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Permission Management

Overview

The core goal of permission management is to apply fine-grained control to users of Smart Insights. Through a Role > Permission mapping mechanism, different business roles such as data analysts, store managers, and store clerks receive only the permissions that match their responsibilities, avoiding accidental operations caused by redundant access.

Dashboard Insights

Permission configuration entry: Admin Center > User Management > Roles

Role Types

Roles are permission groups assigned by administrators to user accounts. Each role contains a corresponding set of feature permissions. For more details, see Roles.

Default Roles

  • Administrator: has View + Edit permission by default.
  • Standard User: has View + Edit permission by default. The View + Edit permission can be removed.
  • Read-Only User: has View permission by default. The View permission can be removed.

Custom Roles

Administrators can create custom roles as needed and configure permissions flexibly according to business requirements.

Note

Custom roles have no Dashboard Insights permissions by default.

Role Permission Details

View

Purpose

Controls whether the Smart Insights entry is visible on the dashboard home page and the dashboard editing page. Users with only View permission can see published insight reports and use actions such as Follow Up and Copy Report, but cannot modify the configuration.

Prerequisite

The dashboard must already have Dashboard Insights published. If Dashboard Insights is not enabled on the dashboard, users will not see the Smart Insights entry even if they have View permission.

Edit

Purpose

Controls whether a user can enable and configure Dashboard Insights. Users with Edit permission can complete the full workflow, including enabling the feature, configuring prompts, selecting an LLM service, and publishing Dashboard Insights.

Scope

This permission only takes effect on dashboards the user can already edit. If a user does not have dashboard editing permission, they still cannot enter the editing page to configure insights even if they have the Dashboard Insights Edit permission.

Recommendation

It is recommended that this permission be granted only to core business roles, such as AI-oriented data analysts, to avoid low-quality reports caused by regular users accidentally changing prompts or LLM configuration.

Card Insights

Permission configuration entry: Admin Center > User Management > Roles

Role Types

Roles are permission groups assigned by administrators to user accounts. Each role contains a corresponding set of feature permissions. For more details, see Roles.

Default Roles

  • Administrator: has View + Edit permission by default.
  • Standard User: has View + Edit permission by default. The Edit permission can be removed.
  • Read-Only User: has View permission by default and does not have Edit permission.

Custom Roles

Administrators can create custom roles as needed and configure permissions flexibly according to business requirements.

Note

Custom roles have Card Insights View permission by default.

Role Permission Details

View

The View permission for Card Insights is not controlled separately. Any user who has dashboard viewing permission can see Card Insights cards.

Edit

  • Controls whether the Smart Insights option appears in the Create Card dialog.

  • Controls whether the user can edit Smart Insights cards on the dashboard editing page.