Overview of the One Model Toolkit

The One Model toolkit is your comprehensive suite of tools designed to enhance your daily interactions with our platform. It enables you to navigate, explore, create, upload, export, manage security, assign roles, access One AI, and much more.

Your toolkit experience is directly tied to roles and permissions, which are managed by your organization's Admin. This system ensures that what you can see and do within the platform is precisely tailored to your role.

We distinguish between two main types of roles for assigning permissions:

  1. Application Access Roles: Determine your usability and access within the application.
  2. Data Access Roles: Control your access to various data levels within the system.

For a deeper understanding of roles and permissions, we encourage you to read our Roles and Permissions Reference Guide.

Admins typically have full access to all tools, whereas other users' access might vary. These variations will control which tools and tabs appear on your main Navigation Bar at the top of your page when you log in to One Model.

Each tab provides access to specialized tools that enable you to explore and analyze your data, create visualizations, access One AI, export reports, manage your account, and— for Admins— customize the One Model experience for other users.


Explore is One Model’s query tool where users can see metrics, dimensions, tables and fields to build various queries that can be saved, exported or shared. Pin a query to a Storyboard to build compelling data visualizations or save a query to the Insights Library for later.

Explore is generally used by Storyboard Admins and users, Analysts and Human Resource Business Partners (HRBP) to investigate the data. User access to view and interact with the data is controlled by the Admins of your Organization. 


Storyboards are where you bring together data visualizations, text and tables to deliver insights and tell a story with your data. This is where permissioned users can build data stories using visualizations in groups of tiles that can be shared for viewing or editing by other users. The entire Storyboard can be exported to PowerPoint or the data from specific tiles can be exported to CSV.

Clicking on the Storyboards tab opens the Storyboard Library. Storyboards are collected and organized in the Storyboard Library with grouping, categorization, and search capability. 

All users with Explore access should also be granted access to view and filter Storyboards, with separate permissions available to create, edit and drill through. Learn more about Using Storyboards.

One AI

With One AI you are able to build advanced Machine Learning and predictive models. With One AI you are able to manage all of the Machine Learning models in use by your company, build new models and review the details and quality of models.


View your recent CSV file exports from tables, charts and Explore.

When you export a tile from Explore or a Storyboard, these exported files may take some time to complete (depending on the size of the data being exported), so you can let One Model run these in the background and later pick them up from the Exports tab.. 

Clicking on the Exports tab will open the Exports page where the latest exports made from the site are listed. Details include what was exported, who exported, and when the export was done. 

The Exports tab is generally used by Admins and users. Note that there is a separate category of Admin Export Reports that do not show here. 


Users that have access to manage the data configuration in the site will see this area of the product. Loads, Sources, Destinations are all created and managed through the Data tab.

Clicking on the Data tab will show:

  • Loads: view the status of your data loads.

  • Sources: view, adjust and schedule your data sources and their connectors such as APIs, SFTPs and manual flat file uploads.

  • Destinations: configure the data you want to send  from One Model to other systems, e.g. Snowflake, Azure, Big Query, AWS, SFTP. 

  • Augmentations: build and manage One AI predictive models

  • Processing Scripts: development space for Data Engineers to transform the data in your One Model instance using SQL. 

The Data tab is generally used by Admins and users with Data Access Roles, data engineers and data scientists to extract, transform, investigate and send data. User access to view and interact with the data is controlled by the Admins of your Organization.


Users that have access to manage the One Model configuration for your company and Admins will see this area. The Admin tab is where you manage your instance, user and role settings, drill through columns and edit labels for tables and columns, and more as listed below.

Clicking on the Admin tab will show:

  • Company: view your sitewide settings including, homepage Storyboard, User Contextual Security Rules Config., Password Policy, Session Timeout, SSO (SAML 2) integration, User Upload config options, Export Formatting Options, Value Formatting Options, PGP Config., Data Processing, Custom Help URL, Allowed IPs, Embedding and Branding.

  • Users: to view all created user accounts, create a new user, bulk upload users, edit a current user, show inactive users, view application access and data access roles, manage role-based security and password reset (if not using SSO).

  • Application Access Roles: Control what product features your users can see and use in One Model by assigning or restricting different Application Access Roles. 

  • Data Access Roles: control what data (e.g. Metrics, Dimensions, Storyboards) your users can see and interact with in One Model by assigning or restricting different Data Access Roles.

  • Drill Through Columns: choose which columns will appear or not appear when users drill through on base metrics.

  • Table & Column Label Editor: manage how your tables and additional columns appear in Explore, Storyboards, and drill through metrics.

  • Site Validation: lists data and configuration errors in your One Model instance.

  • Branding: apply company branding to your One Model instance including logo and brand colors. 

  • Admin Reports: download reports about your One Model instance configuration to a CSV file, e.g. user and roles information.

Admins of an Organization will be the primary users of the Admin tab.


The Help tab is a default link to the One Model Help Center where Admins and users can read instructions about how to use One Model, learn more about all the different features such as Explore, Storyboards and One AI, search FAQs, and get updates about the latest One Model product releases. 

Clicking the Help tab will take you to the One Model Help Center at https://help.onemodel.co/en/ *

*Admins can edit the default Help link and replace it with a link of their own to redirect it to their internal help. 

Most Admins and users will use the Help tab to learn more or get assistance with using One Model. 

Org. Chart

The Org Chart lets you create visualizations of hierarchical data and include analytical insights and employee level details in a familiar, easy to use view. Org Charts can be created and viewed in this space and also pinned to Storyboards for general use. 

Featured Storyboards 

Featured Storyboards is the exciting highlight panel designed to put your most important Storyboards at the front and center of your One Model instance.

Design a collection of Storyboards to share in the Featured Storyboards panel to enable users to quickly explore the data on your key topics such as compensation and benefits, diversity and inclusion, turnover and retention, or key metric trends. 


User Account

Users can change passwords and log out of the site here. Admins and users with the permission to Proxy as another user will access that functionality via Account > Proxy as User.

Clicking Account will show:

  • User or Admin name and instance: allows you to see which user account is being used.

  • Proxy as User: allows Admins and users with permission to view an instance as another user.

  • Preferences: for password resets if using a password to log in. Not applicable if using SSO and this option will be hidden.

Log off: signs users out of their One Model instance.


Go to the Roles and Permissions Reference Guide

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