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Analytics: Roles & Permissions

Essential knowledge

Intended Audience:

Technical User

Author:

Holger Lierse

Changed on:

16 Jan 2026

Overview

Access to Fluent Analytics is controlled through a combination of permissions and role-based access control (RBAC). This document defines the permission model, role requirements, and configuration patterns for access to Fluent Analytics.Access to Fluent Analytics is controlled through a two-layer model: users must be assigned a role that 
  • has the `ANALYTICS_VIEW` permission AND 
  • is listed in the Analytics Query definition.

Key points

  • `ANALYTICS_VIEW` Permission: Required base permission for all analytics access
  • Domain Roles: Additional role requirements defined per query
  • Query-Level Access Control: Individual queries can specify required roles
  • Setting-Based Configuration: Roles defined in Analytics Query settings

Permission Model

Access to individual Analytics Queries can be restricted by defining specific `roles`. Furthermore, any role that accesses analytics must have the `ANALYTICS_VIEW` permission assigned to it. This means for a user to be able to view a metric, the following conditions must be met: 
  •  The user must be assigned one of the defined `roles` for the query, and
  • The role must have the `ANALYTICS_VIEW` permission assigned
Example:
  • Analytics Query definition requires `"roles":["ORDER_MANAGER", "ADMIN"]` 
  • User must be assigned either `ORDER_MANAGER` or `ADMIN` role, and that role must have `ANALYTICS_VIEW` permission.

Analytics Query Configuration

Required roles are defined within each query's configuration in the Analytics Query settings. This determines which users can execute each specific query.Each query specifies required roles in the `roles` array:
1{
2  "queries": [
3    {
4      "name": "total_revenue",
5      "resource": {
6        "type": "PATH",
7        "value": "Standard Template/Dashboards/Orders/Total Revenue"
8      },
9      "roles": ["FINANCE_DIRECTOR"]
10    },
11    {
12      "name": "total_orders",
13      "resource": {
14        "type": "PATH",
15        "value": "Standard Template/Dashboards/Orders/Total Orders"
16      },
17      "roles": ["ORDER_MANAGER", "FINANCE_DIRECTOR"]
18    }
19  ]
20}

Reference Configuration 

The reference Fluent Analytics queries for each dashboard are configured with the following roles in the corresponding Analytics Query setting
  • Order Queries: `ORDER_MANAGER`
  • Fulfilment queries: `FULFILMENT_MANAGER`
  • Inventory queries: `INVENTORY_MANAGER`
  • Return queries: `RETURNS_MANAGER`