Tellius
Tellius 5.5
Tellius 5.5
  • 🚩Getting Started
    • 👋Say Hello to Tellius
      • Glossary
      • Tellius 101
      • Navigating around Tellius
    • ⚡Quick Start Guides
      • Search
      • Vizpads (Explore)
      • Insights (Discover)
    • ✅Best Practices
      • Search
      • Vizpads (Explore)
      • Insights (Discover)
      • Predict
      • Data
    • ⬇️Initial Setup
      • Tellius architecture
      • System requirements
      • Installation steps for Tellius
      • Customizing Tellius
    • Universal Search
    • 🏠Tellius Home Page
    • ❓FAQs
      • Kaiya Conversational AI
      • Data Preparation FAQs
      • Environment FAQs
      • Search FAQs
      • Vizpads FAQs
      • Data Caching FAQs
      • Embedding FAQs
      • Insights FAQs
  • Kaiya
    • ♟️Understanding AI Agents & Agentic Flows
      • Glossary
      • Composer
      • 🗝️Triggering an agentic workflow
      • The art of possible
    • 🤹Kaiya conversational AI
      • Triggering Insights with "Why" questions
      • Mastering Kaiya conversational AI
      • 📒Kaiya Learnings
      • Kaiya Terms of Service
      • Best practices
  • 🔍Search
    • 👋Get familiar with our Search interface
    • 🤔Understanding Tellius Search
    • 📍Search Guide
    • 🚀Executing a search query
      • Selecting a Business View
      • Typing a search query
      • Constructing effective search queries
      • Marketshare queries
    • 🔑Analyzing search results
      • Understanding search results
      • Search Inspector
      • Time taken to execute a query
      • Interacting with the resulting chart
    • 📊Know your charts in Tellius
      • Understanding Tellius charts
      • Variations of a chart type
      • Building charts from Configuration pane
      • List of chart-specific fields
      • Adding columns to fields in Configuration pane
      • Absolute and percentage change aggregations
      • Requirements of charts
      • Switching to another chart
      • Formatting charts
      • Advanced Analytics
      • Cumulative line chart
    • 🧑‍🏫Help Tellius learn
    • 🕵️‍♂️Search history
    • 🎙️Voice-driven search
    • 🔴Live Query mode
  • 📈Vizpads (Explore)
    • 🙋Meet Vizpads!
    • 👋Get familiar with our Vizpads
    • #️⃣Measures, dimensions, date columns
    • ✨Creating Vizpads
    • 🌐Applying global filters
      • Filters in multi-BV Vizpads
      • Filters using common columns
    • 📌Applying local filters
    • 📅Date picker in filters
      • Customizing the calendar view
    • ✅Control filters
      • Multi-select list
      • Single-select list
      • Range slider
      • Dropdown list
    • 👁️Actions in View mode
      • Interacting with the charts
      • Exporting tables
    • 📝Actions in Edit mode
      • 🗨️Viz-level actions
      • Copy to Clipboard
    • 🔧Anomaly management for line charts
      • Instance level
      • Vizpad level
      • Chart level
    • ⏳Time taken to load a chart
      • Instance level
      • Vizpad level
      • Chart level
    • ♟️Working with sample datasets
    • 🔁Swapping Business View of charts
      • Swapping only the current Vizpad
      • Swapping multiple objects
      • Configuring the time of swap
    • 🤖Explainable AI charts
  • 💡Insights (Discover)
    • 👋Get familiar with our Insights
    • ❓Understanding the types of Insights
    • 🕵️‍♂️Discovery Insights
      • Impact Calculation for Top Contributors
    • ➕How to create new Insights
      • 🔛Creating Discovery Insight
      • 🔑Creating Key Driver Insights
      • 〰️Creating Trend Insights
      • 👯Creating Comparison Insights
    • 🧮The art of selecting columns for Insights
      • ➡️How to include/exclude columns?
  • 🔢Data
    • 👋Get familiar with our Data module
    • 🥂Connect
    • 🪹Create new datasource
      • Connecting to Oracle database
      • Connecting to MySQL database
      • Connecting to MS SQL database
      • Connecting to Postgres SQL database
      • Connecting to Teradata
      • Connecting to Redshift
        • Access S3 Data with Redshift Spectrum
      • Connecting to Hive
      • Connecting to Azure Blob Storage
      • Connecting to Spark SQL
      • Connecting to generic JDBC
      • Connecting to Salesforce
      • Connecting to Google cloud SQL
        • Connecting to a PostgreSQL cloud SQL instance
        • Connecting to an MSSQL cloud SQL instance
        • Connecting to a MySQL Cloud SQL Instance
      • Connecting to Amazon S3
      • Connecting to Google BigQuery
        • Steps to connect to a Google BigQuery database
      • Connecting to Snowflake
        • OAuth support for Snowflake
        • Integrating Snowflake with Azure AD via OAuth
        • Integrating Snowflake with Okta via OAuth
        • Azure PrivateLink
        • AWS PrivateLink
        • Best practices
      • Connecting to Databricks
      • Connecting to Databricks Delta Lake
      • Connecting to an AlloyDB Cluster
      • Connecting to HDFS
      • Connecting to Looker SQL Interface
      • Loading Excel sheets
      • 🚧Understanding partitioning your data
    • ⏳Time-to-Live (TTL) and Caching
    • 🌷Refreshing a datasource
    • 🪺Managing your datasets
      • Swapping datasources
    • 🐣Preparing your datasets
      • 🤾Actions that can be done on a dataset
      • Data Pipeline
      • SQL code snippets
      • ✍️Writeback window
      • 🧩Editing Prepare → Data
      • Handling null or mismatched values
      • Metadata view
      • List of icons and their actions
        • Functions
        • SQL Transform
        • Python Transform
        • Standard Aggregation
        • Creating Hierarchies
      • Dataset Scripting
      • Fusioning your datasets
      • Scheduling refresh for datasets
    • 🐥Preparing your Business Views
      • 🌟Create a new Business View
      • Creating calculated columns
      • Creating dynamic parameters
      • Scheduling refresh for Business Views
      • Setting up custom calendars
      • Custom Calendars for Live Connections
    • Tellius Engine: Comparison of In-Memory vs. Live Mode
    • User roles and permissions
    • Refresh pipeline
  • Feed
    • 📩What is a Feed in Tellius?
    • ❗Alerts on the detection of anomalies
    • 📥Actions done on a tracking Feed
    • 🖲️Track a new metric
  • Assistant
    • 💁Introducing Tellius Assistant
    • 🎤Voice-based Assistant
    • 💬Interacting with Assistant
    • ↖️Selecting Business View
  • Embedding Tellius
    • What you should know before embedding
    • Embedding URL
      • 📊Embedding Vizpads
        • Apply and delete filters
        • Vizpad-related actionTypes
        • Edit, save, and share a Vizpad
        • Keep, remove, drill sections
        • Adding a Viz to a Vizpad
        • Row-level policy filters
      • 💡Embedding Insights
        • Creating and Viewing Insights
      • 🔎Embedding Search
        • Search query execution
      • Embedding Assistant
      • 🪄Embedding Kaiya
      • Embedding Feed
  • API
    • Insights APIs
    • Search APIs
    • Authentication API (Login API)
  • ✨What's New
    • Release 5.5
    • Release 5.4
      • Patches 5.4.0.1 to 5.4.0.4
      • Patch 5.4.0.5
      • Patch 5.4.1
      • Patches 5.4.1.1 and 5.4.1.2
    • Release 5.3
      • Patch 5.3.1
      • Patch 5.3.2
      • Patch 5.3.3
    • Release 5.2
      • Patch 5.2.1
      • Patch 5.2.2
    • Release 5.1
      • Patch 5.1.1
      • Patch 5.1.2
      • Patch 5.1.3
    • Release 5.0
      • Patch 5.0.1
      • Patch 5.0.2
      • Patch 5.0.3
      • Patch 5.0.4
      • Patch 5.0.5
    • Release 4.3 (Fall 2023)
      • Patch 4.3.1
      • Patch 4.3.2
      • Patch 4.3.3
      • Patch 4.3.4
    • Release 4.2
      • Patch 4.2.1
      • Patch 4.2.2
      • Patch 4.2.3
      • Patch 4.2.4
      • Patch 4.2.5
      • Patch 4.2.6
      • Patch 4.2.7
    • Release 4.1
      • Patch 4.1.1
      • Patch 4.1.2
      • Patch 4.1.3
      • Patch 4.1.4
      • Patch 4.1.5
    • Release 4.0
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© 2025 Tellius

On this page
  • User roles in Tellius
  • Admin
  • Power user
  • Interactive
  • Explorer
  • Discover
  • Explorer & Discover
  • View only

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  1. Data

User roles and permissions

List of user roles and their permissions

User access and permissions within Tellius are controlled through roles. Each role is designed to give users the necessary permissions to perform their specific tasks while maintaining the security and integrity of data within the platform. Here, we outline the various user roles available in Tellius, along with the permissions associated with each role.

User roles in Tellius

  1. Admin

  2. Power user

  3. Interactive

  4. Explorer

  5. Discover

  6. Explorer & Discover

  7. View only

Admin

The Admin role is designed for users who need full access to the platform's features and settings. Admins have the highest level of permissions, allowing them to manage users, security settings, data sources, and more.

  • Data import: Full access to import data from any source.

  • Data source management: Ability to share and view any data source.

  • Data preparation: Full control over data transformations and sharing prepared data.

  • Business View: Create, edit, and share Business Views, calculated columns, and column groupings.

  • Data export: Export data from preparations, Business Views, Vizpad, Insights, and Search.

  • Search capabilities: Admins can perform default searches, use Kaiya search, create/edit Learnings, add visualizations to Vizpad, and create Insights.

  • Vizpads: Full permissions to create, edit, and share Vizpads.

  • Insight creation: Create, edit, and share Insights.

  • Feed management: Create and edit Feed.

  • Predict: Create and apply predictive models.

  • Settings: Complete control over user & group management, security settings, embedding, user licensing, and application settings.

Power user

Power users have comprehensive access but are limited in certain administrative functions compared to Admins. Power user roles require broad access for day-to-day data operations but do not need to manage the Tellius security or user configurations.

  • Data import: Full access to import data from any source.

  • Data source management: Ability to share and view any data source.

  • Data preparation: Full control over data transformations and sharing prepared data.

  • Business View: Create, edit, and share Business Views, calculated columns, and column groupings.

  • Data export: Export data from preparations, Business Views, Vizpad, Insights, and Search.

  • Search capabilities: Can perform default searches, use Kaiya search, create/edit Learnings, add visualizations to Vizpad, and create Insights.

  • Vizpads: Full permissions to create, edit, and share Vizpads.

  • Insight creation: Create, edit, and share Insights.

  • Feed management: Create and edit Feed.

  • Predict: Create and apply predictive models.

  • Settings: No access to any type of settings.

Interactive

Interactive users have extensive access to explore and interact with data, making them ideal for users focused on data analysis but with limitations on administrative functions and model creation.

  • Data import: No permissions to import data.

  • Data source management: Cannot share or view any data source.

  • Data preparation: Cannot perform data transformations or share prepared data.

  • Business View: Cannot create, edit, or share Business Views, calculated columns, and column groupings.

  • Data export: Can export data from only Vizpads and Search.

  • Search capabilities: Can perform default searches, use Kaiya search, create/edit Learnings, add visualizations to Vizpad, and create Insights.

  • Vizpads: Can create, edit, and share Vizpads.

  • Insight creation: Can create, edit, and share Insights.

  • Feed management: Can create and edit Feed.

  • Predictive modeling: No permissions for creating models but can apply existing models.

  • Settings: No access to any type of settings.

Explorer

Explorers are users primarily focused on exploring and analyzing data. They have permissions to work with data but cannot make changes to settings, key data configuration, share or manage other users.

  • Data import: No permissions to import data.

  • Data source management: Cannot share or view any data source.

  • Data preparation: Cannot perform data transformations or share prepared data.

  • Business View: Cannot create, edit, or share Business Views, calculated columns, and column groupings.

  • Data export: Can export data from only Vizpads and Search.

  • Search capabilities: Can perform default searches, use Kaiya search, create/edit Learnings, add visualizations to Vizpad, but cannot create Insights.

  • Vizpads: Can create, edit, and share Vizpads.

  • Insight creation: Cannot create, edit, or share Insights.

  • Feed management: No permissions for creating or editing feeds.

  • Predictive modeling: No permissions for creating or applying models.

  • Settings: No access to any type of settings.

Discover

The Discover role is tailored for users who need read-only access to view data without the ability to make modifications or create new analyses.

  • Data import: No permissions to import data.

  • Data source management: Cannot share or view data sources.

  • Data preparation: No permissions for data transformations or sharing.

  • Business View: Cannot create, edit, or share Business Views, calculated columns, and column groupings.

  • Data export: Can only export data from Vizpad, Insights, and Search.

  • Search capabilities: Can perform default searches, use Kaiya search, create/edit Learnings, add visualizations to Vizpad, and create Insights.

  • Vizpad: Can only share Vizpads but cannot create or edit.

  • Insight creation: Can create, edit, and share Insights.

  • Feed management: Can create and edit Feed.

  • Predict: No permissions.

  • Settings: No access.

Explorer & Discover

The Explorer and Discover roles can be combined into a single role so that the user can fully leverage the permissions granted to both, exploring and analyzing data while still maintaining a more controlled environment.

  • Data import: No permissions to import data.

  • Data source management: Cannot share or view data sources.

  • Data preparation: No permissions for data transformations or sharing.

  • Business View: Cannot create, edit, or share Business Views, calculated columns, and column groupings.

  • Data export: Can export only Vizpads, Insights, and Search.

  • Search capabilities: Can perform default searches, use Kaiya search, create/edit Learnings, add visualizations to Vizpad, and create Insights.

  • Vizpads: Full permissions to create, edit, and share Vizpads.

  • Insight creation: Create, edit, and share Insights.

  • Feed management: Create and edit Feed.

  • Predict: No permissions.

  • Settings: No access.

View only

View only users have the most restricted access, allowing them to view data and visualizations without any ability to modify or create content.

  • Data import: No permissions.

  • Data source management: Can only view data sources but cannot share or modify.

  • Data preparation: No permissions.

  • Business View: No permissions.

  • Data export: Can export data from preparations, Business Views, Vizpad, Insights, and Search.

  • Search capabilities: Can perform only default Search and Kaiya Search.

  • Vizpad: No permissions,

  • Insight creation: No permissions,

  • Feed management: No permissions.

  • Predictive modeling: No permissions.

  • Settings: No access.

Permissions
Admin
Power User
Interactive
Explorer
Discover
Explorer & Discover
View Only

Data Import

Full access

Full access

No access

No access

No access

No access

No access

Data Source Sharing & Viewing

Full access

Full access

No access

No access

No access

No access

View only

Data Prep (Transformation & Sharing)

Full access

Full access

No access

No access

No access

No access

No access

Business View

Full access

Full access

No access

No access

No access

No access

No access

Data Export

Full access

Full access

Limited (Vizpad, Search)

Limited (Vizpad, Search)

Limited (Vizpad, Insights, Search)

Limited (Vizpad, Insights, Search)

Full access

Search

Full access

Full access

Full access

Limited (cannot create Insight)

Full access

Full access

Limited (default, Kaiya Search)

Vizpads

Full access

Full access

Full access

Full access

Limited (sharing only)

Full access

No access

Insights

Full access

Full access

Full access

No access

Full access

Full access

No access

Feed

Full access

Full access

Full access

No access

Full access

Full access

No access

Predict

Full access

Full access

Limited (cannot create)

No access

No access

No access

No access

Settings

Full access

No access

No access

No access

No access

No access

No access

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