Permissions are changed by configuring roles (see How to create roles)

Go to the role and press Configure

Image showing the menus with Admin, Roles and Configure highlighted

Select the Perms tab

Image showing the menus with Admin, Roles and Configure highlighted

Add Permission

To add a permission, press Add Perm and select the permission that you want to give to the role.

Image showing the Add Perm pop-up with a expanded dropdown showing the list of permissions

A short description of the permission is visible upon hovering the mouse over the permission in the role list.

Image showing the description of a role in the Add Perm pop-up permissions list

This is also true at the Roles page level

Image showing the description of a role in the Role page permissions list

If you click on the Role, further details appear on the right

Image showing the details of a role in the Role page permissions list

Description of permissions

Code Title Description Object-specific? Is Mart Specific
CATALOG_MANAGE Manage Data Catalog Create, delete, and edit catalog categories. This also includes adding/removing existing tags to catalog views.   True
DATA_BROWSE Browse Xmart Data Catalog Discover tables and views for top-level catalog, this permission should be in every role by default.   False
DATA_EDIT Edit table data Allows user to manually edit tables in grid view or entry form. Table True
DATA_LOAD Bulk upload table data Allows user to bulk upload data in the standard format (ie: previously downloaded) Table True
DATA_VIEW View Data Be able to see the data (rows) of a given Catalog View Catalog View True
DB_CONNECTION_MANAGE Manage DB Connections Create/edit/delete database connections.   True
FORM_DATA_ENTRY Load data using form Submit and view submitted data through a form Form True
FORM_MANAGE Manage forms definition Manage forms definition via structure batch   True
LOAD_ORIGIN Load data using Origin Use given origin to upload/import data by creating a batch. Excludes structure batches. Origin True
MART_CREATE Create a mart Create marts. Note, does not give rights to manage the current mart!   False
MART_MANAGE Manage mart Edit/soft delete the current Mart. Manage mart permissions   True
MODEL_UPDATE Update model Update a marts model via structure batch   True
PIPELINE_MANAGE Manage pipelines Create/Edit/Delete Pipelines and their Origins Pipeline True
PIPELINE_VIEW Pipeline View Allows access to pipeline page Pipeline True
TAG_MANAGE Manage Tags for all marts Create/edit/delete Tags. Note, tags are shared across all marts.   False
USER_MANAGE User Manage Allows an end-user to add or remove users from one or more roles Role True

Define object-specific permissions

Some roles are object specific. To assign access to specific objects, click on the Edit icon.

Image showing the list of permissions at the Role level with the Remove icon highlighted

After selecting one of these permissions in the Add Perm window, activate the “Only applies to specific tables” setting and choose the specific objects you want to allow by checking the tickbox.

Image showing the permissions Update pop-up

Remove Permission

To remove a permission, press the delete icon in the list of permissions:

Image showing the list of permissions at the Role level with the Remove icon highlighted