v4.29

User roles

The /truedat user roles are configured at each installation. You can create as many user roles as necessary customizing each one with the permissions that will correspond to the user who has said permissions. It is important to note that the permissions defined in a role will apply to a user only on the domain in which that role has been assigned and all its descendant domains.

Using the button for this we can register a new role and we will simply have to enter the name that we want to give to said role:

If we click on one of the roles we can edit the permissions assigned to the role or the name of said role by clicking on the name:

The permissions defined in the application are divided by modules and are the following:

Business Glossary Management

Any of this permissions assigned will provide access to the user to the menu option "Business Glossary->Drafts" through which the glossary is managed.

  • Create concepts

  • Delete concepts

  • Archive concepts

  • Edit labels

  • Link data to concepts

  • Approve concepts

  • Reject concepts

  • Request approval of concepts

  • Edit business concepts

  • View business concepts pending approval

  • View Archived Business Concepts

  • View business concepts in draft status

  • View business concepts in rejected status

The "Manage confidential concepts" permission is a permission that works in a special way since it is combined with other permissions to be effective. A user will be able to see a concept marked as confidential as long as said concept belongs to a domain where the user has permissions to both "View concepts ..." and "Manage confidential concepts". Likewise, to be able to edit or publish it, in addition to the "Manage confidential concept" permission, you will have to have the corresponding permission for the action you want to perform.

Business Glosary Visualization

Allow the user to see the published Glossary

  • View published business concepts

  • View previous versions of business concepts

Configurations

  • Manage Configurations

Currently the only configuration available is the integration with Metabase

Dashboards

  • View dashboard

Data Catalog

Permissions for viewing and managing data structures in the data catalog

  • Create Structures

  • Delete Structures

  • Link structures to rules, concepts, etc.

  • Link tags to structures

  • Manage confidential structures

  • Manage metadata of structures

  • Execute Structure Profiling

  • Update structures

  • View structures

  • View Structure profiling

Quality Rules

Permission that allows the registration, modifications of quality rules and implementations

  • Execute Quality Implementations

  • Manage Rules (create / modify / remove)

  • Manage Implementations (create / modify / remove)

  • Manage Native Implementations

  • View quality rules

Sources

  • Manage data sources

Grants

  • Create grant request

  • Manage grants

  • View grants

Taxonomy Structure

Permissions for managing the taxonomy / domains

  • Create domains

  • Delete domains

  • Modify domains

  • View domains

Taxonmy Membership

Permissions for managing role assignments to a user in a domain

  • Assign role to a user / group in the domain

  • Delete role of a user / group in a domain

  • Modify role of a user / group in a domain

Default role

A role can be designated as the default role for the platform. Only one role can be the default role. The permissions on the default role will apply to any user who queries a domain in which the user has no role. In the event that a user is assigned a role within a domain, the assigned permissions will always be in addition to the permissions acquired by default with the default role.

If a default role is not defined, if a user does not have any role defined in any domain, when entering the application, they will be informed that they must consult their administrator to configure the appropriate permissions. This message can be personalized in each installation, indicating the appropriate contact form.

Navigation menu

Depending on the permissions that a user has in the different modules, he may or may not see the different menu options. A menu option will be available to a user as long as they have some permission from that assigned module on some domain. Otherwise, this module will not be visible to the user, thus preventing it from seeing menu options on which it cannot undertake any action or display information.

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