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Improving the docs around managing roles (#1183)
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@ -12,8 +12,8 @@ assume that these 3 roles will stay up-to-date as Caravel evolves.
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Admin
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Admin
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"""""
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"""""
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Admins have all rights, including granting or revoking rights from other
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Admins have all possible rights, including granting or revoking rights from
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users and altering other people's slices and dashboards.
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other users and altering other people's slices and dashboards.
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Alpha
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Alpha
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"""""
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"""""
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@ -66,12 +66,53 @@ We do not recommend altering the 3 base roles as there
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are a set of assumptions that Caravel build upon. It is possible though for
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are a set of assumptions that Caravel build upon. It is possible though for
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you to create your own roles, and union them to existing ones.
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you to create your own roles, and union them to existing ones.
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The best way to go is probably to give user ``Gamma`` plus another role
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Permissions
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that would add specific permissions needed by this type of users.
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"""""""""""
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Roles are composed of a set of permissions, and Caravel has many categories
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of permissions. Here are the different categories of permissions:
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- **Model & action**: models are entities like ``Dashboard``,
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``Slice``, or ``User``. Each model has a fixed set of permissions, like
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``can_edit``, ``can_show``, ``can_delete``, ``can_list``, ``can_add``, and
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so on. By adding ``can_delete on Dashboard`` to a role, and granting that
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role to a user, this user will be able to delete dashboards.
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- **Views**: views are individual web pages, like the ``explore`` view or the
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``SQL Lab`` view. When granted to a user, he/she will see that view in
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the its menu items, and be able to load that page.
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- **Data source**: For each data source, a permission is created. If the user
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does not have the ``all_datasource_access`` permission granted, the user
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will only be able to see Slices or explore the data sources that are granted
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to them
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- **Database**: Granting access to a database allows for the user to access
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all data sources within that database, and will enable the user to query
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that database in SQL Lab, provided that the SQL Lab specific permission
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have been granted to the user
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Restricting the access to the metrics
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Restricting access to a subset of data sources
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-------------------------------------
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""""""""""""""""""""""""""""""""""""""""""""""
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The best way to go is probably to give user ``Gamma`` plus one or many other
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roles that would add access to specific data sources. We recommend that you
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create individual roles for each access profile. Say people in your finance
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department might have access to a set of databases and data sources, and
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these permissions can be consolidated in a single role. Users with this
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profile then need to be attributed ``Gamma`` as a foundation to the models
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and views they can access, and that ``Finance`` role that is a collection
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of permissions to data objects.
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One user can have many roles, so a finance executive could be granted
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``Gamma``, ``Finance``, and perhaps another ``Executive`` role that gather
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a set of data sources that power dashboards only made available to executives.
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When looking at its dashboard list, this user will only see the
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list of dashboards it has access to, based on the roles and
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permissions that were attributed.
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Restricting the access to some metrics
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""""""""""""""""""""""""""""""""""""""
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Sometimes some metrics are relatively sensitive (e.g. revenue).
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Sometimes some metrics are relatively sensitive (e.g. revenue).
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We may want to restrict those metrics to only a few roles.
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We may want to restrict those metrics to only a few roles.
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For example, assumed there is a metric ``[cluster1].[datasource1].[revenue]``
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For example, assumed there is a metric ``[cluster1].[datasource1].[revenue]``
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