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DataAgent (OnPremise)

DataAgent (OnPremise)

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Permission Guide
Permission Management
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Permission Management

DataAgent provides users with flexible permission control capabilities. Combined with the user and permission management features of BytePlus's privatized Management Center, it enables permission control for users at both the system and product levels. This document introduces the permission control capabilities of DataAgent.

Overview of permission control

Typically, the BytePlus primary account that activates DataAgent serves as the system administrator account (admin) with the highest permissions. The system administrator can create sub-accounts for the privatized portal based on the team's business needs, add them to DataAgent users, and grant more granular DataAgent resource permissions (including project resource permissions and agent permissions) through DataAgent's permission control.
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Permission control granularity

DataAgent includes product-level control, project resource permission control, and agent permission control. The scope of permissions for each level of control is described as follows.

warning

Agents and projects are independent of each other. When granting permissions, grant both project-related and agent-related permissions to users separately.
For example, to configure datasets from multiple projects for an agent, users need to obtain both agent management permissions and viewing permissions for multiple datasets separately.

Permission control granularity

Permission scope description

Product-level control

  • Used to control whether a user has permission to access the DataAgent product interface. Only DataAgent product members can access the product page; non-product members do not have access permission.

Project resource permission control

  • Used to control whether a user has permission for a specific project or resources within a project in DataAgent.
  • Project resource permissions can be further subdivided into datasets, visual modeling, and data connection resources within a project. Operation permissions for resources can be categorized as view, edit, manage, and more.

    tip

    In addition, for data permissions within project resources, DataAgent provides a more granular row and column permission control mechanism to fully ensure the security of user data and the compliance of data operations. For details, see Practical scenarios: Fine-grained data access control.

Agent permission control

  • Used to control whether a user has permission to use (such as querying data, conducting in-depth research) or manage (such as creating and configuring agents) agents.

Key points for user authorization

When DataAgent manages user permissions for products, projects, and agents, users can be categorized as administrator users and regular users.

User categories

System and product

Project

Agent

Administrator users

System administrator:
The default primary account (admin) is the system administrator and has all operation permissions for the product. For example, performing system configuration, adding sub-users as DataAgent product users, all project-related permissions, and all agent-related permissions.

Project administrator:
Has all permissions related to the project, such as configuring basic project information, adding project members, and granting project members resource permissions.

Agent administrator:
Has all permissions related to the agent, such as creating, configuring, authorizing, publishing, deactivating, and deleting agents.

Regular users

System members and product members:

  • Permission requirements: The system administrator has management permissions for system members and product members.
  • Permission management: The default sub-account is a system member. It must be added as a DataAgent member by the system administrator to become a product member. Only after becoming a product member can it be added as a project member and agent member.
  • Permission scope: System members and product members do not yet have project and agent-related permissions.

Project members:

  • Permission requirements: The system administrator and project administrator have management permissions for project members.
  • Permission management: Product members can be authorized as project members and granted permissions related to resources within the project (datasets, data connections, visual modeling).
  • Permission scope: Once authorized, project members can access the project list and perform corresponding view, edit, and management operations on resources within the project.

Agent members:

  • Permission requirements: System administrators and agent administrators have permissions related to agent member management.
  • Permission management: Product members can be authorized as agent members and granted permissions related to agent usage.
  • Permission scope: Once authorized, agent members can access the agent usage interface and conduct intelligent analysis (data queries, in-depth research, and more).

View permission details

Users can view permission details, obtain permission-related information, and determine whether permissions are effective.

  • Project-related permissions can be viewed on the "Project Center" - "User Authorization" page.
  • Agent-related permissions can be viewed on the "Agent Configuration" - "Basic Information" page.

Permission control practices

General authorization operations

Authorization methods

DataAgent provides users with multiple authorization methods for different resources:

Authorization operations

For detailed permission information and authorization steps for each resource, see Detailed Explanation of User Permissions.

Practical scenario: Authorization chain recommendations

  • Path 1: Grant object operation permissions directly to users

    1. Create IAM sub-accounts. The system administrator (primary account) logs in to BytePlus and creates sub-accounts on the IAM Access Control page, which are BytePlus system users. For details, see User Management.

      warning

      After the system administrator creates a sub-account, there is no need to authorize the sub-account on the IAM access control page.

    2. Add system users to the DataAgent product. The system administrator (primary account) goes to the DataAgent "System Management" - "User Management" page, searches for the IAM sub-account (system user), and adds it as a DataAgent product user.
    3. Grant project and agent-related permissions. The project administrator grants project resource-related permissions (project, dataset, visual modeling, data connection) to the product user, and the agent administrator grants agent resource (agent only) permissions to the product user.
      • To quickly use an agent, the user must have both agent usage permission and view permission for the dataset configured for that agent (this is the minimum permission requirement). For detailed instructions, see the documentation.
      • To view, edit, or manage a project or datasets, visual modeling, data connections within the project, or to perform advanced operations such as configuring agents, the user must have the corresponding project and agent permissions. For detailed instructions, see Detailed Explanation of User Permissions.
  • Path 2: Grant permissions to users in bulk via user groups when authorizing project resource objects

  1. Create user groups. The system administrator creates user groups on the IAM Access Control page, which are system-level user groups. For details, see User Management.
  2. Add users to user groups. The system administrator adds users to user groups on the IAM Access Control page.
  3. Associate user groups. The project administrator creates a new user group in the product by associating a system-level user group from the "User Group List" on the "Project Center" - "User Group Management" page.

    warning

    • Here, project administrators can only create user groups in DataAgent by associating system-level user groups. System-level user groups are user groups set in BytePlus Access Control.
    • To adjust system-level user group members, system administrators must add or remove users on the IAM access control page.
  4. Grant permissions to user groups. Project administrators grant project or dataset permissions to user groups in the "Project Center" – "User Group Management" page under "Permission Management". For details, see User Group Management.

Practical scenarios: Fine-grained data access control

In addition, for data permissions in DataAgent datasets, the product also provides a more fine-grained control method—row-level and column-level permission control, which allows control over user access to specific rows or columns in a dataset. For details, refer to Detailed Explanation of User Permissions.

Comparison dimensions

Asset permissions

Data permissions

Core objects

Assets such as projects, datasets, visual modeling, data connections, agents, and more

Specific row or column data in datasets

Permission scope

Operations such as creating, viewing, editing, and managing assets (for example, project creation, dataset editing, agent management)

Viewing restrictions for data rows or columns (for example, only able to view data rows of a certain department or specific field columns)

Key role

Controls operation permissions for assets and determines whether resources can be used or managed

Controls the visible scope of data content and restricts access to specific data rows or columns

Acquisition method

Authorized by the corresponding asset administrator; after authorization, users can obtain the corresponding asset permissions

Project administrators or users with dataset management permissions configure row and column permissions on the dataset management page.
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Dependencies

  • When a user has dataset viewing permissions, if row and column permissions for the dataset are not enabled, the user can view all data.
  • When a user has dataset viewing permissions, if row and column permissions for the dataset are enabled, the data content the user can view is restricted by row and column permissions, and the user may also need to apply for row and column permissions.
  • When row and column permission restrictions are enabled for a dataset, having dataset permissions does not necessarily mean the user can view the data; the user also needs to apply for row and column permissions.
  • Even with row and column permissions, to access the visualization modeling page for free analysis, the user must also apply for dataset permissions.

In actual business scenarios, data permissions (that is, row-level and column-level permissions) play a critical role. They precisely define the boundaries of user access to data content, ensuring that data is used appropriately under secure and controllable conditions. The specific scenario-based applications are as follows:

  • Enterprise department collaboration: For datasets associated with the agent for the sales department, row permissions restrict Sales representatives to viewing only sales data rows for the regions or customers they are responsible for, while column permissions only expose relevant columns such as sales amount and hide sensitive financial columns such as cost, ensuring compliant data usage.
  • Financial risk control: For the customer information dataset of a banking agent, row permissions allow loan officers to view only the application data rows for the customers they are responsible for, while column permissions only expose basic information columns to regular loan officers. Sensitive columns such as asset details are restricted to senior risk control personnel, ensuring data security.
  • Medical data applications: For the medical record dataset of a hospital agent, row permissions are divided by department, so doctors can only view medical record rows for patients in their own department. Sensitive columns such as genetic test results are restricted to specific teams through column permissions, balancing privacy protection and research needs.
Last updated: 2026.06.02 14:59:28