AI Permissions
The LightLead AI assistant works within the permissions of your account. Available actions depend on the plan, your role in the workspace, and security settings.
Plans and access
| Action | Solo | Enterprise |
|---|---|---|
| Requesting metrics | Yes | Yes |
| Comparing periods | Yes | Yes |
| Diagnostics | Yes | Yes |
| Attribution | Yes | Yes |
| Refreshing reports | Yes | Yes |
| Creating reports | Yes | Yes |
| Setting up alerts | Yes | Yes |
| Priority AI support | No | Yes |
Workspace roles
The AI's access to data matches the user's role:
- Owner: full access to all data and actions
- Administrator: full access to data, but can't manage billing
- Marketer: access to data from connected sources, can create and refresh reports
- Analyst: read-only access to data, can't modify reports
- Observer: read-only access to data, can't modify reports
If your role is Analyst or Observer, the AI won't perform actions like "create a report" or "refresh a report."
Which sources' data is available
The AI only sees data from sources you have access to:
- If a source isn't connected — the AI won't be able to get data from it
- If a source is connected but you don't have permission for its data — the AI won't be able to get data either
Action confirmation
When performing actions that change data (creating/refreshing reports, setting up alerts), the AI always asks for confirmation. This is described in the Confirmations section.