Role Permissions
Only in Enterprise/ Business Plan and above
Use this page to customize what users with the Viewer role can access in a project. This is useful when you want business users to see only the parts of Wren AI they need, while hiding Modeling or Knowledge from non-technical readers.
How It Works & Role Capabilities
Wren AI categorizes users into three primary roles: Project Owner, Project Contributor, and Project Viewer. Each role has distinct capabilities across project settings, data modeling, and data consumption. Refer to the matrix below for a detailed breakdown of default permissions:
| Function | Project Owner | Project Contributor | Project Viewer |
|---|---|---|---|
| Update Project Settings | Yes | No | No |
| Manage Project Members | Yes | No | No |
| Modeling | CRUD | RU (Read, Update) | R (Read Only) |
| Knowledge | CRUD | CRUD | R (Read Only) |
| Dashboard | CRUD | CRUD | CRUD |
| Spreadsheet | CRUD | CRUD | CRUD |
| CSV Download | Yes | Yes | Yes |
Project Owners can further restrict Viewer access to Modeling and Knowledge to No permission in the Access Control settings. For a deeper dive into member management, please visit our guide: Manage Members & Roles.
Configure Viewer permissions
To configure permissions for the Viewer role for the Modeling and Knowledge modules:
- Navigate to Access Control
- Go to your project settings and select Access control from the sidebar.
- Click on the Role permissions tab at the top of the page.
- Edit Viewer Permissions
- Locate the Viewer row in the roles table.
- Click the Change permission link in the Action column.
-
Configure permissions A configuration pop-up will appear. You can set the permission for Modeling and Knowledge independently:
- No permission: The module will be completely hidden from the user's interface. Use this to simplify the view for non-technical users.
- Read only: The user can view structures and instructions but cannot make any edits or add new entries.
- Save Changes
- Click Submit to apply the new permissions. The table will update to reflect the current access scope
Tips and notes
- Immediate Effect: Changes to permissions apply immediately. Users with the "Viewer" role will see the interface update upon their next login or page refresh.
- Default Settings: If you do not configure these settings, Viewers typically default to "Read Only" access for Modeling and Knowledge, allowing them to browse but not edit.