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Documentation Index

Fetch the complete documentation index at: https://docs.omni.co/llms.txt

Use this file to discover all available pages before exploring further.

Organization Admin permissions are required to access and modify organization-level content permissions.

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Default content access

Defines the default user role that all users will have for content (documents and folders) they have access to. Users can be granted additional permissions at the document or folder level - this setting only defines a default base role.
For individual documents, users with Manager or Owner content roles have the ability to set the organization access role higher or lower than the default role defined in this setting.

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Default document abilities

Defines default abilities for all documents in the organization. These settings control the abilities users can select in documents:
AbilityDescription
Upload dataAllow users to upload data (CSV, Excel, etc.) to this document. Requires the user to have a model role that allows uploading data.
SchedulesAllow the creation of new deliveries and alerts on this document. Requires the user to have a model role that allows scheduling. Disabling will not remove existing deliveries or alerts.
DownloadAllow users to download the document’s data and dashboard. Requires the user to have a model role that allows downloading.
Create spreadsheetsAllow users to create spreadsheets.
DrillAllow users to drill into various data points in this content.
DuplicateAllow users to duplicate the document. Disabling prevents users from creating a copy of the dashboard or workbook, or copying individual tabs into another workbook. Note: Reach out to Omni support to have this feature enabled.
Viewers can see workbookAllow users with the Viewer content role and a connection role with the Use workbooks ability to see a read-only version of the workbook. They will not be able to edit the workbook or see non-topic tabs or SQL tabs. AccessBoost does not apply to workbooks at this time.
Request accessAllow users who do not have access to this document to request access from the document owner.
Require pull request to publishRequire users to publish changes to this document through a pull request
Dashboard AgentAllow users to use Dashboard Agent on the published version of the dashboard. Requires AI data reading permissions to be enabled at the organization level and the user to have a model role that allows AI use.

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Content creation: Shared “root” is open

Allows users to add documents and folders to the root of your organization’s Hub (shared folder). Otherwise, users will be able to create content in folders they have specifically been granted access to.

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AccessBoost

Enables permission boosting, which will ignore a user’s database connection role. If Non-administrators can enable AccessBoost on content is also enabled, users with SQL editing permissions can also enable AccessBoost on documents. Refer to the Sharing content guide for more information about AccessBoost, including its security implications.

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Delivery personalization

Enforces personalization of deliveries with user attributes. If enabled, the Personalize delivery with the recipient’s user attributes option in the Deliveries & Alerts settings will be removed, as this setting forces the user of the recipient’s attributes.

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Verification

Controls whether visual indicators appear in workbooks to distinguish between verified model fields and unverified workbook-specific fields (custom fields and formulas). When Show verification indicators is enabled, workbook users will see indicator icons next to unverified fields in the field browser, data table headers, and visualization configurations. This helps users understand which fields come from the organization’s verified (shared) data model and which are custom workbook fields. For more details, see Identifying workbook-only fields.