Users, Permissions, and Groups

Last updated: October 29, 2024

You can add users and control user permissions directly on the Aleph web app. Aleph gives you the ability to create groups and customize user experiences with a few clicks. The Users tab gives you full visibility into who is using the app and what types of actions users are taking. You can safeguard your data through our advanced security and access settings while easily adding users to your Aleph account.

Adding a new user to Aleph

  1. Go to https://app.getaleph.com/users

  2. Add teammates by clicking the blue "Add user" button in the upper right corner

  3. Fill out the required fields

Types of Users

There are three types of users: Viewers, Editors, and Admins. The access rights for each of these roles are summarized below:

Action

Viewer

Editor

Admin

Pull data into a spreadsheet

Yes

Yes

Yes

Push data into Aleph

No

Yes

Yes

Update table structure

No

Yes

Yes

Update mappings

No

Yes

Yes

Access audit log

No

No

Yes

Configure integrations

No

No

Yes

Manage users and user groups

No

No

Yes

Permissions

You can customize permissions per Table and within Tables. This is particularly helpful when you are dealing with different departments during a budgeting or forecasting exercise.

Groups

The Aleph web app gives you the ability to create Groups, tag users to a Group, and customize permissions and access by Group. These Groups are typically classified by department (e.g., Finance, Engineering, Product, etc.) or by the tables that they will have access to. To create a group follow these steps:

  1. Go to the https://app.getaleph.com/users

  2. Select the "Groups" tab

  3. Click "Add group" on the right-hand side and a pop-up will appear

  4. Fill out the name of the new group (e.g., "G&A")

  5. [Optional] You can copy permissions from other existing Groups in the second row

  6. Click "Add Group"

  7. Go back to the "Users" tab

  8. Under the "Actions" column and click "Edit"

  9. Go to the "Groups" column

  10. Tag a user to the relevant group(s) to define their permissions

  11. Click "Save"

Permissions by Table

Once you set up your groups, you can proceed to add or remove permissions on a table-by-table basis for each group.

Each Data Warehouse will need permission set up for the individual tables within:

  • Aleph Warehouse: This warehouse contains your Integration Tables, Calculated Tables and Aleph Tables. If you haven't connected your Data Warehouse to Aleph, this will be the only option.

  • Data Warehouse: This will contain the tables generated from the Data Warehouse (e.g., Snowflake) that has been integrated with Aleph.

For each warehouse, you will find two options for permissions:

  1. SQL Access: This is for the users that need to use Query Features in Aleph. They will be able to access any table in the warehouse via the Aleph Query Features (Raw Queries and Calculated Tables). Within this permission, you can choose between the following access types for each table:

    1. No-Code None: The user won't be able to see or use the table in Aleph, unless they use Aleph Raw Query features.

    2. No-Code View: The user will be able to pull data from the table, but will not be able to edit it.

    3. No-Code Edit: The highest level of access, where a user can view and edit the table.

  2. SQL None: The user won't be able to use Aleph Query Features and will only be able to access the tables via No-Code Features (Explore, Aleph Formula, Connect)

    1. No-Code None: The user won't be able to see or use the table in Aleph

    2. No-Code View: The user will be able to pull data from the table, but will not be able to edit it.

    3. No-Code Edit: The highest level of access, where a user can view and edit the table.

Permissions within a Table

You can generate different permissions within a table. For example, you may have many groups with access to a particular table, but you want to assign the groups permissions for specific dimensions. To do so, follow the steps below:

  1. Go to the Tables section of the web app

  2. Click on the table you would like to adjust the permission settings for

  3. Go to the "Permissions" tab

  4. Click on "Add dimension" and select the dimensions that you want to assign permissions

  5. Click on "Apply"

  6. For the different values of the dimension, you can assign to each group different access"

    1. None: They won't be able to see data related to this value

    2. View: They will only be able to see data related to this value

    3. Edit: They will be able to see data related to this value and to push data to this value as well.