User and Data Access Management

Overview To make the most of Preset, invite others to your team to be able to share your charts and dashboards. In order to access the functionality described in this article, a user needs Admin access. If a user is a non-admin, then they will b...

Role-based Access Control Requirement Role-based access control is only available for the Professional and Enterprise plans . Workflow for RBAC To set up Role Based Access Control, you'll follow this flow: Invite a user to a team Add t...

Overview In this article we will look at data access roles and how they operate in coordination with workspace roles and row level security to provide a wide range of access control in Preset. Data access begins with workspace roles , which are b...

Overview Row Level Security (RLS) is a Preset feature that—when used in tandem with Data Access Roles —enables you to exert a granular level of control over who can query and view specific data in selected datasets. Row Level Security Concept ...

User Emails Audits and Per-user Caching are in Beta User emails audits and per-user caching are Beta features only available on the Enterprise plan . If you're already on the Enterprise plan, reach out to the Preset Suppor...

Overview This article discusses how to set up SCIM with the user authentication management platform, Okta . The process described below involves multiple steps: Using the Okta Admin dashboard to set up the required infrastructure. Commu...

Usage Metrics Availability The Admin Dashboards containing usage metrics are only available to teams on the Enterprise plan . Overview This article discusses how Team Admins can view usage metrics such as the volu...

Audit Logs Availability The audit logging feature is only available to teams on the Enterprise plan . 👤 This documentation is intended for Team Admins only. Overview Audit logs are available to Team Admins to t...