraining CardsTraining Cards ManagerManage Mind training dataView Training Cards, Create Training Cards, Edit Training Cards, Enable/Disable Training Cards, Delete Training Cards
StandardTraining CardsTraining Cards ViewerView Mind training dataView Training Cards
StandardTraining CardsTraining Cards DrafterLet the Mind save training cards from chat as disabled drafts for reviewDraft Training Cards with Mind
StandardSkillsMind Skills ManagerCreate, edit, share, turn on or off and remove the skills of MindsView Mind Skills, Create Mind Skills, Edit Mind Skills, Enable/Disable Mind Skills, Delete Mind Skills
StandardSkillsMind Skills ViewerView the skills of MindsView Mind Skills
StandardSkillsMind Skills AI AuthorLet the Mind write and edit its own skills from chat, saved as drafts that start turned offAuthor Mind Skills with AI
StandardChatsEdit Others ChatsModify other users' chatsView Others Chats/Messages, View Others Artifacts, Send Messages in Others Chats, Rename Others Chats, Delete Others Chats, Delete Others Artifacts
StandardChatsView Others ChatsAccess other users' chatsView Others Chats/Messages, View Others Artifacts
StandardChatsPrivate Chat CreatorCreate private chatsCreate Private Chats
StandardChatsChat SharerShare chats you can see with other users, read-only and time-limitedShare Chats
StandardTasksTasks ManagerCreate, edit, execute and delete scheduled tasksView Tasks, Create Tasks, Edit Tasks, Execute Tasks, Delete Tasks
StandardTasksTasks ViewerView scheduled tasksView Tasks
StandardTasksOthers' Tasks EditorPause, resume and reschedule scheduled tasks created by other usersEdit Others Tasks
GranularMindsView MindsView available Minds
GranularMindsCreate MindsCreate new Minds
GranularMindsEdit MindsModify existing Minds
GranularMindsDuplicate MindsCreate copies of existing Minds
GranularMindsDelete MindsRemove Minds
GranularTraining CardsView Training CardsView training data
GranularTraining CardsCreate Training CardsCreate new training cards
GranularTraining CardsEdit Training CardsModify existing training cards
GranularTraining CardsEnable/Disable Training CardsToggle training cards
GranularTraining CardsDelete Training CardsDelete training cards
GranularTraining CardsDraft Training Cards with MindLet the Mind save training cards from chat as disabled drafts for review
GranularSkillsView Mind SkillsView the skills a Mind can use
GranularSkillsCreate Mind SkillsCreate, import, copy and convert skills in a Mind
GranularSkillsEdit Mind SkillsEdit, share and restore the skills a Mind owns
GranularSkillsEnable/Disable Mind SkillsTurn skills on or off for a Mind
GranularSkillsDelete Mind SkillsDelete the skills a Mind owns or remove skills shared with it
GranularSkillsAuthor Mind Skills with AILet the Mind create and edit its own skills from chat with createSkill and editSkill
GranularChatsView Chats/MessagesView own chats and messages
GranularChatsCreate Chats/Send MessagesCreate new chats and send messages
GranularChatsRename ChatsRename own chats
GranularChatsDelete ChatsDelete own chats
GranularChatsView ArtifactsView own analyses and reports
GranularChatsCreate ArtifactsCreate analyses and generate reports
GranularChatsDelete ArtifactsDelete own analyses and reports
GranularChatsView Others Chats/MessagesView other users' chats and messages
GranularChatsView Others ArtifactsView other users' analyses and reports
GranularChatsSend Messages in Others ChatsSend messages in other users' chats
GranularChatsRename Others ChatsRename other users' chats
GranularChatsDelete Others ChatsDelete other users' chats
GranularChatsDelete Others ArtifactsDelete other users' analyses and reports
GranularChatsCreate Private ChatsCreate private chats, only visible to creator
GranularChatsShare ChatsShare a chat you can see with another user, read-only, for a limited time
GranularTasksView TasksView scheduled tasks
GranularTasksCreate TasksCreate new scheduled tasks
GranularTasksEdit TasksModify existing scheduled tasks
GranularTasksEdit Others TasksPause, resume and reschedule tasks created by other users. The prompt, Mind and model stay with the creator.
GranularTasksExecute TasksManually execute scheduled tasks
GranularTasksDelete TasksDelete scheduled tasks

DataMind Oda

This category holds 28 permissions.

TierSectionPermissionWhat it allowsIncludes
High-LevelGeneralDataMind Oda AdminEvery DataMind Oda permission, including developer options, editing the configuration file and switching off content logging, so grant it only to people who administer the agentDataMind Oda Chat, DataMind Oda in Excel, DataMind Oda Automation, DataMind Oda Unrestricted Mode, DataMind Oda Skills Manager, DataMind Oda Integrations Manager, DataMind Oda Developer, DataMind Oda Private Logging, DataMind Oda Sharing, DataMind Oda Share Manager
High-LevelGeneralDataMind Oda Full Access UserDataMind Oda Power User plus the full access mode, where the agent runs commands on the computer without a sandboxDataMind Oda Chat, DataMind Oda Automation, DataMind Oda Skills Manager, DataMind Oda Integrations Manager, DataMind Oda Unrestricted Mode, DataMind Oda Sharing
High-LevelGeneralDataMind Oda Power UserDataMind Oda User plus MCP servers and hooks, which connect the agent to outside services and run commands automaticallyDataMind Oda Chat, DataMind Oda Automation, DataMind Oda Skills Manager, DataMind Oda Integrations Manager, DataMind Oda Sharing
High-LevelGeneralDataMind Oda UserUse the DataMind Oda desktop agent inside its sandbox, with scheduled tasks and skills installed from the internetDataMind Oda Chat, DataMind Oda Automation, DataMind Oda Skills Manager
StandardAgentDataMind Oda ChatSign in to the DataMind Oda desktop agent and chat with it inside its sandbox, using its AI, web, browser and Minds tools with no extra featuresUse DataMind Oda, Use DataMind Oda Browser, Use Minds from DataMind Oda
StandardAgentDataMind Oda in ExcelSign in to DataMind Oda from its Excel add-in, ask Minds questions and pull their query results into workbooks, where they can leave the platform with the fileUse DataMind Oda, Use Minds from DataMind Oda, Use DataMind Oda in Excel
StandardAgentDataMind Oda AutomationDataMind Oda Chat plus scheduled tasks, which run the agent on their own at set times while nobody is watchingUse DataMind Oda, Use DataMind Oda Browser, Schedule DataMind Oda Tasks
StandardAgentDataMind Oda Unrestricted ModeDataMind Oda Chat plus the full access mode, where the agent runs commands on the computer without a sandbox, so grant it sparinglyUse DataMind Oda, Use DataMind Oda Browser, Use DataMind Oda Full Access Mode
StandardExtensionsDataMind Oda Skills ManagerDataMind Oda Chat plus installing skills from the internet, which brings third-party instructions and scripts into the agentUse DataMind Oda, Use DataMind Oda Browser, Install DataMind Oda Skills from the Internet
StandardExtensionsDataMind Oda Integrations ManagerDataMind Oda Chat plus MCP servers and hooks, which connect the agent to outside services and run commands automatically with the rights of the Windows userUse DataMind Oda, Use DataMind Oda Browser, Manage DataMind Oda MCP Servers, Manage DataMind Oda Hooks
StandardAdvancedDataMind Oda DeveloperDataMind Oda Chat plus the developer options and direct edits to the configuration file, which expose internals and bypass the checks the settings screens applyUse DataMind Oda, Use DataMind Oda Browser, Use DataMind Oda Developer Options, Edit DataMind Oda Configuration File
StandardAdvancedDataMind Oda Private LoggingDataMind Oda Chat plus the choice to record AI requests and tool calls without content, keeping only token usage and costsUse DataMind Oda, Use DataMind Oda Browser, Disable DataMind Oda Content Logging
StandardCollaborationDataMind Oda SharingDataMind Oda Chat plus sharing a copy of a conversation, with the files the user picks, with users and roles of the company, who open it from a link or their Shared with me listUse DataMind Oda, Use DataMind Oda Browser, Share DataMind Oda Chats
StandardAdvancedDataMind Oda Share ManagerSee every shared DataMind Oda conversation in the company and stop any of them, for example one shared by mistakeManage DataMind Oda Shares
GranularAgentUse DataMind OdaSign in to the DataMind Oda desktop agent and use its AI and web tools, which can read the files the user opens
GranularAgentUse Minds from DataMind OdaLet DataMind Oda consult Minds and run read-only queries through them, on PII-masked data
GranularAgentUse DataMind Oda in ExcelLet DataMind Oda run in its Excel add-in, where it reads and changes the open workbook and writes query results into it, so company data can leave the platform inside the file
GranularAgentUse DataMind Oda BrowserLet DataMind Oda open websites in its built-in browser and read, click and type on them, asking the user before each new site and never typing into password or payment fields
GranularAgentSchedule DataMind Oda TasksSchedule DataMind Oda tasks that run on their own at set times, so the agent acts while nobody is watching
GranularAgentUse DataMind Oda Full Access ModeAllow the full access mode, where the agent runs commands on the computer without a sandbox and can change anything the Windows user can, so grant it sparingly
GranularExtensionsManage DataMind Oda MCP ServersAdd, change and remove MCP servers, which connect the agent to outside tools and services that receive data from its sessions
GranularExtensionsManage DataMind Oda HooksCreate and change hooks, commands that run automatically on agent events with the rights of the Windows user
GranularExtensionsInstall DataMind Oda Skills from the InternetLet the agent find and install skills from the internet, which brings in third-party instructions and scripts it will follow
GranularAdvancedUse DataMind Oda Developer OptionsShow the developer options, such as the plugin manager, terminal and agent inspector, which expose internals and settings that can break the agent
GranularAdvancedEdit DataMind Oda Configuration FileEdit the DataMind Oda configuration file directly, which bypasses the checks the settings screens apply
GranularAdvancedDisable DataMind Oda Content LoggingLet the user record their DataMind Oda AI requests and tool calls without content, keeping only token usage and costs, while questions sent to Minds still appear in those Minds' conversations and their AI logs
GranularCollaborationShare DataMind Oda ChatsShare a copy of a DataMind Oda conversation, with the files the user picks, with users and roles of the company. The copy is stored on the DataMind server as it was shared, without masking personal data
GranularAdvancedManage DataMind Oda SharesSee every shared DataMind Oda conversation in the company, open it and stop sharing it, whoever shared it

For how the agent works, read the DataMind Oda overview.

Slides

This category holds 35 permissions.

TierSectionPermissionWhat it allowsIncludes
High-LevelGeneralSlides AdministratorFull administrative access to SlidesDecks Manager, Decks Viewer, Others Decks Manager, Others Decks Viewer, Slide Workspaces Manager, Slide Workspaces Viewer, Others Personal Workspaces Viewer, Slide Chart SQL Binder, Slides AI User, Slide Subscriptions Manager, Others Slide Subscriptions Viewer, Others Slide Subscriptions Manager
High-LevelGeneralSlides EditorCreate, edit and publish own decksDecks Manager, Decks Viewer, Slide Workspaces Viewer, Slides AI User, Slides Subscriber
High-LevelGeneralSlides ViewerView decks and slide workspacesDecks Viewer, Slide Workspaces Viewer, Slides Subscriber
StandardDecksDecks ManagerCreate, edit, publish and export own decksView Decks, Create Decks, Edit Decks, Delete Decks, Duplicate Decks, Publish Decks, Export Decks
StandardDecksDecks ViewerView own and shared decksView Decks
StandardDecksOthers Decks ManagerModify and remove other users' decksView Others Decks, Edit Others Decks, Delete Others Decks
StandardDecksOthers Decks ViewerAccess other users' decksView Others Decks
StandardWorkspacesSlide Workspaces ManagerManage slide workspaces and their foldersView Slide Workspaces, Manage Slide Workspaces
StandardWorkspacesSlide Workspaces ViewerView slide workspaces and their foldersView Slide Workspaces
StandardWorkspacesOthers Personal Workspaces ViewerBrowse every user's personal workspace and its presentations read-onlyView Others Personal Workspaces
StandardChartsSlide Chart SQL BinderBind slide charts to live SQL queriesBind Slide Charts to SQL
StandardAISlides AI UserUse AI for Slides: author a deck by asking the AI in the editorUse Slides AI
StandardSubscriptionsSlides SubscriberSubscribe yourself to receive a deck by email on a scheduleSubscribe to Slides
StandardSubscriptionsSlide Subscriptions ManagerSubscribe to a deck by email, and subscribe other users or rolesSubscribe to Slides, Subscribe Others to Slides
StandardSubscriptionsOthers Slide Subscriptions ViewerSee every user's slide subscriptions, not only your ownView Others Slide Subscriptions
StandardSubscriptionsOthers Slide Subscriptions ManagerPause, resume, reschedule or remove other users' slide subscriptionsManage Others Slide Subscriptions
GranularDecksView DecksView own and shared decks
GranularDecksCreate DecksCreate new decks
GranularDecksEdit DecksModify own decks
GranularDecksDelete DecksRemove own decks
GranularDecksDuplicate DecksCreate copies of existing decks
GranularDecksPublish DecksShare decks with specific users or roles
GranularDecksExport DecksExport decks to PDF and PowerPoint
GranularDecksView Others DecksView other users' decks
GranularDecksEdit Others DecksModify other users' decks
GranularDecksDelete Others DecksRemove other users' decks
GranularWorkspacesView Slide WorkspacesView slide workspaces and their folder trees
GranularWorkspacesManage Slide WorkspacesCreate, rename and remove slide workspace folders
GranularWorkspacesView Others Personal WorkspacesSee other users' personal workspaces in the panel and open their presentations read-only
GranularChartsBind Slide Charts to SQLBind a slide chart to a live role-scoped SQL query
GranularAIUse Slides AIUse AI for Slides. Unrelated to the Minds assistant: this grants nothing outside the Slides editor
GranularSubscriptionsSubscribe to SlidesSubscribe yourself to receive a deck by email on a schedule
GranularSubscriptionsSubscribe Others to SlidesSubscribe other internal users, internal roles, or raw email addresses to a deck
GranularSubscriptionsView Others Slide SubscriptionsSee every subscription on every deck, not only your own
GranularSubscriptionsManage Others Slide SubscriptionsPause, resume, reschedule or remove any subscription, not only your own

DataPrism

This category holds 47 permissions.

TierSectionPermissionWhat it allowsIncludes
High-LevelGeneralDataPrism AdministratorFull administrative access to DataPrismReports Manager, Reports Viewer, Others Reports Manager, Others Reports Viewer, DataPrism Reports Sharer, DataPrism Reports Exporter, DataPrism API Token Manager, Semantic Models Manager, Semantic Models Viewer, DataPrism Workspaces Manager, DataPrism Workspaces Viewer, Others Personal DataPrism Workspaces Viewer, DataPrism Subscriptions Manager, Others DataPrism Subscriptions Viewer, Others DataPrism Subscriptions Manager, DataPrism Custom Visual Author, Manage DataPrism Organization Visuals, DataPrism Custom Visual Disabler
High-LevelGeneralDataPrism EditorCreate, edit, share and export own reportsReports Manager, Reports Viewer, DataPrism Reports Sharer, DataPrism Reports Exporter, DataPrism Workspaces Viewer, DataPrism Subscriber
High-LevelGeneralDataPrism ViewerView reports and DataPrism workspacesReports Viewer, DataPrism Workspaces Viewer, DataPrism Subscriber
StandardReportsReports ManagerCreate, edit and delete own reportsView DataPrism Reports, Create DataPrism Reports, Edit DataPrism Reports, Delete DataPrism Reports
StandardReportsReports ViewerView own and shared reportsView DataPrism Reports
StandardReportsOthers Reports ManagerModify and remove other users' reportsView Others DataPrism Reports, Edit Others DataPrism Reports, Delete Others DataPrism Reports
StandardReportsOthers Reports ViewerAccess other users' reportsView Others DataPrism Reports
StandardReportsDataPrism Reports SharerShare reports with specific users or rolesShare DataPrism Reports
StandardReportsDataPrism Reports ExporterDownload report data: chart downloads and xlsx/csv exportsExport DataPrism Report Data
StandardReportsDataPrism API Token ManagerCreate chart API tokens that export one chart through the APIExport DataPrism Report Data, Manage DataPrism API Tokens
StandardSemantic ModelsSemantic Models ManagerCreate, edit and delete semantic models, including RLS configurationView DataPrism Semantic Models, Create DataPrism Semantic Models, Edit DataPrism Semantic Models, Delete DataPrism Semantic Models
StandardSemantic ModelsSemantic Models ViewerView semantic modelsView DataPrism Semantic Models
StandardWorkspacesDataPrism Workspaces ManagerManage DataPrism workspaces and their foldersView DataPrism Workspaces, Manage DataPrism Workspaces
StandardWorkspacesDataPrism Workspaces ViewerView DataPrism workspaces and their foldersView DataPrism Workspaces
StandardWorkspacesOthers Personal DataPrism Workspaces ViewerBrowse every user's personal workspace and its contents read-onlyView Others Personal DataPrism Workspaces
StandardSubscriptionsDataPrism SubscriberSubscribe yourself to receive a report by email on a scheduleSubscribe to DataPrism Reports
StandardSubscriptionsDataPrism Subscriptions ManagerSubscribe to a report by email, and subscribe other users or rolesSubscribe to DataPrism Reports, Subscribe Others to DataPrism Reports
StandardSubscriptionsOthers DataPrism Subscriptions ViewerSee every user's report subscriptions, not only your ownView Others DataPrism Subscriptions
StandardSubscriptionsOthers DataPrism Subscriptions ManagerPause, resume, reschedule or remove other users' report subscriptionsManage Others DataPrism Subscriptions
StandardCustom VisualsDataPrism Custom Visual AuthorWrite custom visual code into report tiles by hand or with the DataPrism AI. The code runs in every viewer's browserAuthor DataPrism Custom Visuals, Use DataPrism AI
StandardCustom VisualsManage DataPrism Organization VisualsCurate the organization visual library: publish, update, deprecate and remove shared visualsManage DataPrism Organization Visuals
StandardCustom VisualsDataPrism Custom Visual DisablerSwitch off a custom visual on any report or in the organization library so it stops running in viewers' browsers; re-enabling is an author actionDisable DataPrism Custom Visuals
GranularReportsView DataPrism ReportsView own and shared reports
GranularReportsCreate DataPrism ReportsCreate new reports
GranularReportsEdit DataPrism ReportsModify own reports
GranularReportsDelete DataPrism ReportsRemove own reports
GranularReportsView Others DataPrism ReportsView other users' reports
GranularReportsEdit Others DataPrism ReportsModify other users' reports
GranularReportsDelete Others DataPrism ReportsRemove other users' reports
GranularReportsShare DataPrism ReportsShare reports with specific users or roles
GranularReportsExport DataPrism Report DataDownload report data: chart downloads and xlsx/csv exports
GranularReportsManage DataPrism API TokensCreate chart API tokens on reports you administer. A token keeps working until it is revoked, even after its creator loses access
GranularSemantic ModelsView DataPrism Semantic ModelsView semantic models
GranularSemantic ModelsCreate DataPrism Semantic ModelsCreate new semantic models
GranularSemantic ModelsEdit DataPrism Semantic ModelsModify semantic models, including RLS configuration
GranularSemantic ModelsDelete DataPrism Semantic ModelsRemove semantic models
GranularWorkspacesView DataPrism WorkspacesView DataPrism workspaces and their folder trees
GranularWorkspacesManage DataPrism WorkspacesCreate, rename and remove DataPrism workspace folders
GranularWorkspacesView Others Personal DataPrism WorkspacesSee other users' personal workspaces in the panel and open their reports and semantic models read-only
GranularSubscriptionsSubscribe to DataPrism ReportsSubscribe yourself to receive a report by email on a schedule
GranularSubscriptionsSubscribe Others to DataPrism ReportsSubscribe other internal users, internal roles, or raw email addresses to a report
GranularSubscriptionsView Others DataPrism SubscriptionsSee every subscription on every report, not only your own
GranularSubscriptionsManage Others DataPrism SubscriptionsPause, resume, reschedule or remove any subscription, not only your own
GranularCustom VisualsAuthor DataPrism Custom VisualsWrite HTML, CSS and JavaScript into report tiles as custom visuals. Author code runs in every viewer's browser, so grant sparingly
GranularCustom VisualsManage DataPrism Organization VisualsPublish, update, deprecate and remove visuals in the organization visual library, regardless of who authored them
GranularCustom VisualsUse DataPrism AIUse AI for DataPrism: build a custom visual by asking the AI in the report editor, and write or fix a measure with the measure AI in the semantic model and report editors. Unrelated to the Minds assistant: this grants nothing outside DataPrism
GranularCustom VisualsDisable DataPrism Custom VisualsThe kill switch: disable a custom visual on a report tile or in the organization library without needing edit access to the report. Grants no authoring

Observability

This category holds 44 permissions.

TierSectionPermissionWhat it allowsIncludes
High-LevelObservability AdministratorFull administrative access to observabilityDashboard Viewer, System Overview Viewer, Query Management Viewer, Database Overview Viewer, Active Queries Viewer, Active Queries Manager, ClickHouse Maintenance Manager, Audit Log Viewer, Audit Log Manager, AI Log Viewer, Notification Log Viewer, Notification Log Manager, SSO Login Log Viewer, SSO Login Log Manager, Table DDL Viewer, Table DDL Manager, Mind Overview Viewer, Alert Manager, Others Alerts Viewer, Others Alerts Manager
High-LevelObservability ViewerView-only access to observability (no destructive actions)Dashboard Viewer, System Overview Viewer, Query Management Viewer, Database Overview Viewer, Active Queries Viewer, Audit Log Viewer, AI Log Viewer, Notification Log Viewer, SSO Login Log Viewer, Table DDL Viewer, Mind Overview Viewer
StandardDashboard ViewerView the platform dashboardView Platform Dashboard
StandardSystem Overview ViewerView system overviewView System Overview
StandardQuery Management ViewerView query managementView Query Management
StandardDatabase Overview ViewerView database overviewView Database Overview
StandardActive Queries ViewerMonitor active database queriesView Active Queries
StandardActive Queries ManagerMonitor and terminate active database queriesView Active Queries, Stop Active Queries
StandardClickHouse Maintenance ManagerView ClickHouse storage and run OPTIMIZE or truncate staging tablesView Active Queries, Manage ClickHouse Maintenance
StandardAudit Log ViewerView audit log entriesView Audit Log
StandardAudit Log ManagerView and export audit log entriesView Audit Log, Export Audit Log
StandardAI Log ViewerView AI gateway log entriesView AI Log
StandardNotification Log ViewerView the notification send log (emails, Slack, Discord, Google Chat)View Notification Log
StandardNotification Log ManagerView and export the notification send logView Notification Log, Export Notification Log
StandardSSO Login Log ViewerView SSO login attempts and their failure detailView SSO Login Log
StandardSSO Login Log ManagerView and export SSO login attemptsView SSO Login Log, Export SSO Login Log
StandardTable DDL ViewerView DDL and DML statements executed on tablesView Table DDLs
StandardTable DDL ManagerView and export DDL and DML statements executed on tablesView Table DDLs, Export Table DDLs
StandardMind Overview ViewerView Mind usage overviewView Mind Overview
StandardAlert CreatorCreate SQL alerts that email only yourselfCreate Alerts
StandardAlert ManagerCreate SQL alerts and email them to other usersCreate Alerts, Notify Others with Alerts
StandardOthers Alerts ViewerView every user's alertsView Others Alerts
StandardOthers Alerts ManagerView, edit, pause and delete every user's alertsView Others Alerts, Manage Others Alerts
GranularView Platform DashboardView the platform dashboard
GranularView System OverviewView system overview dashboard
GranularView Query ManagementView query management dashboard
GranularView Database OverviewView database overview dashboard
GranularView Active QueriesView currently running database queries
GranularStop Active QueriesTerminate currently running database queries
GranularManage ClickHouse MaintenanceRun OPTIMIZE on fragmented tables and truncate WH and Lake staging tables
GranularView Audit LogView audit log entries
GranularExport Audit LogExport audit log entries
GranularView AI LogView AI gateway log entries
GranularView Notification LogView the notification send log (emails, Slack, Discord, Google Chat)
GranularExport Notification LogExport the notification send log
GranularView SSO Login LogView the SSO login attempt log, including the identity provider request and response detail of failed sign-ins
GranularExport SSO Login LogExport the SSO login attempt log
GranularView Table DDLsView DDL and DML statements executed on tables
GranularExport Table DDLsExport the ChORM run log of DDL and DML executed on tables
GranularView Mind OverviewView Mind usage analytics overview
GranularCreate AlertsCreate SQL alerts on a schedule, with yourself as the only recipient
GranularNotify Others with AlertsAdd other users as recipients of your alerts
GranularView Others AlertsView every user's alerts and their run history
GranularManage Others AlertsEdit, pause and delete every user's alerts; editing an alert's SQL makes you its owner

Platform

This category holds 16 permissions.

TierSectionPermissionWhat it allowsIncludes
High-LevelPlatform AdministratorFull control of the platform stack, including running updatesPlatform Service Viewer, Platform Service Manager, Container Log Viewer, Container Log Manager, Platform Update Checker, Platform Updater
High-LevelPlatform ViewerRead-only: service state, application logs and update availability. Excludes stopping services, running updates and data-tier logsPlatform Service Viewer, Container Log Viewer, Platform Update Checker
StandardPlatform Service ViewerView platform service stateView Platform Services
StandardPlatform Service ManagerRestart and stop platform servicesRestart Platform Services, Stop Platform Services
StandardContainer Log ViewerRead application container logsView Container Logs
StandardContainer Log ManagerRead every container log, including the data tier, and export themView Sensitive Container Logs, Export Container Logs
StandardPlatform Update CheckerCheck for available platform updatesCheck for Platform Updates
StandardPlatform UpdaterRun platform updatesExecute Platform Update
GranularView Platform ServicesView the state of every container in the platform stack
GranularRestart Platform ServicesRestart platform services (recoverable)
GranularStop Platform ServicesStop platform services, leaving them down until started again
GranularView Container LogsRead logs for first-party application containers
GranularView Sensitive Container LogsRead logs for data-tier containers, which print connection strings and query text
GranularExport Container LogsDownload container logs as a file
GranularCheck for Platform UpdatesSee whether newer images are available
GranularExecute Platform UpdatePull images and recreate services - can take the platform down

How presets behave

Questions, answered

What is the difference between a preset and a standard permission?

A High-Level preset is a broad bundle across an area, such as Users Administrator. A Standard permission covers one task, such as 2FA Manager, and can contain several Granular permissions. Granular permissions are the single low-level rights.

Does Users Administrator let someone impersonate users?

No. User Impersonation is a Standard permission that you grant separately, on top of any preset.

Which preset gives full control of the administration settings?

Admin Configurator gives full administrative access to AI, system settings, SSO, DataMind Oda settings, notifications and appearance, and it includes the password policy. Users, roles and PII are not part of it, so grant those separately.

I cannot find a permission an older guide mentions. Where is it?

It has a new name. Granular permissions now follow one naming pattern, for example Create Users instead of Add User and Create/Edit Lake Objects instead of Add/Modify Lake Objects. Roles and users that held the old name keep the same access under the new one. Search the editor by the new name, or find it in the tables above.

Who can download the permission audit?

Permission Audit Downloader. It is the only bundle that includes Export Permission Audit, which the download needs; Permission Audit Viewer includes only View Permission Audit. The workbook is described in Permission audit workbook.

What happens if I revoke Create API Tokens?

Every token the user already holds is disabled.

Which permission lets someone list and revoke other people's API tokens?

Manage Others API Tokens. It covers other people's token lists and revoking their tokens, and it is part of API Token Administrator. See API tokens.

Does a chart API token need extra permissions?

Yes. A chart API token needs both Manage DataPrism API Tokens and Export DataPrism Report Data. See Export reports and data.

Which permission lets someone abort a stuck load from the Locks view?

Manage ETL Locks, which the ETL Locks Manager preset bundles with View Active Queries. It also releases stale locks. Observability Administrator includes it. See ETL locks.

Which permission lets a user continue after a PII warning?

PII Detection Bypass. It applies in warn mode, and PII Administrator includes it. See PII checks in chat.