Configure custom roles - Precisely Data Integrity Suite

Data Integrity Suite

Product

Spatial_Analytics

Data_Integration

Data_Enrichment

Data_Governance

Precisely_Data_Integrity_Suite

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Data_Observability

Data_Quality

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Services

Spatial Analytics

Data Integration

Data Enrichment

Data Governance

Geo Addressing

Data Observability

Data Quality

Core Foundation

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Data Integrity Suite

ft:locale

en-US

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pt_product_guide

copyrightfirst

2000

copyrightlast

2026

Custom roles provides the capability to assign the specific permissions to the user. It allows users to access resources based on their permissions and access level.

Custom roles : Permissions and actions

Feature	Permissions	Actions
Agent	View	View Agent details
Agent	Manage	Create new Agent Edit Agent details Delete Agent
Technical Asset	View	View Asset View Assignment
Technical Asset	Manage	Create and edit Assets Create and manage Assignments
Business Asset	View	View Asset View Assignments
Business Asset	Manage	Create and edit Assets Create and manage Assignments
Catalog	View	View the details of all the fields and datasets cataloged View the details of technical assets View cataloged jobs
Catalog	Profile	View Profiling details associated with the datasets and fields
Catalog	Metrics	View scores and measurements about your data
Datasource	View	View details of the datasources added to the workspace
Datasource	Manage	Edit the details of the added datasource Delete the datasource from the workspace
Observer	View	View the details of the created observer
Observer	Manage	Create new observer Edit details of existing observer.
Quality Pipeline	View	View details of the pipelines created in the workspace
Quality Pipeline	Manage	Create new pipelines Delete the created pipelines Rename the pipeline Duplicate the pipeline
Quality Pipeline	Operate	Add transformation steps Create pipeline engine Create run configuration Run the pipeline
Relationships	View	View the existing relationships
Relationships	Manage	Create relationship type Edit the existing relationships Delete existing relationships
Replication Pipeline	View	View the details of the replication pipelines created
Replication Pipeline	Manage	Add new projects to the replication pipeline Edit the existing replication pipelines Delete the replication pipelines
Replication Pipeline	Operate	Add new projects to the replication pipeline Edit the existing replication pipelines Delete the replication pipelines Apply configurations to the pipeline.
Rules and Scores	View	View the default and custom rules created in the application View the generated data quality scores
Rules and Scores	Manage	Create, edit, delete or duplicate the rule Enable and disable the scheduling of rule execution
Rules and Scores	Operate	Manually trigger the rule execution
Runtime Engine	View	View the pipeline engines created in the workspace
Runtime Engine	Manage	Create new pipeline engines. Edit the existing pipeline engines Delete existing pipeline engines
Data Sample	View	View the generated data samples in pipelines and rules
Data Sample	Manage	Delete the generated samples. Regenerate new samples.
Workflow	View	View details of all the workflows created in the application
Workflow	Manage	Create new workflows Create new assignments and requests Delete existing workflows
Data Profile	View	View the Data Profiles and the associated details
Data Profile	Manage	Create new data profiles Edit the existing profile Modify the profile details
Data Profile	Operate	Run the profile manually Stop the run of a data profile
API Source	View	View existing API sources and endpoints
API Source	Manage	Create API sources and endpoints Edit API sources and endpoints Delete API sources and endpoints
Catalog Meta Model	View	View the assets cataloged in the workspace.
Catalog Meta Model	Manage	Edit the details of the cataloged assets
Security Policy	View	View the security polices created in the application
Security Policy	Manage	Create Custom Security Policies Technical assets permission Edit and duplicate the default security policies created in the application by assigning users or user groups to the security policy Enable or disable security policy. Delete security policy.
User	View	View user details
User	Manage	Edit user details Remove user
User	Invite	Invite a new user to the workspace
User Group	View	View the user groups created in the application
User Group	Manage	Edit user group Duplicate user group Create custom user group
Workspace	Manage	Access and modify Profile information. View subscription details Access usage details Generate and manage API Keys View and access comprehensive instructions to download the supported data products
Role	View	View existing roles and permissions
Role	Manage	Edit existing roles by adding or removing the users Create custom roles. Modify/delete custom rules.

Note: View access is a basic permission required to carry out other tasks like manage, edit, and more.

Create custom role

To create a custom role

Click Configuration > Security from the main navigation menu.
Navigate to the Policies tab.
Click Create Role.
Provide a suitable name to the role and an associated description.
Select the Permissions to be associated with the role.
Click Create.

After a custom role is created, it can be assigned to the users through the security policies.

View roles

To view the existing roles and the associated details:

Click the respective Role Name.
This will open a side panel that displays the role details.
The details include the Name and Description of the role, the assigned Permissions, associated Security Policies, the assigned User groups and Users.

Note: Default roles cannot be modified or deleted form the workspace.

Edit roles

To edit a custom role:

Click the respective Role Name.
This will open a side panel that displays the Role Details.
You can modify the Assigned Permissions, the associated Security Policies, and the number of Users and User Groups assigned to the role.
Click Save.

Duplicate roles

You can duplicate a role in the workspace when you would want to create a custom role with slight modifications to the existing role.

Note: Duplicating a role will only duplicate the assigned permissions. The associated security policies, user groups and users will not be duplicated.

To duplicate a role:

Click the ellipsis next to the role you would want to duplicate and select Duplicate.
Enter a suitable name and description to the role.
Modify the assigned permissions.
Click Duplicate.

Delete roles

A custom role created in the workspace can be deleted when it no longer serves the requirements.

To delete a custom role:

Click the ellipsis next to the associated role and select Delete.
A dialog box opens displaying the name of the role that you would want to delete.
Click Delete.