Set permissions for a dataset

By setting permissions for a dataset, you define the level of access that groups or users have for the dataset.

When setting permissions, consider the following rules:

  • User-level permissions take priority over group-level permissions.

    Example: If a user is allowed to edit a dataset, but at the same time, this user is a member of a group that does not have the permission to edit, the user will still have the capability to edit the dataset.

  • The most restrictive permissions take priority when a user belongs to several groups at the same time.

    Example: A user belongs to both groups, Group A and Group B. Group A can edit the dataset, but Group B does not have this permission. The user will not be able to edit the dataset.

Prerequisites

  • You have a dataset in the Datasets pane.

  • You have all the necessary role permissions granted by an administrator in Access Manager.

    dataprep.access

    dataprep.dataset.set-permissions

  • For the content in Shared with me, you need to have the View, Set permission shared content permissions granted by the sharer.

Procedure

  1. On the sidebar, click Datasets.

    The Datasets pane appears.

    Tile view is selected by default.

  2. Point to More actions, and then select Share > Set permissions.

    The Dataset permissions dialog appears, with the Groups option selected.

  3. Specify for whom you want to set permissions for the dataset. You cannot simultaneously add groups and users in one step.

    • To add groups – Click the Groups tab, and then click the appropriate groups in the list.

    • To add users – Click the Users tab, and then click the appropriate users in the list.

    The selected groups or users appear in the list of the recipients. To remove a recipient from the list, click next to the corresponding name.

  4. Click Add.

    The selected recipients appear in the list in edit mode.

  5. Define the permissions for each recipient.

    The following permissions can be set for a dataset.

    Note: The options that are allowed for a recipient also depend on the recipient’s role permissions granted in Access Manager. For details, search for “Permissions” in Access Manager Online Help.

    Permission Recipient is allowed to
    View

    View the dataset with the following options on the menu:

    • Explore
    • Modify
      • Change color

      • Tags (add private tags)

    • Analyze with
    • Data connections (if any)
    • Remove from list
    Duplicate

    Create copies of the dataset. The following option appears on the menu:

    • Duplicate
    Share

    Reshare the dataset. The following option appears on the menu:

    • Share
      • Share
    Edit

    Modify the dataset. The following options appear on the dataset menu:

    • Modify
      • Edit
      • Reupload
      • Rename
      • Add description
      • Tags (add public tags)
      • Cache
        • Clear
        • Configure
    • Certify / Edit certification

    Important: If multiple users are editing the dataset at the same time, the last saved changes are applied.

    Important: Recipients with the Edit shared content permission can add data to the dataset by creating a new connection. If they delete this connection, they will delete the shared dataset too.
    Set permission

    Manage permissions for groups and users in the Dataset permissions dialog.

    The following option appears on the dataset menu:

    • Share
      • Set permissions

    You can select a role, which is a preset group of permissions.

    You can select one of the following roles to grant a preset group of permissions:

    • Viewer – View, Duplicate, Share
    • Author – View, Duplicate, Share, Edit
    • Manager – View, Duplicate, Share, Edit, Set permission.
    • Custom – A set of permissions that does not correspond to any of the roles.
    • None – To deny all the permissions. This option is needed, for example, when you granted some permissions to a group but want to deny access for a specific member of a group.

    To change permission, click Denied or Allowed. The role name changes automatically depending on the granted permissions.

    To grant or deny all permissions, point to More actions, and select the needed option.

  6. Click Apply to save the permissions for the added recipients.

    Now you can add more recipients to the list, either groups or users.

  7. To edit the permissions for a recipient, point to More actions, and click Edit. After your changes, click Save on the right side of the row.

    To remove a recipient, point to More actions on the corresponding row and click Delete.

  8. Click Close.

    For the recipients, the dataset appears under Shared with me on the Datasets pane with the corresponding permissions. The data and AI connections that are used in the dataset are not shared.