Setup Roles & Permissions

RockDaisy supports two security models:

  • Windows Active Directory (single sign-on)
  • Application level security

Every user in RockDaisy is mapped to a unique UserID and must be assigned one of the built-in roles, as follows:



Super Admin

Full Access (including dev toolkit)

Standard User

View, Interact, Export, Share and Save dashboards

Limited Viewer

View, Interact, Export dashboards

Choose +ADD -> USER

Fill in the Properties in the New User template

After adding a User go to EDIT -> USER

Assign user to existing groups and App Dashboard

Security and Protection

Data Security

RockDaisy does not store any data. It is strictly a data presentation platform which pulls data in real-time from the client secure database server and presents it on the screen. As a result, all the data security is controlled at the database server level.

Dynamic Row Level Security

RockDaisy Row-Level Security enables you to use user/group membership to control access to rows in a database table. Row-Level Security (RLS) simplifies the design and coding of security in your application. This is accomplished by RockDaisy passing the unique RockDaisy UserID to your SQL query/stored procedure. The SQL query/stored procedure can then filter the data based on the person executing the report/dashboard.

The most common use for this is creating a single dashboard but showing differing sets of data based on who is viewing the report. See Filtering Data by User/Group to filter data by individual users or groups

Site Level Security

Secure the entire portal with a username and password. We also support Windows AD single sign-on