There are three distinct types of permissioning in Causal:

  1. Organisation-level permissions (i.e. User Roles, Teams)
  2. Model-level access
  3. Folder-level access

Organisation-level permissions

At the Organisation level, there are three User Roles: Owners, Editors, and Viewers.

  • See Managing users for more.
  • Within Organisations you can have various Teams (e.g. the Tesla organisation can have a Finance team and a Marketing team).

Model-level access

On a model-by-model basis, there are the following options: (see Sharing models for more)

  • Share entire model directly with specific Causal users, (or with your entire Organisation, or an entire team within your Organisation). Sharing options are:
    • Full access
    • Can edit
    • Can view
  • Share via public or private link (dashboard only).
  • Share only a limited View of the model (see here for more on Views).

--> See Sharing models and Managing users for more

Folder-level access

You can also grant access to a folder (Full access, Can edit, Can view), which implicitly gives that same access to all of the models/folders within it. See Sharing folders for more.