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Roles & Access

🔐 Control who can see which databoards using access controls and BI-specific permissions assigned through Settings → Roles.

📍 Accessing access controls​

  • Per databoard — Databoard list or editor → Access controls dialog.
  • Roles — Configure in Settings (Core module); assign BI permissions to roles, then assign roles to users.

BI permissions​

PermissionCodeEffect
Manage Databoards Access ControlsABI.DB.ACAssign or remove users/roles on individual databoards
Unrestricted by Databoard AssignmentABI.DB.UASee all databoards regardless of per-board assignments

Users without ABI.DB.UA only see databoards explicitly granted to them (or their roles).

⚙️ Per-databoard access controls​

  1. Open a databoard → Access controls.
  2. Search and add users or roles.
  3. Save — only listed users/roles (plus unrestricted admins) can open the databoard.

Access controls apply to the BI app. They also affect ERP dashboard embedding — users need both ERP access and databoard access to see embedded boards.

🚫 Scope notes​

  • Shared public links bypass login but only for the specific share token — not general databoard access.
  • Integrations and queries are not yet split by fine-grained BI permissions beyond standard tenant auth; focus access control on databoards for sensitive dashboards.
  • Module access: users need the avantbi module enabled on the tenant to open BI at all.