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Getting Started
What is Causal?
Quickstart
The Causal interface
Tutorials & practice
The Causal Startup Suite
Variables
Creating variables
Formatting variables
Organizing variables
Variable types
Time
Time settings
Working with time
Formulas
Creating formulas
Variable modifiers in formulas
Functions
Helper variables
If statements
Common formulas
Troubleshooting
Visuals & Dashboards
Creating visuals
Importing visuals
Embedding visuals
Creating dashboards
Categories
What are categories?
Working with categories
Managing categories
Data
What is data?
Connecting data sources
Working with data
Integrations
Views
What is a view?
Filter types
Sharing views
Versions
What is a version?
Comparing versions in charts/tables
Scenarios
Creating scenarios
Comparing scenarios in charts/tables
Managing models and collaboration
Managing models
Collaboration
Sharing models
Approval workflows
Managing users
Resources
Security
Terms of Service
Privacy Policy
Data Protection Addendum
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Collaboration
There are two distinct types of permissioning in Causal:
Organisation-level permissioning
and
Model-level permissioning
.
Organisation-level permissions
At the
Organisation
level, there are three User Roles: Admins, Members, 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 permissions
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:
Admin
Can edit
Can view
Share only a limited
View
of the model (see here for more on
Views
).
Share via public or private link (
dashboard only
).
--> See
Sharing models
and
Managing users
for more
😄
If a user is a
Viewer
they will only ever be able to view the model dashboards.
If a user is a
Member
they will have whatever access you grant them to the specific model/view.
See Managing Users for more
.
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Exporting to Excel / GSheets
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Sharing models
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Contents
Organisation-level permissions
Model-level permissions