Governance and security

Control who can see and use your data.

Set access rules for your team and customers. Decide which data AI can use, who can publish or export results, and what activity you need to review.

Sign-in integrationRoles and permissionsCustomer data boundariesAI data controlsAudit logs
ACCESS IN CONTEXTThe same report. The right view.
JM
Jordan · Regional managerWest workspace
What Jordan can access
ContentScopeAction
Sales dashboardWestView
Revenue reportWestExport
Customer contactsRestrictedBlocked
Permissions follow the work.Apply the configured boundaries to queries, AI, and sharing.

How it helps

InfuseBI combines sign-in integration, role permissions, customer data boundaries, and audit logs. Configure access to datasets and fields, filter records for each audience, and control AI use and exports.

SSO authenticationTenant and user mappingRole-based accessDataset permissionsField visibility controlsAudit logs

Who this is for

  • Security teams evaluating BI vendors
  • Regulated organizations
  • Data governance leaders
  • SaaS platform owners

Security capabilities

How does InfuseBI secure analytics?

SSO authentication

Use identity provider context for user access.

Tenant and user mapping

Map external users and customers to analytics permissions.

Role-based access

Control dashboard, report, pivot, export, schedule, and AI permissions.

Dataset permissions

Publish only approved datasets to selected audiences.

Field visibility controls

Hide sensitive fields from reports, pivots, and AI workflows.

Audit logs

Track access, exports, sharing, changes, prompts, and generated outputs.

How it works

How is every request governed?

Identity resolves, policy gates the surface, rows filter at query time — dashboard, scheduled export, or AI prompt alike.

How access rules shape the results
  1. 1

    Identify the user

    Start with the signed-in account.

  2. 2

    Check permissions

    Find the reports, datasets, and actions they can use.

  3. 3

    Apply data rules

    Limit the available records and fields.

  4. 4

    Show the result

    Return the approved view of the data.

Configure access rules for your organization and review activity in the audit logs.

LLM governance

Decide what AI can and cannot see.

Admins pick which datasets and fields AI may use. Sensitive data stays out, without switching AI off.

  • Dataset allowlists
  • Field exclusions
  • Role-based AI permissions
  • Tenant-aware row filtering before AI response
Explore the AI Analyst & Data Scientist
DATA SCIENCE · DEMAND PLANNINGExplore what could happen next.
HorizonMay–June
ReviewRange + method

Demand: observed and projected

Units, thousands
0204060JanFebMarAprMayJun
ObservedForecastPlanning range
Plan for a range, not one number.Compare a baseline, review assumptions, and test an alternative.

Ready when you are

Bring your toughest data question.

See how your AI analyst and data scientist can turn it into findings your team can review and use.

FAQ

Frequently asked questions

How does InfuseBI govern analytics?+

InfuseBI combines SSO, RBAC, tenant mapping, row-level security, dataset permissions, export controls, audit logs, and LLM access controls. One governance layer covers dashboards, reports, pivots, exports, and AI.

Does InfuseBI support row-level security?+

Yes. InfuseBI is designed around tenant-aware and customer-specific row-level security. Every dashboard, report, pivot, export, and AI answer is filtered before rendering, so users see only the rows their role, tenant, customer, or partner mapping allows.

Can LLM features be restricted in InfuseBI?+

Yes. Administrators control which datasets, fields, tenants, and roles are eligible for AI-assisted analytics. Sensitive columns can be excluded from prompt context entirely, and AI follows the same governed access model as dashboards and reports.

Can InfuseBI support regulated data-sharing workflows?+

Yes. InfuseBI is designed for teams that need controlled analytics access for customers, partners, tenants, and internal users — with audit visibility and configurable AI boundaries suitable for compliance-heavy environments.