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Documentation Index

Fetch the complete documentation index at: https://docs.humanintelligence.com/llms.txt

Use this file to discover all available pages before exploring further.

Tags and roles are how Human Intelligence controls data access. Tags label the sensitivity of your data, and roles determine which people can see which tags.
Tags and permissions

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How it works

Data access in Human Intelligence follows a simple chain:
1

Tags label data

Every metric and dimension can carry one or more tags that describe its sensitivity — things like “compensation” or “PII.”
2

Roles group tags

A role is a bundle of tags. For example, an “HR Leadership” role might include the compensation, demographics, and performance tags.
3

Users get roles

Each person in your organization is assigned one or more roles, usually based on their job function or team.
4

Access is enforced

When someone opens a report or queries data through a connector, Human Intelligence checks their roles against the tags on the data. If there’s a match, they see the data. If not, it stays hidden.

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Tags

A tag is a plain-language label that describes what kind of data something contains. Human Intelligence comes with a set of default tags. Your admin can also create custom tags to fit your organization’s needs.
TagWhat it covers
compensationSalary, bonus, equity, and pay-related dimensions
demographicsAge, gender, ethnicity, and other demographic attributes
interview-notesInterviewer feedback, scorecards, and hiring panel notes
performanceReview scores, ratings, and manager assessments
piiPersonally identifiable information like SSN, address, or date of birth
Tags are assigned at the metric or dimension level. A single metric can carry multiple tags if it touches more than one sensitive area.

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Roles

A role is a named group of tag-based permissions. Instead of managing access for each person one by one, you create roles that map to the tags your teams need. For example:
  • Recruiting Ops — has access to interview-notes and demographics.
  • HR Leadership — has access to compensation, performance, and demographics.
  • People Analytics — has access to all tags.
When a new metric is tagged, everyone with a matching role can see it automatically. No one-off permission changes needed.

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Creating a tag and assigning it

1

Open the Permissions page

Go to Settings > Permissions. You’ll see the Tags table at the top with all current tags listed.
2

Create a new tag

Click Add Tag. Give it a short, descriptive name (like “executive-only” or “recruiting”) and add a plain-English description so your team understands what it covers.
3

Assign the tag to a metric or dimension

Navigate to the metric or dimension you want to protect. Open its detail panel and look for the Tags section. Select the tag you just created and save.
4

Map the tag to a role

Go back to Settings > Permissions and scroll to the Roles section. Edit the role that should have access to this tag, add the tag to the role’s tag list, and save.
When a metric has no tags, default access applies — anyone with access to the data source can see it. When a metric has tags but no matching role, nobody can see it.
Review your tag assignments carefully. A missing tag can accidentally hide data from users who need it. If a team suddenly can’t find a metric they used yesterday, check whether a tag was recently added without updating the matching roles.