Business Glossary Best Practices

Business Glossary Best Practices

Roles and Permissions in the Analyst Tool

Roles and Permissions in the Analyst Tool

A glossary administrator manages the privileges, roles, and permissions of the users and groups within the Analyst tool.
Users can perform tasks based on the roles, privileges, and permissions that you assign to them. Privileges and roles that you assign to a user determine the actions that the user can perform. Privileges and roles that you assign to a group determine the actions that all users in the group can perform. Permissions that you assign to a user determine the Glossary assets that the user can access. Use permissions to hide Glossary assets and to provide read and write access to glossaries, business terms, policies, and categories.

Default Roles

You can assign the following default roles to users and groups in the Analyst tool:
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.
There are no default roles for owners and Glossary consumers. You can assign privileges to users who are owners and Glossary consumers based on the tasks you want the users to perform.

Privileges

The following table describes the privileges in the Glossary Security workspace:
Privilege
Description
Add Comments
View or add comments.
Administer Users
Assign permissions and privileges to other users.
Assign Stakeholders
Assign a stakeholder to a Glossary asset.
Assign Stewards
Assign a data steward to a Glossary asset.
Create Drafts
Create draft versions of Glossary assets.
Delete Drafts
Delete draft versions of Glossary assets.
Edit Templates
Configure Glossary asset and business initiative templates.
Import and Export
Import or export a glossary.
Manage Initiative
Publish or reject Glossary assets that are part of a business initiative.
Publish Glossary Assets
Publish a Glossary asset after the approval process.
View Assets
View external asset links such as data assets and rule assets.
View Drafts
View draft versions of Glossary assets.

Permissions

Assign permissions to a user or group to control access to glossaries and Glossary assets.
You can assign the following permissions to users:
Option
Description
Allow
Permits the user to view or edit the Glossary asset.
Deny
Prevents the user from viewing or editing the Glossary asset.
When you assign a role to a user, the Analyst tool does not explicitly assign the read permission. To provide access to glossaries and Glossary assets, assign the
Allow
permission.

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