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Documentation

Setting permissions for collections

After you have created your collections, assign permissions to members and groups. To learn about planning collections and permissions for collections, see this documentation.

How to get started if you want to apply permissions to collections
  1. Determine what permissions you want to grant to all members of the organization for all metadata resources in the catalog

    • Default for new organizations: All members have NO access to all metadata catalog resources. This allows you to control access while setting up your catalog.

    • Recommended: Once your catalog is ready to be shared, we recommend you give all members View access to all metadata catalog resources.

  2. Determine what permissions you want to grant to specific groups of the organization for all resources in the catalog.

    • Fixed permission for Admins group: Manage access to all catalog resources, datasets & projects.

    • Fixed permission for Authors group: Edit access to all catalog resources.

    • Recommended: Add a Catalog Admins group and grant Manage access to all catalog resources.

  3. Determine what additional groups are needed to manage the content within the collections.

    • Member Group: Name the user groups and set their description. If you plan to use the group for collection-based access, you will likely want to leave the Group Access roles undefined - as you will set the roles for the collection when you assign the group to one or more collections.

    • Recommended: If the content is organized by domain, create an administrator group per domain. We recommend you name the user groups to reflect both the collections and role it will be assigned. For example, the Marketing Admin group is named as such because it will be assigned to the Marketing collections with the role of Manage.

    collection_permission_planning.png
  4. Assign groups (and permissions) to collections.

    Note

    To learn everything about creating and managing user groups, please see this documentation.

Assigning permissions

To assign permissions to collections:

  1. Go to the Organization Profile page.

  2. Locate the collection for which you want to adjust the permissions.

  3. Click the Grant access to all members button to give all users access to the collection.

    collection_permission_02.png
  4. In the Grant access window, the organization name is selected by default and you can't change that. Set the permissions by selecting one of the following: View, Edit, Manage. Click the Grant access button.

    collection_permission_03.png
  5. If you want to give access to only selective members and user groups, click the Grant access button on the Settings tab. In the Grant access window, search for the member or group that you want to give access to the collection. Select one of the permissions: View, Edit, Manage. Click the Grant access button.

    collection_permissions.png