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Update from code changes: expand Pass user information docs#935

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Update from code changes: expand Pass user information docs#935
mintlify[bot] wants to merge 1 commit into
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mintlify/d00d4b14

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@mintlify mintlify Bot commented Jul 4, 2026

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Summary

Expand the AI agent Pass user information documentation to cover role-based register, team-based terminology, supported surfaces, the Slack trust boundary, and the deliberate exclusion of user attributes.

Changes

  • Clarified that the role passed to the agent can be either the built-in organization role or the name of a custom role.
  • Added a "How role shapes the answer" subsection describing the plain-language vs. technical register mapping for system roles, and how custom roles are classified by their scopes.
  • Added a "Team-based terminology" subsection explaining that group memberships influence which team's interpretation is preferred on ambiguous questions.
  • Added a "Where it applies" subsection listing web, MCP, PAT, and service-account flows.
  • Rewrote the Slack note to explain the workspace-installer identity fallback when the AI Agents OAuth requirement is disabled, and called out that this is the same trust boundary used for SQL execution, writeback, and repository discovery.
  • Added an Info callout noting that user attributes are intentionally not shared, since they are already enforced as row-level security in query execution.

Context

Follows the backend change that introduces per-agent user-context propagation to the system prompt (lightdash/lightdash#25069).

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mintlify Bot commented Jul 4, 2026

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lightdash 🟢 Ready View Preview Jul 4, 2026, 12:55 AM

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