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Set up row‑level security and PII column masking

Limit data by team/region and protect sensitive fields by policy.

22 min Intermediate Security Engineer, Compliance Officer Updated Oct 1, 2025
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Overview

Limit data by team/region and protect sensitive fields by policy.

Prerequisites

None.

Permissions required

governance:write datasets:write

Downloads & Templates

RLS policy JSON

Spec

Steps (3)

Estimated: 22 min
  1. 1

    Define segments

    Security 6 min Back to top

    Governance → **Row Rules**. Create segments (e.g., region = EMEA).

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Attach to datasets

    Security 8 min Back to top

    Apply row rules to facts and dims; map to roles (Viewer EMEA).

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Mask PII columns

    Compliance 8 min Back to top

    Enable deterministic tokenization for email/phone; allow reversible access for Admins only.

    Tips

    —

    Validation

    —

    Success criteria

    • Analyst sees filtered rows; masked columns show tokens.

About this guide

InsightLake centralizes analytics for your Velaxe workspace. Connect built-in streams from Agent Desk, LiveConnect, PulseGate, VoiceLink, FlowForge, Chronicle, ActionDesk, PayStream, SecureStore, AppBazaar, ProductCatalog, and Chat Core—plus curated external sources like GA4, Stripe, and Shopify.

Data is modeled into conformed dimensions and fact tables for predictable analysis. Publish templated dashboards in one click, build custom boards with a drag-and-drop builder or SQL, and schedule alerts and exports. Governance features include row-level security, column masking for PII, audit logs, and retention controls.

InsightLake is designed for speed and reliability with streaming ingestion, materialized views, and SLAs for load times and export delivery.