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2 changes: 1 addition & 1 deletion website/docs/best-practices/how-we-mesh/mesh-5-faqs.md
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Expand Up @@ -215,7 +215,7 @@ There’s model-level access within dbt, role-based access for users and groups

First things first: access to underlying data is always defined and enforced by the underlying data platform (for example, BigQuery, Databricks, Redshift, Snowflake, Starburst, etc.) This access is managed by executing “DCL statements” (namely `grant`). dbt makes it easy to [configure `grants` on models](/reference/resource-configs/grants), which provision data access for other roles/users/groups in the data warehouse. However, dbt does _not_ automatically define or coordinate those grants unless they are configured explicitly. Refer to your organization's system for managing data warehouse permissions.

[dbt Cloud Enterprise plans](https://www.getdbt.com/pricing) support [role-based access control (RBAC)](/docs/cloud/manage-access/enterprise-permissions#how-to-set-up-rbac-groups-in-dbt-cloud) that manages granular permissions for users and user groups. You can control which users can see or edit all aspects of a dbt Cloud project. A user’s access to dbt Cloud projects also determines whether they can “explore” that project in detail. Roles, users, and groups are defined within the dbt Cloud application via the UI or by integrating with an identity provider.
[dbt Cloud Enterprise plans](https://www.getdbt.com/pricing) support [role-based access control (RBAC)](/docs/cloud/manage-access/about-user-access#role-based-access-control-) that manages granular permissions for users and user groups. You can control which users can see or edit all aspects of a dbt Cloud project. A user’s access to dbt Cloud projects also determines whether they can “explore” that project in detail. Roles, users, and groups are defined within the dbt Cloud application via the UI or by integrating with an identity provider.

[Model access](/docs/collaborate/govern/model-access) defines where models can be referenced. It also informs the discoverability of those projects within dbt Explorer. Model `access` is defined in code, just like any other model configuration (`materialized`, `tags`, etc).

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53 changes: 36 additions & 17 deletions website/docs/docs/build/cumulative-metrics.md
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Expand Up @@ -18,21 +18,21 @@ Note that we use the double colon (::) to indicate whether a parameter is nested

<VersionBlock firstVersion="1.9">

| Parameter | <div style={{width:'350px'}}>Description</div> | Type |
| --------- | ----------- | ---- |
| `name` | The name of the metric. | Required |
| `description` | The description of the metric. | Optional |
| `type` | The type of the metric (cumulative, derived, ratio, or simple). | Required |
| `label` | Required string that defines the display value in downstream tools. Accepts plain text, spaces, and quotes (such as `orders_total` or `"orders_total"`). | Required |
| `type_params` | The type parameters of the metric. Supports nested parameters indicated by the double colon, such as `type_params::measure`. | Required |
| `type_params::cumulative_type_params` | Allows you to add a `window`, `period_agg`, and `grain_to_date` configuration. Nested under `type_params`. | Optional |
| `cumulative_type_params::window` | The accumulation window, such as 1 month, 7 days, 1 year. This can't be used with `grain_to_date`. | Optional |
| `cumulative_type_params::grain_to_date` | Sets the accumulation grain, such as `month`, which will accumulate data for one month and then restart at the beginning of the next. This can't be used with `window`. | Optional |
| `cumulative_type_params::period_agg` | Specifies how to aggregate the cumulative metric when summarizing data to a different granularity. Can be used with grain_to_date. Options are <br /> - `first` (Takes the first value within the period) <br /> - `last` (Takes the last value within the period <br /> - `average` (Calculates the average value within the period). <br /> <br /> Defaults to `first` if no `window` is specified. | Optional |
| `type_params::measure` | A dictionary describing the measure you will use. | Required |
| `measure::name` | The measure you are referencing. | Optional |
| `measure::fill_nulls_with` | Set the value in your metric definition instead of null (such as zero). | Optional |
| `measure::join_to_timespine` | Boolean that indicates if the aggregated measure should be joined to the time spine table to fill in missing dates. Default `false`. | Optional |
| Parameter | <div style={{width:'350px'}}>Description</div> | Type |
|-------------|---------------------------------------------------|-----------|
| `name` | The name of the metric. | Required |
| `description` | The description of the metric. | Optional |
| `type` | The type of the metric (cumulative, derived, ratio, or simple). | Required |
| `label` | Required string that defines the display value in downstream tools. Accepts plain text, spaces, and quotes (such as `orders_total` or `"orders_total"`). | Required |
| `type_params` | The type parameters of the metric. Supports nested parameters indicated by the double colon, such as `type_params::measure`. | Required |
| `type_params::measure` | The measure associated with the metric. Supports both shorthand (string) and object syntax. The shorthand is used if only the name is needed, while the object syntax allows specifying additional attributes. | Required |
| `measure::name` | The name of the measure being referenced. Required if using object syntax for `type_params::measure`. | Optional |
| `measure::fill_nulls_with` | Sets a value (for example, 0) to replace nulls in the metric definition. | Optional |
| `measure::join_to_timespine` | Boolean indicating if the aggregated measure should be joined to the time spine table to fill in missing dates. Default is `false`. | Optional |
| `type_params::cumulative_type_params` | Configures the attributes like `window`, `period_agg`, and `grain_to_date` for cumulative metrics. | Optional |
| `cumulative_type_params::window` | Specifies the accumulation window, such as `1 month`, `7 days`, or `1 year`. Cannot be used with `grain_to_date`. | Optional |
| `cumulative_type_params::grain_to_date` | Sets the accumulation grain, such as `month`, restarting accumulation at the beginning of each specified grain period. Cannot be used with `window`. | Optional |
| `cumulative_type_params::period_agg` | Defines how to aggregate the cumulative metric when summarizing data to a different granularity: `first`, `last`, or `average`. Defaults to `first` if `window` is not specified. | Optional |

</VersionBlock>

Expand All @@ -45,15 +45,34 @@ Note that we use the double colon (::) to indicate whether a parameter is nested
| `type` | The type of the metric (cumulative, derived, ratio, or simple). | Required |
| `label` | Required string that defines the display value in downstream tools. Accepts plain text, spaces, and quotes (such as `orders_total` or `"orders_total"`). | Required |
| `type_params` | The type parameters of the metric. Supports nested parameters indicated by the double colon, such as `type_params::measure`. | Required |
| `window` | The accumulation window, such as 1 month, 7 days, 1 year. This can't be used with `grain_to_date`. | Optional |
| `window` | The accumulation window, such as `1 month`, `7 days`, or `1 year`. This can't be used with `grain_to_date`. | Optional |
| `grain_to_date` | Sets the accumulation grain, such as `month`, which will accumulate data for one month and then restart at the beginning of the next. This can't be used with `window`. | Optional |
| `type_params::measure` | A list of measure inputs | Required |
| `measure:name` | The measure you are referencing. | Optional |
| `measure:name` | The name of the measure being referenced. Required if using object syntax for `type_params::measure`. | Optional |
| `measure:fill_nulls_with` | Set the value in your metric definition instead of null (such as zero).| Optional |
| `measure:join_to_timespine` | Boolean that indicates if the aggregated measure should be joined to the time spine table to fill in missing dates. Default `false`. | Optional |

</VersionBlock>

<Expandable alt_header="Explanation of type_params::measure">

The`type_params::measure` configuration can be written in different ways:
- Shorthand syntax &mdash; To only specify the name of the measure, use a simple string value. This is a shorthand approach when no other attributes are required.
```yaml
type_params:
measure: revenue
```
- Object syntax &mdash; To add more details or attributes to the measure (such as adding a filter, handling `null` values, or specifying whether to join to a time spine), you need to use the object syntax. This allows for additional configuration beyond just the measure's name.

```yaml
type_params:
measure:
name: order_total
fill_nulls_with: 0
join_to_timespine: true
```
</Expandable>

### Complete specification
The following displays the complete specification for cumulative metrics, along with an example:

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2 changes: 0 additions & 2 deletions website/docs/docs/build/metricflow-commands.md
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Expand Up @@ -28,8 +28,6 @@ In dbt Cloud, run MetricFlow commands directly in the [dbt Cloud IDE](/docs/clou

For dbt Cloud CLI users, MetricFlow commands are embedded in the dbt Cloud CLI, which means you can immediately run them once you install the dbt Cloud CLI and don't need to install MetricFlow separately. You don't need to manage versioning because your dbt Cloud account will automatically manage the versioning for you.

<!--remove when fixed -->
Note: The **Defer to staging/production** [toggle](/docs/cloud/about-cloud-develop-defer#defer-in-the-dbt-cloud-ide) button doesn't apply when running Semantic Layer commands in the dbt Cloud IDE. To use defer for Semantic layer commands in the IDE, toggle the button on and manually add the `--defer` flag to the command. This is a temporary workaround and will be available soon.
</TabItem>

<TabItem value="core" label="MetricFlow with dbt Core">
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3 changes: 0 additions & 3 deletions website/docs/docs/cloud/about-cloud-develop-defer.md
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Expand Up @@ -40,9 +40,6 @@ To enable defer in the dbt Cloud IDE, toggle the **Defer to production** button

For example, if you were to start developing on a new branch with [nothing in your development schema](/reference/node-selection/defer#usage), edit a single model, and run `dbt build -s state:modified` &mdash; only the edited model would run. Any `{{ ref() }}` functions will point to the production location of the referenced models.

<!--remove when fixed -->
Note: The **Defer to staging/production** toggle button doesn't apply when running [dbt Semantic Layer commands](/docs/build/metricflow-commands) in the dbt Cloud IDE. To use defer for Semantic layer commands in the IDE, toggle the button on and manually add the `--defer` flag to the command. This is a temporary workaround and will be available soon.

<Lightbox src="/img/docs/dbt-cloud/defer-toggle.jpg" width="100%" title="Select the 'Defer to production' toggle on the bottom right of the command bar to enable defer in the dbt Cloud IDE."/>

### Defer in dbt Cloud CLI
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2 changes: 1 addition & 1 deletion website/docs/docs/cloud/about-cloud/architecture.md
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Expand Up @@ -48,7 +48,7 @@ The git repo information is stored on dbt Cloud servers to make it accessible du

### Authentication services

The default settings of dbt Cloud enable local users with credentials stored in dbt Cloud. Still, integrations with various authentication services are offered as an alternative, including [single sign-on services](/docs/cloud/manage-access/sso-overview). Access to features can be granted/restricted by role using [RBAC](/docs/cloud/manage-access/enterprise-permissions).
The default settings of dbt Cloud enable local users with credentials stored in dbt Cloud. Still, integrations with various authentication services are offered as an alternative, including [single sign-on services](/docs/cloud/manage-access/sso-overview). Access to features can be granted/restricted by role using [RBAC](/docs/cloud/manage-access/about-user-access#role-based-access-control-).

SSO features are essential because they reduce the number of credentials a user must maintain. Users sign in once and the authentication token is shared among integrated services (such as dbt Cloud). The token expires and must be refreshed at predetermined intervals, requiring the user to go through the authentication process again. If the user is disabled in the SSO provider service, their access to dbt Cloud is disabled, and they cannot override this with local auth credentials.

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2 changes: 1 addition & 1 deletion website/docs/docs/cloud/manage-access/about-access.md
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Expand Up @@ -89,7 +89,7 @@ There are three license types in dbt Cloud:

- **Developer** &mdash; User can be granted _any_ permissions.
- **Read-Only** &mdash; User has read-only permissions applied to all dbt Cloud resources regardless of the role-based permissions that the user is assigned.
- **IT** &mdash; User has [Security Admin](/docs/cloud/manage-access/enterprise-permissions#security-admin) and [Billing Admin](/docs/cloud/manage-access/enterprise-permissions#billing-admin) permissions applied, regardless of the group permissions assigned.
- **IT** &mdash; User has Security Admin and Billing Admin [permissions](/docs/cloud/manage-access/enterprise-permissions) applied, regardless of the group permissions assigned.

Developer licenses will make up a majority of the users in your environment and have the highest impact on billing, so it's important to monitor how many you have at any given time.

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Expand Up @@ -55,7 +55,7 @@ If you're on an Enterprise plan and have the correct [permissions](/docs/cloud/m

- To add a user, go to **Account Settings** and select **Users**.
- Click the [**Invite Users**](/docs/cloud/manage-access/invite-users) button.
- For fine-grained permission configuration, refer to [Role based access control](/docs/cloud/manage-access/enterprise-permissions).
- For fine-grained permission configuration, refer to [Role based access control](/docs/cloud/manage-access/about-user-access#role-based-access-control-).


</TabItem>
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18 changes: 5 additions & 13 deletions website/docs/docs/cloud/manage-access/enterprise-permissions.md
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Expand Up @@ -22,22 +22,14 @@ The following roles and permission sets are available for assignment in dbt Clou

:::tip Licenses or Permission sets

The user's [license](/docs/cloud/manage-access/seats-and-users) type always overrides their assigned permission set. This means that even if a user belongs to a dbt Cloud group with 'Account Admin' permissions, having a 'Read-Only' license would still prevent them from performing administrative actions on the account.
The user's [license](/docs/cloud/manage-access/about-user-access) type always overrides their assigned permission set. This means that even if a user belongs to a dbt Cloud group with 'Account Admin' permissions, having a 'Read-Only' license would still prevent them from performing administrative actions on the account.
:::

<Permissions feature={'/snippets/_enterprise-permissions-table.md'} />

## How to set up RBAC Groups in dbt Cloud
## Additional resources

Role-Based Access Control (RBAC) is helpful for automatically assigning permissions to dbt admins based on their SSO provider group associations. RBAC does not apply to [model groups](/docs/collaborate/govern/model-access#groups).
- [Grant users access](/docs/cloud/manage-access/about-user-access#grant-access)
- [Role-based access control](/docs/cloud/manage-access/about-user-access#role-based-access-control-)
- [Environment-level permissions](/docs/cloud/manage-access/environment-permissions)

1. Click the gear icon to the top right and select **Account Settings**. Click **Groups & Licenses**

<Lightbox src="/img/docs/dbt-cloud/Select-Groups-RBAC.png" width="70%" title="Navigate to Groups"/>

2. Select an existing group or create a new group to add RBAC. Name the group (this can be any name you like, but it's recommended to keep it consistent with the SSO groups). If you have configured SSO with SAML 2.0, you may have to use the GroupID instead of the name of the group.
3. Configure the SSO provider groups you want to add RBAC by clicking **Add** in the **SSO** section. These fields are case-sensitive and must match the source group formatting.
4. Configure the permissions for users within those groups by clicking **Add** in the **Access** section of the window.
<Lightbox src="/img/docs/dbt-cloud/Configure-SSO-Access.png" width="45%" title="Configure SSO groups and Access permissions"/>

5. When you've completed your configurations, click **Save**. Users will begin to populate the group automatically once they have signed in to dbt Cloud with their SSO credentials.
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Expand Up @@ -77,4 +77,4 @@ If the user has the same roles across projects, you can apply environment access


## Related docs
-[Environment-level permissions setup](/docs/cloud/manage-access/environment-permissions-setup)
- [Environment-level permissions setup](/docs/cloud/manage-access/environment-permissions-setup)
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