Creating Roles

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

The Resource Manager page appears. By default the Users tab opens.



2. Click the Roles tab.

3. Click .

The Role page appears.



4. Enter appropriate values in the fields. Fields marked with a red asterisk are mandatory. Refer to the following table for field descriptions.

Tab	Description
Role Name	Specifies the user-defined role name. For example, Data Steward_AsiaPacific.
Business Name	Specifies the user-defined business name. For example, Data_Steward_Mapping.
Role Type	Specifies the role type DI: Indicates that the role is available only for a Data Intelligence (DI) user BU: Indicates that the role is available only for a Business User (BU)
Role Description	Specifies the role description. For example, This role has access to the Resource Manager and Mapping Manager.

5. 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.
6. Click Save.

A role is created and added to the Roles list.

Once roles are created, you can create users and assign roles to them. For more information on managing resources, refer to the Managing Resources section.