Creating Roles

Roles enable you to assign access-level permissions to users. While few roles are available by default in erwin DI Suite, you can create your own roles.

Note: The Administrator role is system-generated and cannot be edited or deleted.

To create roles, follow these steps:

  1. Go to Application Menu > Data Catalog > Resource Manager.
  2. Click the Roles tab.
  3. Right-click the Roles node and then click New Role.

    4. The New Role page appears.

  4. Enter Role Name and Role Description.

    5. For example:

    • Role Name - Mapping Admin
    • Role Description - The role has access to Resource Manager, Metadata Manager, and Mapping Manager.
  5. Under the Permissions Tree, select the check box against the modules or the permission object to which you want to grant access to the role.
  6. Click .

    7. A role is created and added to the Roles tree.

Once a role is created, it can be assigned to users. For more information on assigning roles, refer to Creating Users and Assigning Roles topic.

Managing roles involves:

  • Editing or deleting roles
  • Cloning roles