View default roles

Data Integrity Suite

Product
Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
Precisely_Data_Integrity_Suite
geo_addressing_1
Data_Observability
Data_Quality
dis_core_foundation
Services
Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
ft:title
Data Integrity Suite
ft:locale
en-US
PublicationType
pt_product_guide
copyrightfirst
2000
copyrightlast
2025

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:

  1. Click Configuration > Security from the main navigation menu.
  2. Click the Roles tab.
  3. 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.
  4. Use the Search bar to search for existing roles in the workspace.
  5. 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.