Managing Resource Access
Resources are the items that teams can access within Insights. By assigning resources to teams, you control what data users can view and interact with. Access can be granted at either the entire data source level or for individual tables, allowing you to implement both broad and highly granular permission models.
Teams can be granted access to data sources, individual tables, dashboards, charts, and workbooks. Users inherit access to these resources through their team memberships.
Supported Resource Types
- Data Sources – Database connections available within Insights.
- Tables – Individual tables inside a data source.
- Dashboards – Interactive dashboards created within Insights.
- Charts – Individual visualizations.
- Workbooks – Collections of queries, charts, and dashboards shared with users.
Grant Access to Data
To allow a team to access specific databases or tables:
- Open Settings → Permissions.
- Select the team you want to configure.
- Open the Access tab.
- Select one or more Data Sources or specific Tables.
- Click Done to save your changes.
Grant access only to the resources a team requires. Restricting access helps improve security and keeps the data browsing experience simpler for users.
Resource Access Patterns
Full Data Source Access
Granting access to an entire data source allows team members to query every table within that database.
Recommended for:
- Administrators
- Business analysts
- Teams that require unrestricted access to a database
Specific Table Access
Instead of exposing an entire database, you can grant access only to selected tables. This provides finer control over what users can query and is recommended when sensitive data exists alongside operational data.
Recommended for:
- Department-specific teams
- Restricted reporting environments
- Organizations following least-privilege access principles
Example
Sales Team West
✓ Data Source: Production Database
✓ customers
✓ orders
✓ invoices
✗ employee_salaries (Not Accessible)
Whenever possible, grant access to specific tables instead of entire data sources. This reduces unnecessary exposure to sensitive information while ensuring users have access to the data they need.
