Enable Notebook AI For Data Spaces and Users

Grant Data 360 Notebook AI access to data in data spaces and give enterprise users access to Notebook AI with custom permission sets. In a multi-org architecture, enable Notebook AI in both the home org and companion org.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.

User Permissions Needed
To access Setup	System admin profile

In Setup, select and turn on Einstein Setup. For more information, see Set Up Einstein Generative AI.

In Setup, select Agentforce Agents, and turn on Agentforce. For more information, see Enable Agentforce.

Grant Notebook AI Data Space Access

Give Notebook AI access to data by selecting data spaces. To use Notebook AI, users must also have access to those data spaces.

1. From Data Cloud Setup, enable Notebook AI in Feature Manager.
   Notebook AI gets access to the default data space.
2. In Feature Settings, select Notebook AI and select the data spaces where you want to give Notebook AI access to data.
   If you don't see the custom data spaces, update Data Cloud Data Space Management. For more information see, Troubleshoot Notebook AI Errors.

Next, go to Manage Users to give enterprise users access to Notebook AI.

Enable Notebook AI User Access

To give users access to Notebook AI, create and assign them to a custom permission set. You can also clone an existing Data Cloud permission set and add the necessary permissions.

1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
2. In the Permission Sets page, create a permission set and add the necessary permissions to ensure that user gets access only to Notebook AI.
   Select Data Cloud as the license for the permission set. You can also clone the Data Cloud permission set and modify the permissions.
3. Update permission set information and click Save.
4. Select the new permission set and ensure that only the following permissions are enabled.

   System Permissions

   Permission Name	Access
   Grant users permission to sfDrive	Enabled
   Create, edit, and delete knowledge spaces	Enabled

   Object Settings

   Permission Name	Access
   Data Knowledge Library Source Relationships	Read, Create, Edit, Delete, View All Records, Modify All Records
   Data Knowledge Source	Read, Create, Edit, Delete, View All Records, Modify All Records
   Data Knowledge Space Config	Read, View All Records
   Data Knowledge Space Definitions	Read, Create, Edit, Delete
   Data Knowledge Space Library	Read, Create, Edit, Delete
   Data Knowledge Space Library Relation	Read, Create, Edit, Delete, View All Records, Modify All Records
   Data Model Domain Capability Usage	Read, View All Records
   Data Model Fields	Read, View All Records
   Data Model Objects	Read, View All Records
   Data Model Taxonomies	Read, View All Records
   Data Object Categories	Read, View All Records
   Data Semantic Search Definitions	Read, View All Records
   Data Space Definitions	Read
   Data Spaces	Read

5. To manage user access to data spaces, assign Dataspaces to the permission set from Data Cloud Data Space Management.
6. In Agent Access, add Notebook AI Agent to the permission set.
7. Assign users to the Notebook AI custom permission set from Manage Assignments. For more information see, Manage Permission Set Assignments.
8. Optionally, to ensure that the Notebook AI tab is visible in your org, from Setup, navigate to the user's profile and Tab Settings, and enable Notebook AI.