Every saved dataset in Toolio — the reusable filter and timeframe combinations used across Merchandise Plan, Assortment Plan, and Allocation — has a permission level that controls who can see and reuse it. The Dataset Permissions settings page gives admins a single, organization-wide view of every dataset, who created it, and what permission level it's set to.

Dataset Permissions settings page listing every dataset with its permission level, context, and creator

Use Cases

Auditing which datasets are shared organization-wide versus kept private by individual planners.
Locking down a dataset that powers a shared report so it can't be changed by just anyone.
Cleaning up unused or duplicate datasets across modules.
Finding all datasets tied to a specific module, like Allocation Plan or Assortment Plan.

Where to Find It

Go to Settings > Organization Settings > Dataset Permissions. It sits right next to View Permissions, which manages the same kind of sharing settings for saved views.

Permission Levels

Every dataset is assigned one of four permission levels:

Permission	Who Can See / Use It
Private	Only the creator and admins can see and apply it.
Public - Non Restricted	Visible and usable by everyone in the organization.
Public - Restricted	Visible and usable by everyone, but the permission level itself can only be changed by the creator or an admin.
Public - Toolio Restricted	Built and managed by Toolio. Visible to everyone, but locked — it can't be edited or reassigned from the UI.

This mirrors the tiering used for view permissions — the same four levels, applied to datasets instead of views.

Reading the Grid

The grid lists every dataset in your organization with the following columns:

Dataset Name — the name given to the saved filter/timeframe combination.
Permissions — the current permission level (see above).
Context — the module the dataset belongs to, such as Assortment Plan or Allocation Plan.
Creator — the user who created the dataset. This is blank for legacy or system datasets.
Created At / Last Updated At — timestamps for when the dataset was created and last modified.

Changing a Dataset's Permission

Double-click the Permissions cell for the dataset you want to update.
Choose the new level from the dropdown: Private, Public - Restricted, or Public - Non Restricted.

Permissions dropdown open on a dataset row, showing the Public - Restricted, Public - Non Restricted, and Private options

❗ `Public - Toolio Restricted` datasets don't show a dropdown — they're managed by Toolio and can't be reassigned from this page.

Filtering, Grouping, and Sorting

Use the toolbar above the grid to work through a large list of datasets:

Filter — narrow the list by Dataset Name, Permissions, Context, or Creator.
Group — organize datasets by any column, such as grouping by Context to review all Allocation Plan datasets together.
Sort — order the list ascending or descending by any column.
Use the row checkboxes to select multiple datasets at once for review.

Best Practices

Use Public - Restricted for datasets that power shared dashboards or reports, so they stay visible to everyone but can't be changed by just anyone.
Periodically review the Dataset Permissions page to clean up unused or duplicate datasets, especially ones with no Creator listed.

FAQs

Why can't I change the permission on some datasets?

If a dataset is set to Public - Toolio Restricted, it's built and managed by Toolio and can't be edited from the UI. For Public - Restricted datasets, only the creator or an admin can change the permission level.

Where do datasets come from?

Datasets are created from within a module by saving a set of filters and timeframes. See Datasets in Merchandise Plan and Allocation Module Views and Data Sets for how to create one.