Whenever a new workspace is created a set of Default Roles are automatically created. These roles provide a starting point to build a customized structure for your workspace.
To view default roles:
- Click Configuration > Security from the main navigation menu.
- Click the Roles tab.
- The roles tab displays all the existing Roles in the workspace, the Role Type, number of Permissions assigned, the assigned User Groups, Users and the associated Security Policies.
- Use the Search bar to search for existing roles in the workspace.
-
Click on the specific Role to view the assigned
Permissions, associated Security
Policies, User Groups and
Users.
Role Description Permissions Agent Manager Manages agents which provide communication between your environment and the Precisely Cloud. Agent
- View
- Manage
Business Owner Manage business assets. Business Asset
- View
- Manage
Catalog Viewer View all assets in the catalog. Catalog
- View Asset
- View Metrics
- View Samples
Data Steward Design and manage technical assets, business assets, and creating the relationships of all assets. Also responsible for managing data policies, data models, and reference lists. Catalog
- View Asset
- View Metrics
- View Samples
Business Asset
- View
- Manage
Technical Assets
- View
- Manage
Data Profile
- View
- Manage
- Operate
Data Samples
- View
- Manage
Relationship
- View
- Manage
Datasource Manager Datasources and connections connect your data to the Data Integrity Suite. Datasource
- View
- Manage
Runtime Engine
- View
- Manage
Replication Designer Manage replication pipelines. Replication Pipeline
- View
- Manage
- Operate
Replication Operators Configure runtime engines and manage replication activity. Replication Pipeline
- View
- Manage
Runtime Engine
- View
- Manage
- Test
Quality Designer Design and manage data quality observers, rules, and pipelines. Observer
- View
- Manage
Quality Pipeline
- View
- Manage
- Operate
User & Group Manager Manages who can access the Data Integrity Suite. User
- Invite
- View
- Manage
User Group
- View
- Manage
Workflow Manager Manages workflows. Workflow
- View
- Manage
Workspace Manager Manages workspace settings. Workspace
- Manage
User
- Invite
- View
- Manage
Role
- View
- Manage
Security Policy
- View
- Manage
User Group
- View
- Manage
Note: These default roles cannot be deleted or disabled, and their associated assets, roles, permissions, etc. cannot be modified. However, users can be added to, or removed from the default roles as needed.