How to Create Alpha Role on Tathya

In Tathya, user roles and permissions are managed to control what actions users can perform and what data they can access.

Alpha Role Overview

The Alpha role in Tathya is a predefined role designed to provide broad access while limiting certain sensitive administrative capabilities.

Below is an overview of the Alpha role and steps to create client-specific database access to the Alpha role.

Use Cases for Alpha Users

• Ideal for power users who need the ability to create and manage dashboards and charts but do not need full administrative control.

• Suitable for team leads or analysts who work extensively in querying and visualizing data.

Steps to Create an Alpha Role with Client-Specific Database Access :

1. Copy the Existing Alpha Role:

   • Go to the settings in the top-right corner.

   • Click on List Roles.

   • Select the existing Alpha role.

   • Click the Action button to create a new role based on the Alpha role.

2. Rename the New Role:

   • Name the copied role according to the client. For example:

     • Example-Alpha if the client is Example.

   • This ensures the role is uniquely identifiable.

3. Modify Database Permissions:

   • Remove alldatabaseaccess Permission:

     • Navigate to the permissions section of the newly created role.

     • Remove the alldatabaseaccess permission to restrict access to all databases.

     • Remove the alldatasourceaccess permission to restrict access to all datasources.

   • Add Permission for the Client Database:

     • Add permissions to the specific database associated with the client, e.g., Example Database.

4. Assign the Role to the Client User:

   • Navigate to the client user in the List user.

   • Add the newly created role (e.g. Example-Alpha) to the client user.

Final Check:

• Verify that the client user now has access only to the designated database Example Database and cannot access any other databases.

• Perform a quick test by logging in as the client user to confirm the role's functionality.

Permissions for Alpha Users

1. Dashboard Management:

   • Can create, and delete dashboards.

   • Can view and modify filters in dashboards they have access to.

2. Chart Management:

   • Can create, edit, and delete charts.

   • Can view all charts they have permission to access.

3. Database Access:

   • Can access databases, schemas, and tables that are explicitly granted to them.

4. Dashboard Filters:

   • Can use advanced filters and cross-filtering in dashboards.

Limitations of Alpha Users

1. Restricted Administrative Actions:

   • Cannot manage roles or permissions for other users.

   • Cannot access or modify system settings or configurations.

   • Cannot assign or modify roles for other users.

   • Cannot change their role to Admin.

2. No Database Configuration:

   • Cannot add, edit, or delete database connections.

3. Limited Access Control:

   • Can only access datasets, databases, and schemas granted to them by an Admin or through specific role permissions.

   • Cannot edit or overwrite dashboards unless they are the owner of the dashboard.

   • Cannot view others' draft status dashboards.

4. Restricted Plugin and Feature Control:

   • Cannot enable or disable plugins.

5. Does not have access to SQL Lab and creating datasets

6. Security Management:

   • Cannot create or modify roles.

   • Cannot edit global security policies.