Actions

What are actions?

Actions determine what type of activity can be performed by a given user. They are inherently linked to User roles and Groups. It is thanks to actions, that Portal's functionalities and capabilities can differ between users.

Actions can be divided into General actions, Basic actions, Advanced actions, and Community actions.

Repository vs object actions

Roles can be assigned in a global (repository) or local (object) scope. This also affects actions. If, for example, you are assigned as a Data Steward (a role with Assign Badges action enabled) only within a Sales database, you can assign Badges only to the Sales database; that option won't be available to you in other objects. In contrast, if you were assigned a Data Steward role at the repository level, you would be able to perform this action globally, across all objects in your repository.

General actions

General actions are tied to the most rudimentary functionalities of the portal. These actions will work, only if assigned in a Global (repository) scope.

• Access Dataedo Portal - this action allows users to log in. It is available to all roles
• Admin - this action allows you to access Portal's settings, like:
  • Edit and delete Users and User Groups; assign permissions
  • Modify which repository is used by your portal
  • Customize portal: modify the URL, alter the homepage, modify login options
  • Set up Dataedo Agent
  • Configure SMTP servers for e-mail notifications
  • And more
• Manage connections - this action allows users to set up and maintain connections to your Data sources, as well as schedule tasks (Data Quality, Data Profiling, Metadata Import etc.), and check their execution status

Basic actions

Basic actions are tied to basic functionalities of our portal and shape who, and how can interact with your organization's resources.

• Edit Documentation - this action allows users to modify the documentation of data assets within the Data Catalog
• View Documentation- this action allows users to view the documentation of data assets within the Data Catalog. It is available to all roles
• View History - this action allows users to view the history of changes to documentation
• View Schema Changes - this action allows users to see the history of changes to Table and Database schema

Advanced actions

Advanced actions correspond to more advanced functionalities of Dataedo portal.

• Assign Badges - this action allows users to add Data Quality Badges to data assets, highlighting important objects
• Generate Descriptions Powered By AI - this action allows users to use configured LLM models for autodocumentation purposes
• Manage External Queries - this action allows users to create single-use and reusable custom Data Quality rules using queries
• View Connection Info - this action allows users insights into set-up of connections like host and port; it also enables viewing dependencies in the Table view
• View Data Profiling stats - this action allows users to access the distribution and row count statistics from Data Profiling
• View Quality and Profiling data - this action allows users to view results of Data Quality and Profiling runs (like View data Quality and Profiling data), with additional access to sample data and values for profiled tables.
• View scripts - this action allows browsing and searching through scripts

Community actions

Community actions allow for contributions and edits in the Community tab.

• Edit community - this action allows users to add, as well as edit and delete their own comments in the community tab
• View community - this action allows users to access the community tab and all comments left within it

Other mechanisms

ERD (Entity-relationship diagram)

Objects visible in any ERD in our system are filtered based on user actions. This means, that you will see only the objects for which you have the View documentation action enabled.

Data Lineage

Since viewing only part of the Data Lineage Diagram might lead to false conclusions, we agreed on an all-or-nothing solution here.

Full lineage diagrams are visible to all users with View documentation action enabled for a given object. However, you will not be able to access an advanced overview of sources within the lineage that you are not permitted to view.

Actions overview

You can cross-reference the table below to quickly check which actions are enabled for specific User types.

tip

Select an action category from the dropdown selector to view available action types for each Dataedo role.

General actions

General actions

Community actions

Basic actions

Advanced actions

Action	Admin	Approver	Connection Manager	Data Community Member	Data Steward	Explorer	Power Data Steward	Viewer
Access Dataedo Portal
Admin
Manage Connections