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Authorize by Category

Resource Authorization Model

Applicable Resource Types

  • Metrics / metric categories
  • Datasets / dataset categories

Permission Role Definitions

Category Permissions

Role Permissions
Owner - Includes Manage permission - Can grant the Manage role to others - Can delete or transfer the category
Manage - Includes Create permission - Can grant the Create or Use role to others - Automatically inherits the Owner role for child categories and resources
Create - Includes Use permission - Can create metrics or child categories under the category
Use - Can query all metrics under the category
View - Can view metadata for child categories and metrics under the category

Resource Permissions

Role Permissions
Owner - Includes Manage permission - Can grant the Manage role to others - Can delete or transfer the resource
Manage - Includes Use permission - Can grant the Use role to others - Can edit the resource
Use - Can use the resource in queries
View - Can view resource metadata

Category-to-Resource Permission Inheritance

Category Role Role Inherited by Resources
Owner Owner
Manage Owner
Create Use
Use Use

💡 Inheritance principle: Child categories and resources inherit parent category permissions by default, but parent category restrictions take precedence over child-level openness.


Category Visibility Rules

Visibility Scope

Type Description
Visible to everyone Category metadata is visible to all users by default.
Visible to specified users Metadata is visible only to users on the access whitelist or users with Use or higher permission.

Core Rules

  1. Parent restrictions take precedence.

If a parent category is visible to specified users, all child categories and resources are hidden from unauthorized users, even if a child node is set to visible to everyone.

  1. Child restrictions are not inherited upward.

If the parent category is visible to everyone but a child category has restricted visibility, unauthorized users can see only the parent category and cannot view the child node.

  1. Visibility is guaranteed for authorized users.

Users with Use or higher permission can always view the full resource path.


Examples

Example 1: Open Parent Node, Restricted Child Node

  • Configuration

  • Structure: Category A (visible to everyone) → Category B (visible to everyone) → Metric C (visible to specified users)

  • User permissions and visible content

User Permission Visible Content
X Use permission on Category A Category A, Category B, and Metric C through parent category inheritance
Y Directly authorized on Metric C Category A → Category B → Metric C, with the full path
Z No permission Category A only

Example 2: Restricted Parent Node, Open Child Node

  • Configuration

  • Structure: Category A (visible to specified users) → Category B (visible to everyone) → Metric C (visible to everyone)

  • User permissions and visible content

User Permission Visible Content
X Use permission on Category A Category A, Category B, and Metric C
Y Directly authorized on Metric C Metric C only, without the full path
Z No permission No visible content

Example 3: Restricted Parent Node and Restricted Child Node

  • Configuration

  • Structure: Category A (visible to specified users) → Category B (visible to everyone) → Metric C (visible to specified users)

  • User permissions and visible content

User Permission Visible Content
X View permission on Metric C, but no permission on Category A Not visible because the parent category restriction blocks access

Permission Feature Summary

Capability Category Permissions Resource Permissions
Visibility scope control
Create child categories or metrics ✓ (Create role only)
Inherit the resource owner role ✓ (Manage role)