B-Glass
Bethan Lister

How to configure role-based access for different teams

Ticketclosed

Brimscombe Energy logo Brimscombe Energy · How to configure role-based access for different teams

Nikhil asks how to configure restricted access for collections team: contracts and payments only. Bethan clarifies options; Nikhil tests role hierarchy method and reports success. Confirmed as supported pattern. Clean resolution.

Priority high

What happened

What this says

As at Fri 9 Oct 2026

Nikhil asks how to configure restricted access for collections team: contracts and payments only. Bethan clarifies options; Nikhil tests role hierarchy method and reports success. Confirmed as supported pattern. Clean resolution.

Nikhil is configuring least-privilege access for a new team, focusing on table-level permissions in the brain's schema. He self-diagnoses the solution using the documentation and Bethan confirms it's a supported approach.

Handling: Efficient back-and-forth; Bethan asks clarifying questions, Nikhil tests independently, reports success.

Watch: None. Good signal of customer's technical capability and confidence with the platform.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

Details

Updated 9 Oct 26
Priorityhigh
Statusclosed
Categoryhow_to
Channelemail
First response (min)149
Helpdeskmade from

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  1. Nikhil Rao
    created · Nikhil Rao 21 May 2025 10:06
    We're onboarding our collections team to the brain but they need restricted access: only customer contracts and payment history, not call recordings or account metrics. I've read the role creation docs but the schema relationship isn't clear. Should I use Snowflake role hierarchy or set table-level permissions in the brain schema? I've checked our user provisioning on the Snowflake side and it's correct. Which approach is recommended? Nikhil
  2. Bethan Lister
    Public reply · Bethan Lister 21 May 2025 12:35
    Hi Nikhil, just so I've got this right, you want to create a custom role for collections staff limited to contracts and payments. A couple of quick questions: are you building the role in the brain's schema or in your workspace? And would you prefer role-based dashboard restrictions or table-level access? Both are supported. Can you try that and tell me which approach fits your audit needs? Thanks, Bethan
  3. Nikhil Rao
    Public reply · Nikhil Rao 22 May 2025 15:43
    In the brain's schema. Table-level is what we need, least-privilege from the database. I checked the permissions doc but it doesn't show nested roles (collections team under data team). Should I use Snowflake's hierarchy directly or does the brain handle that? Nikhil
  4. Bethan Lister
    Status change · Bethan Lister 23 May 2025 11:08
  5. Nikhil Rao
    Public reply · Nikhil Rao 23 May 2025 14:23
    I tested the hierarchy method from the docs and it's working as expected now. Can you confirm this is a supported pattern? Nikhil
  6. Bethan Lister
    Public reply · Bethan Lister 23 May 2025 15:26
    Perfect. Yes, role hierarchies are the supported pattern for structured teams like yours. You're good to roll this out. Reach out if you hit any snags. Thanks, Bethan
  7. Status change · 27 May 2025 23:59
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