Checking Member Access

Checking member access

Use this skill to answer "what can this person do here?" from the access control tools. The tools return the enforced level and where it comes from. This skill is for reading them correctly.

When to use this skill

• "What can this member do in this project?" / "Can this member edit feature flags?"
• "Who can edit dashboards?" / "Who has no access to experiments?"
• "Why can't this member open this dashboard?" / "Which tables is this role restricted from?"
• "Which properties are hidden from the support role?"
• "What does the analyst role grant?" / "What is the default access in this project?"

Not for changing rules. The read tools cannot write, and the settings page is where rules are edited.

Plan availability

• Free and pay-as-you-go plans have no access control, and the access control tools are not offered to them. If the tools are missing from the catalog, say that the plan does not include access control and suggest upgrading to the Boost plan. Link the plan comparison: https://posthog.com/platform-packages.
• Boost and Scale include the default levels and rules for single members on the project, on tools, on objects and on properties.
• Roles exist on every plan, but role rules are an Enterprise feature: they can be set and are enforced only there, and the three role access tools are offered only there. If the tools are missing, say that role-based access control needs the Enterprise plan, with the same link. On other plans a member's roles never change the enforced level.
• The tools do not say which plan the organization is on. A source_subject of role anywhere in a members-list result proves that role rules are enforced. Without that, ask the user whether the organization is on Enterprise before walking roles in step 4 of the workflow.

How access resolves

• Scopes. The project itself, then each tool (dashboard, insight, feature_flag, notebook, experiment, warehouse_objects, and so on), then single objects inside a tool, then person and event properties. The tool names are the keys of resources in a members-list entry.
• Project levels. member can view and edit the resources their other rules permit. admin can also edit project settings, manage the project's access rules, and delete the project.
• Tool and object levels. none cannot view. viewer can view but not change. editor can view and change. manager can also manage the access rules of the tool or object. Order: none < viewer < editor < manager.
• Property levels. none hides the property. read shows it. read_write also allows edits. Every property is read_write unless a rule exists.
• Bounds. minimum and maximum per tool, on defaults-get, are the levels a rule can set. A tool with minimum viewer can never be set to none.
• Subjects. A rule belongs to one member, one role, or everyone in the project (the default).
• Organization admins and owners have full access to everything in every project. No rule applies to them. organization_level is a number: 1 member, 8 admin, 15 owner.
• Creators have full access to the objects they created, and only those. A member with viewer on dashboards can still edit the dashboard they created, and cannot edit the others.
• Two resolution modes. Organizations resolve rules either most-specific-first (member rule, then role rules, then default, and object rule before tool rule) or legacy (the highest of the member's own rule and role rules wins). The tools do not say which mode applies. The server already applied it. So trust effective_access_level and never recompute it from the stored rules. If the user asks why, explain from inherited_access, not from your own precedence.

Available tools

All access control tools take an optional project id and default to the active project.

Workflow

1. Find the subject id. member_id is the organization membership id: the id from org-members-list, or organization_membership_id from members-list. It is not the user id and not the user uuid. role_id is the id from roles-list.
2. Tool-level questions need one call. "Can this member view dashboards?" or "What access to feature flags does this member have?" is members-list with member_id. effective_access_level for that tool is the complete answer. It already includes the member's roles, the project default and the bypasses.
3. Explain the level from inherited_access. See the table below. Only mention the stored access_level when it differs from the enforced level.
4. Object questions need the object and its rules. "Can this member open dashboard 42?" cannot be answered from the tool level alone. Check in this order, and stop at the first hit:
   1. organization_level is 8 or 15 on the member's entry: full access, no rule applies.
   2. The member created the object: full access, no rule applies. The rule tools do not say who created an object, so fetch it with its own get tool, for example dashboard-get or insight-get, and compare created_by.uuid with user.uuid on the member's entry.
   3. A rule on that object. The member tools return only the rules set for that member, so collect member-objects-list, role-objects-list for each id in the member's role_ids, and default-objects-list, and pick out the rows for this object. Tell the user how many roles you would walk and ask before doing it for a member in many roles.
   4. No rule on the object: the tool-level answer from step 2 applies.
5. Several rules on one object. When the member, a role and the default each set a level on the same object, the server picks one by the organization's resolution mode, and no tool returns that pick for another member. Report every rule you found with its subject, say the enforced one depends on the mode, and do not guess. Property questions work like step 4 with the properties tools, minus the creator check, since properties have no creator.
6. "Who can ..." questions are members-list without member_id, filtered on resources.<tool>.effective_access_level. The response is every member times every tool and has no pagination. For a large organization, ask which people the user cares about first, or answer per member.

Reading one entry

How to phrase the answer:

• source is org_admin: "This member is an organization admin and has full access to everything." The stored rules do not apply to them.
• access_level is set and equals effective_access_level: "This member has an explicit rule: editor."
• access_level is null and source_subject is role: "This member has editor access, based on a role." The role's name is not in the entry; roles-list has it if the user wants it.
• access_level is null and source_subject is default: "This member has viewer access, based on the project default."
• source is system_default: "No rule is set anywhere, so the PostHog default applies."
• effective_access_level is null: "Nothing resolves for this tool here." Do not read it as no access.

Gotchas

• An empty object or property list means no rules of that kind, not no access. The tool-level entry still applies.
• A member missing from members-list is not proof of no access. A caller who is not an organization admin, in an organization where members cannot see each other, only sees members with project-scoped access.
• can_edit on the members and roles lists describes the caller, not the subject: whether the person running the tool may change rules.
• available_project_levels and available_resource_levels are the vocabulary, lowest first. Use them to compare levels instead of assuming an order.
• object_rule_resources on defaults-get lists the tools that accept rules on single objects. A tool not in that list has no object rules to look for.