Creating Roles

Use roles to assign access-level permissions to users. While few roles are available by default in erwin DI Suite, you can create custom roles.

The Administrator role is system-generated and you cannot edit or delete it.

To create roles, follow these steps:

  1. Go to Application Menu > Data Catalog > Resource Manager.
  2. The Resource Manager page appears. By default the Users tab opens.

  3. Click the Roles tab.
  4. Click .
  5. The Role page appears.

  6. Enter the Role Name and Role Description.
  7. For example:

    • Role Name: Data Steward_UK
    • Role Description: The role has access to the Resource Manager and Mapping Manager.
  8. Under the Permissions Tree section, select the check box for the modules or the permission object to which you want to grant access to the role.
  9. Click Save.
  10. A role is created and added to the Roles list.

Once a role is created, you can:

You can also manage roles by using the options available on clicking the role. Managing roles involves:

  • Editing roles
  • Deleting roles
  • Cloning roles