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A group is a named set of members, like Finance or Support, that you can share work with, grant data access to, and give its own AI context.
Only admins can create and manage groups.

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Overview

Instead of sharing each dashboard with people one by one, share it with a group. When someone joins or leaves the team, update the group once and their access follows. Groups are used for:
  • Sharing: give a group access to dashboards, dashboard folders, chats, and automations.
  • Default access: share new dashboards, chats, or automations with the creator’s groups automatically, using the Creator’s groups default audience.
  • Data access: choose which groups can query each data source, and which schemas, tables, and columns they can see. See data source access control.
  • MCP connectors: choose which groups can use each MCP connector.
  • AI context: give the AI instructions that apply only to members of the group. See group context.
Admins always have full access, whatever groups they’re in. Groups settings page

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Create a group

  1. Open Settings → Groups and click Create group.
  2. Enter a Name, for example “Engineering” or “Marketing”.
  3. Optionally, add AI context that should be included in AI interactions for this group’s members.
  4. Click Create.
Group names must be unique. Names aren’t case-sensitive, so “Finance” and “finance” count as the same name.

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Add and remove members

  1. Open Settings → Groups and click a group to expand it.
  2. Under Members, click Add and search for a member. You can add people who haven’t accepted their invite yet.
  3. To take someone out of the group, click Remove next to their name.
You can also manage a person’s groups from Settings → Members: open the menu on their row and use Groups. When you invite people, you can add them to groups right away.

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Edit or delete a group

Click a group to expand it and edit its name or AI context. Changes save automatically. To delete a group, open its menu and choose Delete group. Members lose any access and AI context they had through the group. Their own direct access isn’t affected.

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Sync groups from your identity provider

  • SCIM: on the Enterprise plan, SCIM can create groups and keep their membership in sync with Okta or Microsoft Entra ID.
  • Sign-in tokens: if the tokens you use for embedded or SSO users include group names, Basedash adds users to matching groups when they sign in.

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Limits

Group AI context can be up to 20,000 characters.

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API

Admins can list, create, update, and delete groups, and add members to a group, with the public API. To remove a member from a group, use the app or SCIM.

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FAQ

For data sources, a member gets the highest level from any grant that applies to them. See data source access control for details.
On Postgres, yes. Basedash passes each person’s group names to your database, so your row-level security policies can filter rows by group. If you rename a group, update any policies that refer to it.

Members and roles

Invite people and choose their role.

Data source access control

Control who can query each data source.

AI context

Add context for groups, members, and data sources.

SCIM

Sync members and groups from your identity provider.