Account type and license overview

View connections

Browse connections, schemas, and database tables

Manage connections¹

Create new connections and manage existing ones

(Automatically enables the View connections permission)

Annotate tables¹

Annotate database tables (edit column details, metrics, and links)

Create stored procedure actions

Allow users to create stored procedure actions

(Automatically enables the Call stored procedure actions permission)

Call stored procedure actions

Allow users to call stored procedure actions

Create input tables²

Create and edit input tables in workbooks

Schedule materializations²

Create and edit materialization schedules

Upload CSV

Upload and analyze CSV data

Create warehouse views²

Create warehouse views based on datasets and workbook elements

View datasets²

View existing datasets and data models

Create, edit, and publish datasets²

Create and manage datasets and data models

(Automatically enables the View datasets permission)

Write Python

Run Python code in your data platform

Write SQL

Query a connected data platform directly with SQL

View workbooks²

View and interact with explorations and published workbooks

Can comment on workbooks⁴

View and add comments on workbooks

Basic explore^2,3

View and interact with explorations and published workbooks with added ability to drill into data, filter columns, enter input table data, and more

(Automatically enables the View workbooks permission)

Full explore^2,3

Modify workbook elements to create custom views of published workbooks, configure actions, and more

(Automatically enables the Basic explore and View workbooks permissions)

Create, edit, and publish workbooks²

Create new workbooks and manage existing ones

(Automatically enables the Full explore, Basic explore, and View workbooks permissions)

Set workbook data refresh²

Set an automatic data refresh schedule for a workbook

(Automatically enables the Create, edit, and publish workbooks permission)

Apply tag²

Apply version tags to workbooks or data models

View usage dashboard

View the organization dashboard

View SQL in usage dashboard

View raw SQL in the organization usage dashboard

(Automatically enables the View usage dashboard permission)

Manage all branding settings

Manage organization branding settings, including workbook themes, custom fonts, and system emails

Manage all workbook themes and fonts

Create, edit, and delete workbook themes and custom fonts

Manage plugins

Access plugin development features and manage custom plugins

Manage all badges

Add, change, and remove workbook badges (Endorsed, Warning, or Deprecated)

Download²

Immediately download entire workbooks, specific pages, and individual elements

Export to email²

Export entire workbooks, specific pages, and individual elements by email

(Automatically enables the Download permission)

Run exports as recipient²

Choose to run exports as the recipients.

(Automatically enables the Download and Export to Email permissions)

Export to Google Sheet²

Export data to Google Sheets spreadsheets

(Automatically enables the Download permission)

Export to Google Drive²

Export data to Google Drive folders

(Automatically enables the Download permission)

Export to Slack²

Export data to Slack channels

(Automatically enables the Download permission)

Schedule export²

Create, edit, and delete scheduled exports and alerts to send entire workbooks, specific pages, and individual elements

(Automatically enables the Download and Export to Email permissions)

Share documents²

Share folders and documents with organization members

Export to cloud²

Export data to Google Cloud Storage (GCS) or Amazon S3

(Automatically enables the Download permission)

Export to webhook²

Export data to webhook endpoints

(Automatically enables the Download permission)

Export as email burst

Export data as email bursts to send different reports for each email recipient.

(Automatically enables the Download and Export to Email permissions)

Create new folders²

Create new personal, workspace, and shared folders

Contribute to shared folders²

Create new documents in workspaces and shared folders

Create new workspace

Create new organization workspaces

(Automatically enables the Contribute to shared folders and Share documents permissions)

Explain charts with AI⁵

Use AI to instantly generate a description of any chart.

Use AI with formulas⁵

Use the formula assistant to write new formulas, correct formula errors, and explain existing formulas.

Use Ask Sigma⁵

Access and use Ask Sigma to ask natural language queries