All permissions

In Access Manager, you can assign permissions to users as needed or create custom roles with a set of permissions to accomplish certain activities.

Review the list of available permissions grouped by component:

Note: For your convenience, the permissions related to Data Preparation and Storyboards are color-coded. For example, access type permissions are blue, edit permissions are green, share type permissions are lilac, and so on.

Data Preparation

The following role permissions are available for the Data Preparation component.

Permission Allows you to

dataprep.access

Access to Data Preparation, use datasets, data connections, and AI connections:

  • View, visualize, and explore datasets

  • Categorize datasets (set color, add private tags, set as favorites)

  • Use datasets in other BI tools

  • Configure cache settings (for own datasets)

  • Unsubscribe from shared datasets, data connections, and AI connections

  • View data connections and AI connections

  • Categorize data connections and AI connections (set color, add private tags, set as favorites)

dataprep.dataset.create

Create and manage datasets:

  • Create and modify datasets (add, edit, rename, add description, add public tags)

  • Modify dataset metadata (name, description, public tags)

  • Modify data in datasets (edit data columns, add calculations, filters, add new data to the dataset, etc)

  • Reupload files for datasets (also requires dataprep.data-connection.create)

  • Duplicate datasets

  • Delete datasets

  • Import datasets ( dataprep.data-connection.create is required to import underlying data connections; dataprep.ai-connection.create is required to import underlying AI connections)

This permission also requires dataprep.access.

dataprep.dataset.set-permissions

Share datasets as follows:

  • Share datasets

  • Set permissions for datasets

  • Export datasets

This permission also requires dataprep.access.

dataprep.data-connection.create

Manage data connections as follows:

  • Create data connections

  • Edit data connections (edit connection details, rename, add public tags)

  • Duplicate data connections

  • Delete data connections

  • Import data connections

This permission also requires dataprep.access.

dataprep.data-connection.set-permissions

Share data connections as follows:

  • Share data connections

  • Set permissions for data connections

  • Export data connections

This permission also requires dataprep.access.

dataprep.ai-connection.create

Manage AI connections as follows:

  • Create AI connections

  • Edit AI connections (edit connection details, rename, add public tags)

  • Duplicate AI connections

  • Delete AI connections

  • Import AI connections

This permission also requires dataprep.access.

dataprep.ai-connection.set-permissions

Share AI connections as follows:

  • Share AI connections

  • Set permissions for AI connections

  • Export AI connections

This permission also requires dataprep.access.

dataprep.dataset.certify

Certify datasets.

This permission also requires dataprep.access.

dataprep.data-connection.certify

Certify data connections.

This permission also requires dataprep.access.

dataprep.ai-connection.certify

Certify AI connections.

This permission also requires dataprep.access.

dataprep.dataset.extract

Perform the following actions related to dataset extracts:

  • Create extract datasets (the Extract option is available in the last step of the dataset wizard)

  • Create duplicates of extracts

  • Edit extracts

  • Reupload files for extracts

  • Refresh extracts on demand

  • Schedule full and incremental extract refresh

This permission also requires dataprep.access and dataprep.dataset.create.

 

Storyboards

The following permissions are available for the Storyboards component.

Permission Allows you to

storyboards.access

Perform the following actions in Storyboards:

  • View storyboards

  • Categorize storyboards (set color, add private tags, and set as favorites)

  • Embed storyboards

  • Download storyboards as images

  • Subscribe users to storyboards (add and manage subscriptions)

storyboards.storyboard.create

Manage storyboards:

  • Create new storyboards

  • Import storyboards

  • Rename storyboards

  • Edit storyboards

  • Update tile preview images

  • Duplicate storyboards

  • Delete storyboards

  • Export storyboards

This permission also requires storyboards.access.

storyboards.storyboard.set-permissions

Share storyboards as follows:

  • Share storyboards

  • Set permissions for storyboards

  • Export storyboards

This permission also requires storyboards.access.

storyboards.storyboard.certify

Certify storyboards.

This permission also requires storyboards.access.

storyboards.storyboard.publish-to-web

Generate and manage the URLs & embed codes for storyboards to be published to web publicly.

This permission also requires storyboards.access.

 

Portals Designer

The following permissions are available for the Designer component.

Permission Allows you to

designer.access

Access the Designer component for creating new applications (portals).
designer.application.manage Create, edit, delete, and publish applications (portals).
designer.content.manage

Edit and delete the content created by other users:

  • Shared bookmarks and snapshots – The edit and delete icons become available when clicking the shared snapshots or bookmarks.
  • Public and custom notes – The edit and delete options appear for a collaboration note that is public or shared with a user in a custom group.
designer.themes.manage Manage themes in Administration > Themes for portals.

 

Portals

The following permissions are available for the Portals component.

Permission Allows you to

dataclarity.access

Access Portals.

dataclarity.bookmark.create

Add bookmarks to the My Bookmarks folder.

dataclarity.bookmark.share

Add bookmarks to the Shared Bookmarks folder.

dataclarity.cognos-annotation.create

Create Cognos annotations.

dataclarity.discussion.create

Create private discussions.

dataclarity.discussion.share

Create public and group discussions.

dataclarity.export.email

Export the content to email.

dataclarity.export.excel

Export the content to Excel file.

dataclarity.export.pdf

Export the content to PDF file.

dataclarity.publication.create

Create publications.

dataclarity.publication.share

Share publications.

dataclarity.snapshot.create

Add snapshots to the My Snapshots folder.

dataclarity.snapshot.share

Add snapshots to the Shared Snapshots folder.

dataclarity.tools.cognos-analysis-studio

Access Cognos Analysis Studio (by using the Toolbox pane).

dataclarity.tools.cognos-powerplay-studio

Access Cognos PowerPlay Studio (by using the Toolbox pane).

dataclarity.tools.cognos-query-studio

Access Cognos Query Studio (by using the Toolbox pane).
dataclarity.tools.cognos-report-studio Access Cognos Report Studio (by using the Toolbox pane).

dataclarity.tools.cognos-workspace

Access Cognos Workspace (by using the Toolbox pane).

dataclarity.tools.cognos-workspace-advanced

Access Cognos Workspace Advanced (by using the Toolbox pane).

 

Administration

The following permissions are available for Configuration Manager.

Permission Allows you to

config-manager.access

Perform the following actions:

  • Configure the platform’s settings in Configuration Manager.

  • Access Kubernetes Dashboard.

  • Manage user authentication and authorization for the platform in Access Manager.