Connection and model permissions reference

Refer to the Assigning permissions guide to learn how to assign permissions to users.

Documents

This section describes the actions different connection/model roles can take regarding documents.

Permission	No access	Viewer	Restricted querier	Querier	Modeler	Connection admin
Create documents	❌	❌	✅	✅	✅	✅
View document names on homepage	❌	✅	✅	✅	✅	✅

Workbooks

This section describes the actions different connection/model roles can take in the workbook section of a document.

Permission	No access	Viewer	Restricted querier	Querier	Modeler	Connection admin
Access workbooks	❌	❌	✅	✅	✅	✅
Upload CSV & XLSX files	❌	❌	✅	✅	✅	✅
Run topic-based queries	❌	❌	✅	✅	✅	✅
Run all queries	❌	❌	❌	✅	✅	✅
Create & run SQL queries	❌	❌	❌	✅	✅	✅
View SQL query results	❌	❌	❌	✅	✅	✅
Use functions & formulas	❌	❌	✅	✅	✅	✅
Create & edit visualizations	❌	❌	✅	✅	✅	✅
Use AI query or AI spreadsheet calculations	❌	❌	✅	✅	✅	✅

Dashboards

This section describes the actions different connection/model roles can take in the dashboard section of a document.

Permission	No access	Viewer	Restricted querier	Querier	Modeler	Connection admin
Access dashboards	✅	✅	✅	✅	✅	✅
Create & edit dashboards	❌	❌	✅	✅	✅	✅
View topic-based charts	❌	✅	✅	✅	✅	✅
View non-topic based charts	❌	❌	❌	✅	✅	✅
Download	❌	✅	✅	✅	✅	✅
Create schedules & alerts	❌	✅	✅	✅	✅	✅
Use filters & controls	❌	✅	✅	✅	✅	✅
Use drill functionality	❌	✅	✅	✅	✅	✅

Modeling

This section describes the actions different connection/model roles can take when interacting with the connection’s model.

Permission	No access	Viewer	Restricted querier	Querier	Modeler	Connection admin
Stage workbook model changes	❌	❌	✅	✅	✅	✅
Access the Content Validator	❌	❌	❌	✅	✅	✅
Stage shared data model changes using a branch	❌	❌	❌	✅	✅	✅
Directly edit the shared data model	❌	❌	❌	❌	✅	✅
Refresh Schema & Edit Connection Settings	❌	❌	❌	❌	❌	✅

Branches

This section describes the actions different connection/model roles can take when interacting with branches.

Permission	No access	Viewer	Restricted querier	Querier	Modeler	Connection admin
View branches	❌	❌	❌	✅	✅	✅
Create branches	❌	❌	❌	✅	✅	✅
Merge branches	❌	❌	❌	❌	✅	✅

Administration

This section describes the actions different connection/model roles can take regarding the connection’s settings. Note: Managing users, such as inviting them to your Omni instance, is handled by Organization Admins.

Permission	No access	Viewer	Restricted querier	Querier	Modeler	Connection admin
Manage connection permissions	❌	❌	❌	❌	❌	✅
Manage connection settings	❌	❌	❌	❌	❌	✅

Connect data

Manage users and permissions

Manage organization

Identity Providers

Security

Monitor Omni

Connection and model permissions reference

Documents

Workbooks

Dashboards

Modeling

Branches

Administration

Connect data

Manage users and permissions

Manage organization

Identity Providers

Security

Monitor Omni

Documentation Index

​Documents

​Workbooks

​Dashboards

​Modeling

​Branches

​Administration

Documents

Workbooks

Dashboards

Modeling

Branches

Administration