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Access control

Overview

plan support

Only in Enterprise/ Business Plan and above

The Access Control feature allows Project Owners to fine-tune the level of access team members have within the workspace. By customizing role permissions, you ensure that stakeholders see exactly what they need—keeping the interface clean for business users while securing sensitive modeling structures.

How It Works & Role Capabilities

WrenAI categorizes users into three primary roles: Project Owner, Project Contributor, and Project Viewer. Each role has distinct capabilities regarding project settings, data modeling, and data consumption. Refer to the matrix below for a detailed breakdown of default permissions:

FunctionProject OwnerProject ContributorProject Viewer
Update Project SettingsYesNoNo
Manage Project MembersYesNoNo
ModelingCRUDRU (Read, Update)R (Read Only)
KnowledgeCRUDCRUDR (Read Only)
DashboardCRUDCRUDCRUD
SpreadsheetCRUDCRUDCRUD
CSV DownloadYesYesYes

Project Owners can further restrict Viewer access to Modeling and Knowledge to "No Permission" via the Access Control settings. For a deeper dive into member management, please visit our guide: Manage Members & Roles.

Using the Feature

To configure permissions for the Viewer role (specifically for Modeling and Knowledge modules):

  1. 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.
  2. Edit Viewer Permissions
    • Locate the Viewer row in the roles table.
    • Click the Change permission link in the Action column.

Access control-step2

  1. Configure Access Levels
    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.

Access control-step3

  1. Save Changes
    • Click Submit to apply the new permissions. The table will update to reflect the current access scope

Access control-step4

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.