Data Permission Overview- FineBI Help Document FineBI Document

Recent Updates: July 14, 2022

Ⅰ. Overview

Data permissions are used to control the ability of different users to view, use and authorise different data table data from the data source.

This includes permissions control for editing users to use business package data when producing BI analyses and viewing users to view data content when viewing analyses.

FineBI data permissions are assigned to different users depending on the department, job title or role they are in.

Note: If the user is only assigned directory permissions and not business package permissions, viewing the template will report an error: You do not have permission to view the component data at this time.

Ⅱ. Permission Content Setting

FineBI data permissions are divided into usage permissions, administrative permissions, and authorization permissions, as shown follows:

Permission	Description
Use permission	After enabling access to the corresponding service pack, users can use the data in the service pack when creating dashboards and self-service datasets All data added to the business package has the corresponding usage rights by default You cannot add any tables to the package, including base tables and self-service datasets, nor can you rename, delete or move groups in the package
Management permission	All functions with access rights can be used After enabling access to the corresponding business package, users can add tables to the business package, including base tables (data analysis users can only create Excel datasets, data processing users can add any base tables) and self-service datasets, and rename and delete business packages Editing operations can be performed on the base tables in the business package, but except for the administrator, editing operations cannot be performed on self-service datasets that are not created by the user.
Authorized permission	Note: requires Hierarchical Authorization to be enabled Administrators can authorise users, enabling them to delegate business package permissions to other users.

Permission

Description

Use

permission

After enabling access to the corresponding service pack, users can use the data in the service pack when creating dashboards and self-service datasets
All data added to the business package has the corresponding usage rights by default
You cannot add any tables to the package, including base tables and self-service datasets, nor can you rename, delete or move groups in the package

Management

permission

All functions with access rights can be used
After enabling access to the corresponding business package, users can add tables to the business package, including base tables (data analysis users can only create Excel datasets, data processing users can add any base tables) and self-service datasets, and rename and delete business packages

Editing operations can be performed on the base tables in the business package, but except for the administrator, editing operations cannot be performed on self-service datasets that are not created by the user.

Authorized
permission

Note: requires Hierarchical Authorization to be enabled

Administrators can authorise users, enabling them to delegate business package permissions to other users.

Permission Type	Description	Document
Manage groups/packages	Add/edit/delete packages/groups	Group/package Management permission
Manage basic table	Add/edit/delete database table, SQL dataset, Excel dataset	Base Table Management Permission
Manage self-help dataset	Add/edit/delete self-help dataset	Self-help Dataset Management Permission
Use data table	Create dashboards using data tables, view dashboards created based on data tables	Data Table Usage Permission

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Data Permission Overview

Ⅰ. Overview

Ⅱ. Permission Content Setting

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