Feature Permission Matrix

Features, permissions, and roleNames required by pages, functions, and buttons.

This page lists the feature switches and permissions required by each function, page, and button. Unless otherwise noted:

• When multiple features are listed together, all of them must be enabled.
• When multiple permissions or roleNames are listed together, matching any one of them is usually enough to access the entry.
• Page entries, button visibility, and backend operations can be controlled at different layers. A function is actually usable only when both the UI condition and the backend permission allow it.
• When roleName means a platform role, possible values are SUPER_ADMIN, ADMIN, AI_BUILDER, ANALYTICS_BUILDER, VIEWER, and TRIAL.

Application initialization, private workspace membership and group authorization for a published Assistant are independent layers. See Assistant and Application Authorization for employee onboarding and troubleshooting.

Main Navigation

Function / Page	Path	Required feature	Required permission / roleName	Notes
Chat	/chat	FEATURE_XPERT	CHAT_VIEW	The Chat entry is visible only when both the feature and permission are available.
Explore Xperts	/explore	FEATURE_XPERT	XPERT_EDIT	Used to browse and explore Xperts.
Xpert Workspace	/xpert	FEATURE_XPERT	XPERT_EDIT	After entering the workspace, concrete read/write actions are still controlled by workspace capabilities.
Story	/story	No explicit main-navigation switch	STORIES_VIEW	This entry is not currently in the main navigation, but page access requires story view permission.
Data	/data	Controlled by child functions	MODELS_EDIT or STORIES_EDIT	The parent Data route requires either model edit or story edit permission.
Data / Project	/data/project	FEATURE_PROJECT	STORIES_EDIT	BI project entry.
Data / Semantic Model	/data/models	FEATURE_MODEL	MODELS_EDIT	Semantic model entry and modeling operations.
Indicator App	/indicator-app	FEATURE_INDICATOR + FEATURE_INDICATOR_APP	INDICATOR_MARTKET_VIEW	Indicator app entry.
Settings	/settings	FEATURE_SETTING	No unified entry permission	Each menu inside Settings is controlled separately.

Chat And Agents

Function / Page / Button	Path or entry	Required feature	Required permission / roleName	Notes
Common Assistant	/chat/x/common	Inherits FEATURE_XPERT from the entry	Inherits CHAT_VIEW from the entry	Common chat assistant.
ClawXpert	/chat/clawxpert	FEATURE_XPERT + FEATURE_XPERT_CLAWXPERT	No extra permission	Both features must be enabled.
ChatBI	/chat/chatbi	FEATURE_XPERT + FEATURE_XPERT_CHATBI	No extra permission	Both features must be enabled.
Chat sidebar ChatBI	Chat sidebar	FEATURE_XPERT_CHATBI	No extra permission	Controls entry visibility only.
Chat sidebar CodeXpert	Chat sidebar	FEATURE_XPERT_CODEXPERT	No extra permission	External link entry.
Chat sidebar DeepResearch	Chat sidebar	FEATURE_XPERT_DEEP_RESEARCH	No extra permission	External link entry.
Change Settings button	Common Assistant welcome page	No extra feature	SUPER_ADMIN or ADMIN	Opens Assistants settings.
Common Assistant configuration	Assistants settings	FEATURE_XPERT	Page entry requires SUPER_ADMIN or ADMIN	System assistant configuration.
Workspace Assistant configuration	Assistants settings	FEATURE_XPERT	Page entry requires SUPER_ADMIN or ADMIN	Shared assistant configuration for the Xpert workspace.
ChatBI Assistant configuration	Assistants settings	FEATURE_XPERT + FEATURE_XPERT_CHATBI	Page entry requires SUPER_ADMIN or ADMIN	ChatBI assistant configuration.
ClawXpert Assistant configuration	User-level ClawXpert binding	FEATURE_XPERT + FEATURE_XPERT_CLAWXPERT	User-level configuration	Not included in the system assistant list.

Settings Pages

Function / Page	Path	Required feature	Required permission / roleName	Notes
Account	/settings/account	None	None	Personal account settings.
AI Copilot	/settings/copilot	FEATURE_COPILOT	COPILOT_EDIT	Copilot basic configuration, examples, usage, users, and related settings.
Data Sources	/settings/data-sources	FEATURE_MODEL	DATA_SOURCE_EDIT	Data source settings entry.
Assistants	/settings/assistants	FEATURE_XPERT	SUPER_ADMIN or ADMIN	Tenant default configuration is editable only by SUPER_ADMIN; organization overrides require a selected organization.
Chat BI	/settings/chatbi	FEATURE_XPERT + FEATURE_MODEL	MODELS_EDIT	ChatBI model settings.
Business Area	/settings/business-area	FEATURE_BUSINESS_AREA	BUSINESS_AREA_EDIT	Business area settings.
Certification	/settings/certification	None	Entry visibility requires CERTIFICATION_EDIT; page access also depends on BUSINESS_AREA_EDIT	Both permissions need attention in the current behavior.
System Integration	/settings/integration	FEATURE_INTEGRATION	INTEGRATION_EDIT	Integration list, create, view, and edit.
Users	/settings/users	FEATURE_USER	Any of ALL_ORG_VIEW / ALL_ORG_EDIT / ORG_USERS_VIEW / ORG_USERS_EDIT	User list entry. Buttons are split further.
Groups	/settings/groups	FEATURE_USER	View: ORG_USERS_VIEW; edit: ORG_USERS_EDIT	User group list and maintenance.
Roles	/settings/roles	FEATURE_ROLES_PERMISSION	CHANGE_ROLES_PERMISSIONS	Role and permission maintenance.
Feature	/settings/features/tenant, /settings/features/organization	None	Page entry: CHANGE_ROLES_PERMISSIONS; read features: ALL_ORG_VIEW; update switches: ALL_ORG_EDIT	Tenant and organization feature switch maintenance.
Organizations	/settings/organizations	None	Any of ALL_ORG_VIEW / ALL_ORG_EDIT / ORG_USERS_VIEW / ORG_USERS_EDIT	Organization list and details. Buttons are split further.
Email Template	/settings/email-templates	FEATURE_EMAIL_TEMPLATE	VIEW_ALL_EMAIL_TEMPLATES	Email template management.
Custom SMTP	/settings/custom-smtp	FEATURE_SMTP	CUSTOM_SMTP_VIEW	Tenant or organization SMTP configuration.
Plugins	/settings/plugins	None	SUPER_ADMIN or ADMIN or TRIAL	Plugin settings entry.
Tenant	/settings/tenant	None	SUPER_ADMIN	Tenant settings, tenant skills, and tenant tags.

Settings Buttons And Actions

Function / Page	Button or action	Required feature	Required permission / roleName	Notes
Users	Batch Import	FEATURE_USER	UI button: tenant scope + ALL_ORG_EDIT; actual import: SUPER_ADMIN or ADMIN	Bulk user import.
Users	New	FEATURE_USER	Tenant scope + ALL_ORG_EDIT	Create user.
Users	Invite button	FEATURE_USER	Organization scope + ORG_INVITE_VIEW or ORG_INVITE_EDIT	Button visibility condition. Actually creating invites requires ORG_INVITE_EDIT.
Users	Invite list	FEATURE_USER	ORG_INVITE_VIEW or ORG_INVITE_EDIT	View invite records.
Users	Resend / delete invite	FEATURE_USER	ORG_INVITE_EDIT	Invite maintenance operations.
Users	Change user role	FEATURE_USER	Current user is SUPER_ADMIN or ADMIN	Editing a super admin user is additionally protected by super-admin-related permissions.
Organizations	Create organization	None	Tenant scope + ALL_ORG_EDIT	Create organization.
Organizations	Delete organization	None	Tenant scope + ALL_ORG_EDIT	Delete organization.
Organizations	Save basic organization information	None	Selected organization + ALL_ORG_EDIT	Save name, description, status, and similar fields.
Organizations	Upload organization avatar	None	Selected organization + ALL_ORG_EDIT	Change organization avatar.
Organizations	Governance fields	None	Tenant scope + ALL_ORG_EDIT	Currency, timezone, default date, and similar governance fields.
Organizations	Edit members	None	Selected organization + ALL_ORG_EDIT or ORG_USERS_EDIT	Organization member maintenance.
Organizations	Generate Demo	None	UI button: selected organization + ALL_ORG_EDIT; actual generation: SUPER_ADMIN or ADMIN or TRIAL	Generate or refresh organization demo data.
Assistants	Tenant default assistant configuration	FEATURE_XPERT + assistant-specific feature	SUPER_ADMIN	Tenant default assistant configuration.
Assistants	Organization override assistant configuration	FEATURE_XPERT + assistant-specific feature	Page entry SUPER_ADMIN or ADMIN, and a selected organization	Organization-level override configuration.
Xpert Workspace	Save workspace general settings	FEATURE_XPERT	workspace.capabilities.canManage	Not an enum permission. It is determined by workspace capabilities.
Xpert Workspace	Members, visibility, delete, archive	FEATURE_XPERT	workspace.capabilities.canManage	Owner or tenant admin with manage capability can operate.
Xpert authorization	Organization list scope	None	Users with ALL_ORG_VIEW can see all organizations; otherwise only organizations they belong to	Affects data scope, not button permission.
Application initialization	Initialize an application in Explore	Inherits the application entry	SUPER_ADMIN, ADMIN or TRIAL, with organization and model requirements satisfied	Creates a private workspace; does not automatically grant employees runtime access.
Published Assistant	Business user access	Inherits the Chat entry	Member of an authorized organization group, or eligible as creator, workspace owner or explicit workspace member	Users do not need ORG_USERS_VIEW or ORG_USERS_EDIT.

BI And Data Functions

Function / Page / Action	Required feature	Required permission / roleName	Notes
View data source list	FEATURE_MODEL	DATA_SOURCE_VIEW	View data source list.
Create / edit / delete data source	FEATURE_MODEL	DATA_SOURCE_EDIT	Data source maintenance.
Sync data source types	None	SUPER_ADMIN or ADMIN	Sync built-in data source types.
Semantic model entry	FEATURE_MODEL	MODELS_EDIT	/data/models page entry.
Semantic model list API	FEATURE_MODEL	ADMIN	The backend model list has an administrator role restriction.
Semantic model XMLA query	FEATURE_MODEL	MODELS_VIEW	The model must also expose XMLA and pass model viewer authorization.
Clear semantic model cache	FEATURE_MODEL	MODELS_EDIT	Delete model cache.
Project	FEATURE_PROJECT	STORIES_EDIT	/data/project entry.
View Story	No explicit main-navigation switch	STORIES_VIEW	/story page access.
Edit Story / Project capability	FEATURE_PROJECT	STORIES_EDIT	BI project and story editing capability.
Business Area settings	FEATURE_BUSINESS_AREA	BUSINESS_AREA_EDIT	Business area maintenance.
Certification settings	None	CERTIFICATION_EDIT + BUSINESS_AREA_EDIT both need attention	Entry visibility and page access currently depend on different permissions.
Indicator App	FEATURE_INDICATOR + FEATURE_INDICATOR_APP	INDICATOR_MARTKET_VIEW	Indicator app entry.
View indicators	FEATURE_INDICATOR	INDICATOR_VIEW	Indicator viewing capability.
Edit indicators	FEATURE_INDICATOR	INDICATOR_EDIT	Indicator maintenance capability.
Data Factory	FEATURE_DATA_FACTORY	DATA_FACTORY_VIEW / DATA_FACTORY_EDIT	Currently mainly permission and feature enums. Confirm concrete entry usage with the specific page.

AI Backend Capabilities

Function / Action	Required feature	Required permission / roleName	Notes
Create, enable/disable, update Copilot	FEATURE_COPILOT	COPILOT_EDIT	Copilot management.
Copilot statistics	FEATURE_COPILOT	COPILOT_EDIT	Conversation, user, message, token, and related statistics.
Create / update Copilot Provider	FEATURE_COPILOT	COPILOT_EDIT	Model provider configuration.
Copilot User list / renew	FEATURE_COPILOT	COPILOT_EDIT	Copilot user management.
Knowledgebase list / statistics	FEATURE_COPILOT_KNOWLEDGEBASE or the feature that owns the knowledge-base entry	KNOWLEDGEBASE_EDIT	Knowledge base editing and statistics.
Xpert list / select options / statistics	FEATURE_XPERT	XPERT_EDIT	Xpert management and statistics.
Full workspace list	FEATURE_XPERT	XPERT_EDIT	Administrative workspace query.
Read workspace	FEATURE_XPERT	workspace.capabilities.canRead	Determined by owner/member, scope, tenant-shared status, and similar factors.
Run workspace	FEATURE_XPERT	workspace.capabilities.canRun	Determined by workspace capabilities.
Write workspace	FEATURE_XPERT	workspace.capabilities.canWrite	Determined by workspace capabilities.
Manage workspace	FEATURE_XPERT	workspace.capabilities.canManage	Member, visibility, delete, archive, and similar management actions.
Agent view extension	FEATURE_XPERT	XPERT_EDIT	Agent view extension.
Sandbox view extension	FEATURE_XPERT	XPERT_EDIT	Sandbox view extension.
Project view extension	FEATURE_XPERT	CHAT_VIEW or XPERT_EDIT	Project view extension.
Knowledgebase view extension	Knowledge-base-related feature	KNOWLEDGEBASE_EDIT	Knowledgebase view extension.

Platform Settings Capabilities

Function / Action	Required feature	Required permission / roleName	Notes
Add / update / delete / recover roles	FEATURE_ROLES_PERMISSION	CHANGE_ROLES_PERMISSIONS	Role maintenance.
Enable / disable role permissions	FEATURE_ROLES_PERMISSION	CHANGE_ROLES_PERMISSIONS	Permission matrix maintenance. SUPER_ADMIN permissions are protected.
Query features	None	ALL_ORG_VIEW	Query tenant or organization feature switches.
Update features	None	ALL_ORG_EDIT	Update tenant or organization feature switches.
Upgrade features	None	SUPER_ADMIN	System-level feature upgrade or backfill.
Organization list / pagination / count	None	ALL_ORG_VIEW or ALL_ORG_EDIT	Tenant-level organization management.
Organization details	None	Any of ALL_ORG_VIEW / ALL_ORG_EDIT / ORG_USERS_VIEW / ORG_USERS_EDIT	Also limited by current organization scope.
User list / pagination / count	FEATURE_USER	ALL_ORG_VIEW or ALL_ORG_EDIT	Tenant-level user management.
User search	FEATURE_USER	Any of ORG_USERS_VIEW / ORG_USERS_EDIT / ALL_ORG_VIEW / ALL_ORG_EDIT	Search scope depends on the organization context.
User details	FEATURE_USER	Self; or any of PROFILE_EDIT / ORG_USERS_VIEW / ORG_USERS_EDIT / ALL_ORG_VIEW / ALL_ORG_EDIT	Non-self access must also pass organization-scope checks.
Create / delete user	FEATURE_USER	ALL_ORG_EDIT	Tenant-level user maintenance.
Update user / reset password	FEATURE_USER	Self can use PROFILE_EDIT; managing others requires ALL_ORG_EDIT or SUPER_ADMIN_EDIT	Super admin users have extra protection.
Delete all user data	None	ACCESS_DELETE_ALL_DATA	High-risk operation.
View user groups	FEATURE_USER	ORG_USERS_VIEW	User group list and details.
Maintain user groups	FEATURE_USER	ORG_USERS_EDIT	Create, edit, maintain members, and delete.
View invites	FEATURE_USER	ORG_INVITE_VIEW or ORG_INVITE_EDIT	Invite list.
Maintain invites	FEATURE_USER	ORG_INVITE_EDIT	Create, resend, and delete invites.
Maintain integrations	FEATURE_INTEGRATION	INTEGRATION_EDIT	System integration.
Email templates	FEATURE_EMAIL_TEMPLATE	VIEW_ALL_EMAIL_TEMPLATES	Email template page.
SMTP	FEATURE_SMTP	CUSTOM_SMTP_VIEW	Custom SMTP.
Tenant settings	None	SUPER_ADMIN	Tenant-level settings.
Plugins	None	SUPER_ADMIN or ADMIN or TRIAL	Plugin entry.

roleName Notes

Scenario	Meaning of roleName	Impact
Platform role	SUPER_ADMIN, ADMIN, AI_BUILDER, ANALYTICS_BUILDER, VIEWER, TRIAL	Controls page entries, button visibility, and backend role permissions.
User invitation	Target platform role for the invited user	Creating the invitation itself requires ORG_INVITE_EDIT.
CSV bulk user import	Target platform role for imported users	The import operation itself requires SUPER_ADMIN or ADMIN.
SSO login	Default role context during third-party login or registration	Not directly equivalent to page button permissions.
Lark login	Default role context in the Lark configuration	Not directly equivalent to page button permissions.
Semantic model / OLAP	Model query role or Mondrian role	This is a model access role, not a platform RolesEnum.
Semantic model access control	Internal model role name	Controls model data access, not platform navigation permissions.
Plugin user permission	Default user role used by plugins	Used in the plugin permission context.