Role-Based Permissions in Dataedo
This article explores the different user roles in Dataedo and the permissions associated with each role. Understanding these roles is essential for managing user access, permissions, and responsibilities within the system.
Check sections below to learn more details about each role and its permissions, or go directly to the permissions matrix to see a summary of all permissions.
Admin
Admins have the highest level of control in the system, overseeing user management, permissions, and system-wide settings. They ensure that the platform is configured correctly and that users have the appropriate access.
Admins oversee how metadata is imported and structured. They can also review, edit, and manage documentation, ensuring that organizational knowledge is up-to-date. Additionally, they have visibility into advanced data profiling statistics and can generate AI-powered descriptions for efficiency.
Admin
Can manage users and permissions.
General
Community
Basic
Advanced
Approver
Approvers play a critical role in maintaining content quality by reviewing and approving documentation before it is published or finalized.
Their primary responsibility is to ensure that documentation meets organizational standards and follows compliance guidelines. While they do not manage users or system configurations, they are responsible for verifying the accuracy of metadata and approving content changes.
Approver
Can be assigned to approve objects in workflows statuses.
General
Community
Basic
Advanced
Connection Manager
Connection Managers are responsible for managing database integrations, ensuring that metadata imports, data quality checks, and profiling data are updated regularly. They play a key role in maintaining the integrity of the system’s metadata by ensuring that connections to various data sources remain functional.
In addition to configuring connections, they have visibility into schema changes, documentation, and profiling statistics but do not edit the documentation itself.
Connection Manager
Can manage connections and schedule Metadata Imports, Data Quality runs and Refreshing Profiling Data.
General
Community
Basic
Advanced
Data Community Member
Data Community Members engage with the documentation by exploring, reviewing, and contributing insights. Their role revolves around collaboration, as they can participate in discussions and provide feedback on documentation.
While they do not have editing permissions, they can access metadata, comment on changes, and review profiling data to better understand system structures.
Data Community Member
Can explore and comment on documentation.
General
Community
Basic
Advanced
Data Steward
Data Stewards serve as custodians of documentation, responsible for maintaining, improving, and structuring knowledge across the system. They ensure that metadata remains accurate, up-to-date, and well-documented.
They also manage community contributions, ensuring that discussions and edits align with organizational goals. In addition to documentation management, they can assign badges, generate AI-powered descriptions, and oversee data profiling details.
Data Steward
Can edit whole documentation and community.
General
Community
Basic
Advanced
Explorer
Explorers have read-only access to the documentation and its metadata. Their primary responsibility is to navigate and understand the system’s data landscape without making modifications. This role is suitable for users who need insight into database structures but do not require editing privileges.
Explorer
Can browse whole documentation in read-only mode.
General
Community
Basic
Advanced
Power Data Steward
Power Data Stewards extend the responsibilities of a Data Steward by gaining additional privileges to manage external queries and integrations. Their role involves maintaining high-quality documentation while also handling external metadata sources. They play a key role in connecting internal and external datasets while ensuring documentation integrity.
Power Data Steward
Can edit whole documentation, community and manage external queries.
General
Community
Basic
Advanced
Viewer
Viewers have the most restricted level of access, allowing them to browse documentation and metadata in a read-only format. They are typically users who need to refer to existing knowledge without making modifications.
Viewer
Can browse non-sensitive documentation in read-only mode.
General
Community
Basic
Advanced
Permissions matrix
The following table provides an overview of the permissions associated with each role in Dataedo:
| Action | Admin | Approver | Connection Manager | Data Community Member | Data Steward | Explorer | Power Data Steward | Viewer |
|---|---|---|---|---|---|---|---|---|
| Access Dataedo Portal | ||||||||
| Admin | ||||||||
| Manage connections |
