access.yaml file at the project root, created for you automatically. The file lives alongside your content, ships through the same git workflow as your pages, and is enforced when readers visit your published reports.
Users with the
Developer, Admin, or Org Viewer role can always view all pages, regardless of access.yaml.Who can see your reports
Before you write any rules, it helps to know that an Evidence organization has two kinds of viewers:- Internal viewers — typical employees and teammates inside your organization. They are part of the org, hold a role of viewer or higher, and can be added to Groups.
- External viewers / customers — clients or partners you share dashboards with from outside the company. They are managed under Customers and behave like a kind of group, but with one important difference: they are excluded from any “everyone in the org” rule.
Groups
Groups let you organize users for easier access management. Instead of granting page or project access to individual users, you can grant access to a group. Create groups from the Settings → Team page. A group’s ID is set at creation and cannot be changed, so references inaccess.yaml keep working even if you rename the group’s display name.
Customers
You can add external viewer users to Customers in your organization. Customers behave like a group, but are excluded from any “everyone in the org” ($org) rule — they must always be granted access explicitly.
Groups vs Customers
| Groups | Customers | |
|---|---|---|
| Allowed Roles | Viewer, Org Viewer, Developer, Admin | Viewer only |
| ”Everyone in the Organization” Access | Included | Excluded |
The access.yaml schema
The file lives at the project root: access.yaml. Here is a complete example covering every supported construct:
Page grants are additive by default. A page’s audience is the project audience plus
anything listed under the page. To restrict access on a single page, set
inherit: false — only
the principals you list there will see that page.Top-level keys
project— the project-wide audience. Required. Useproject:withgrants: viewers: []for an admins-and-developers-only project.pages— per-page overrides keyed by full page path. Optional. Pages not listed here inherit the project audience entirely.
viewers lists
The grants.viewers list defines who can see a project or page. It can contain four kinds of principals, mixed in any order:
- Users — referenced by email, e.g.
alice@example.com. Must resolve to an org member. - Groups — referenced by group ID, e.g.
marketing. Group IDs are lowercase letters, digits, and hyphens. Create groups on the Groups page; a group’s ID is set at creation and cannot be changed, so existing references keep working even if the display name is renamed. - Customers — your external customer groups, referenced by their group ID just like internal groups.
$org— a built-in group meaning every internal member of your organization with viewer role or higher.
$org is project-level only. Using it under a page entry is rejected — to make a single page org-wide visible, leave inherit: true and grant $org at the project level.
inherit (pages only)
Controls whether the project’s viewers can also see this page:
inherit: true(default) — project viewers see this page, plus anyone you list undergrants.viewers.inherit: false— project viewers do not see this page. Only the principals you list undergrants.viewerscan see it.
Page paths
Use the full path within the project: directory slugs joined by/, then the file slug, no extension.
- Valid:
summary,reports/sales/monthly,q1-overview - Invalid:
Reports/Sales(uppercase),/leading-slash,trailing-slash/,with spaces
Closed by default
To declare an admins-and-developers-only project, write aproject block with an empty viewers list:
project: key (for example, a pages-only file) is rejected by validation — see Validation below. We require the explicit project: declaration so that a forgotten or accidentally-truncated file fails loudly instead of silently locking your viewers out.
To declare “open to the org”, you must write it explicitly:
Examples
1. Open to the entire org
Every internal org member with viewer role or higher can see every page.2. Restricted to one group
The whole project is restricted to a single group. Useful for sensitive projects (finance, security, legal) where the audience is a tightly-defined team.finance group (other than developers and admins, who always retain access) gets a 404 on every page.
3. Restricted to multiple groups + named individuals
Same pattern, but the audience is a few groups plus a couple of specific people not in any of them.$org freely.
4. Open project, but one page is restricted
The project is open to the org, but a specific page (e.g. an executive dashboard or financial detail) is restricted to a smaller group. Useinherit: false so the project audience does not spill onto this page.
executives see reports/board-meeting.
5. Restricted project, with a few pages opened to a wider audience
The project is restricted to one group, but specific pages need a broader audience. Useinherit: true (the default) plus extra grants — the page audience becomes “the project’s audience plus these extras”.
finance sees every page (including the two listed). leadership additionally sees quarterly-summary and headcount. hr only sees headcount.
6. Per-customer pages
When you publish customer-specific pages in the same project (e.g. an “Acme dashboard” and a “Globex dashboard”), grant your internal team at the project level and each customer on their own page. Becauseinherit defaults to true, account managers automatically see every page — including customer pages — without being listed on each one.
Pair page-level access with Row-Level Security for true data isolation between customers.
Page level access decides which pages a customer can open;
Row-Level Security decides which rows of data they
see when they query. For customer-facing reports where each customer should only see their own
data, use them together: per-page access in
access.yaml, RLS rules on the underlying tables.Editing access.yaml
access.yaml is a regular project file — edit it in the Studio editor (with live validation, autocomplete, and AI-sidebar awareness) or in your own environment for GitHub-connected projects. Changes flow through the same commit and publish workflow as your pages: rules only go live once they reach your published branch.
Validation
Studio validatesaccess.yaml to make sure your access rules are well-formed and resolve against your org. Validation checks that:
- The file exists and contains a top-level
project:block with agrants.viewerslist (the minimum valid file isproject:withgrants: viewers: []) - The YAML parses and matches the expected schema
- Every email refers to a real org member
- Every group ID refers to a real group
- Every page path refers to a real page
| Surface | When | On failure |
|---|---|---|
| Editor live | Every keystroke | Inline squiggles, autosave proceeds |
| Studio commit on a feature branch | On commit | Warn with dialog. Choose Commit anyway to land WIP, or fix first. |
| Studio commit on default branch | On commit | Block with dialog. No override. |
| Studio publish (merge feature → default) | On publish | Block with dialog. No override. |
| GitHub PR | PR opened, reopened, or new commits pushed | Check Evidence: access.yaml Validation fails with annotated lines |
| Default-branch merge applied | After merge | Banner + admin email; viewer access is paused until the failure clears |
Failure recovery
Ifaccess.yaml is malformed or missing on the default branch after a merge, Studio cannot apply the new rules. The behavior is:
- Viewer access is paused. Until the next successful publish, only admins and developers can open the project. Viewers (internal and external) are blocked.
- Admins are notified. An email is sent to all organization admins, and a banner appears in Studio on every page until the failure is resolved.
- Fix the file: edit
access.yamlto resolve the validation errors, commit, and merge. The next successful publish automatically restores viewer access.
Branch behavior
You can use branches to preview access changes before they go live. Each branch uses its ownaccess.yaml, so:
- When you open a preview link for a branch, the audience is resolved from that branch’s
access.yaml. - Changes on a feature branch do not affect the published access rules.
- The rules only go live once the branch is merged into the published branch.
CI check on pull requests
When the project is connected to GitHub, every PR runs the Evidence: access.yaml Validation check alongside the existing Evidence: Markdown Validation check.- The check parses
access.yamlfrom the PR head, validates schema, and resolves references against the project’s users, groups, and pages. - Errors appear as annotations on the offending lines in the PR file diff.
- A missing
access.yamlfails the check.

