Introducing groups and access controls

Today we’re launching groups and access controls in Basedash. The whole company touches a BI tool like Basedash, so it matters who can see what, and now you can control that precisely.

Create groups around the way your company is organized, grant each group access to what it needs, and give every group its own AI context so the assistant behaves differently for different people.

Why we built it

Access and governance determine whether a BI tool stays limited to a few analysts or can safely be opened to the whole company and the people outside it. Once you connect real data and point an AI analyst at it, the question shifts from “can we answer this?” to “who should be allowed to ask?”

Groups and access controls answer that question. You decide who is in each group, what each group can reach, and how the AI talks to them.

Group your users

Bundle people into groups that match how you work: your data team, growth, leadership, or an external client you share dashboards with. Each group is a single place to manage everything those users can do.

The Groups page in Basedash settings, listing groups like Data team, Growth, and a new External stakeholders group

Adding a person to a group gives them its access immediately, and removing them revokes it as quickly.

Grant access to anything

A group’s access extends beyond dashboards to everything in Basedash. Toggle on what a group should reach and leave the rest off.

The access editor for a group, with toggles for data sources, dashboards, MCP servers, automations, and chats

You can scope a group to specific:

Data sources: choose which databases and warehouses a group can query
Dashboards: share the right reports, and only those
Chats: control who joins which conversations
Automations: decide who receives each scheduled report
MCP servers: grant tool access on a per-group basis

So your external stakeholders can see their own client dashboard and nothing else, while your data team keeps full access to everything.

Steer the AI per group

Permissions decide what a group can reach, and AI context decides how the assistant talks to them. Every group gets its own context that’s applied to every answer automatically.

A group’s AI context instructions on the left, and the assistant answering scoped to the client’s own data on the right

Tell the assistant something like “you’re talking to an external client, only reference their own account data, and keep explanations non-technical,” and every response for that group follows it, on top of the row-level security that already applies to every question.

Who gets what

Because groups map to real teams and audiences, each group naturally gets the slice of Basedash it needs.

Six example groups and the access each one gets, from Data team to external Clients

How it works

Group, grant, steer: the three steps of access controls in Basedash

It’s three steps: group your users, grant the access each group needs, and steer how the AI answers for them. Set it once and it applies everywhere: chats, dashboards, automations, and the MCP server alike.

Getting started

Groups and access controls are available today for all Basedash users:

Sign up for Basedash (or log in) and connect your data sources
Open Settings → Groups and create a group for a team or audience
Grant the group access to the data sources, dashboards, chats, and automations it needs
Add an AI context so the assistant answers the way that group should hear it

What’s next

A BI tool is only useful if people trust it. With groups, the right people see the right data, and the AI knows who it’s talking to.

Try groups and access controls today to decide who can access your data.