Roles
A role is a collection of privileges that you assign to a user or group. You can use default roles or create custom roles.
Default Roles
Default roles are based on frequently performed tasks that users perform.
You can assign the following default roles to users and groups:
- Glossary administrator
- The service administrator assigns the glossary administrator role to a user who manages users and templates for a glossary.
- The glossary administrator performs the following tasks:
- - Assigns permission to users who access Glossary assets.
- - Assigns data steward and stakeholder roles to users who create content and participate in the review of Glossary assets.
- - Creates custom roles and assigns custom roles to users.
- - Modifies Glossary asset and business initiative templates to customize the layout and properties of the glossary.
- - Imports or exports glossaries.
- Data steward
- The glossary administrator assigns a data steward role to a user who creates and manages Glossary assets.
- The data steward performs the following tasks:
- - Defines categories, policies, and business terms.
- - Proposes a Glossary asset for review.
- - Collaborates with the stakeholder and publishes the Glossary asset after approval.
- - Updates the Glossary asset based on the requirements of the organization.
- Stakeholder
- The glossary administrator assigns a stakeholder role to a subject matter expert who reviews draft Glossary assets.
- The stakeholder performs the following tasks:
- - Reviews a draft Glossary asset and collaborates with the data steward to propose modifications.
- - Adds a comment to the Glossary asset to communicate the approval status.
Custom Roles
A custom role is a role that you create, edit, and delete based on the needs of the organization. The custom role that you create in one glossary is available in all glossaries.
Some functional roles, such as the business term owner, are not associated with a default role. Create a custom role for the owner and assign privileges for tasks that an owner might perform. For example, the owner might require privileges to assign stakeholders. Assign the privilege to assign stakeholders to the custom owner role.
Creating a Role
Create a role if the default roles in Business Glossary do not meet the requirements of the organization.
1. In the Glossary Security workspace, click the Privileges tab.
The list of users and groups appears in the Users and Groups panel.
2. From the Actions menu, select Role Management.
The Role Management dialog box appears.
3. In the section, click the Add icon.
4. Specify a name and description for the role.
5. Select the privileges that you want to add to the role.
6. Click Save.