Edit assessment permissions

Assessment permissions control who can view or edit an assessment. You can edit the view permissions and the assignment of an assessment, regardless of its status.

Note 
  • If you have the Sysadmin global role, you can also edit the ownership of an assessment, regardless of its status.
  • When you edit the permissions of a submitted assessment, a comment showing the new permissions is automatically added to the History tab of the linked asset.
Important 

In Collibra 2024.02, we've launched a new user interface (UI) in beta for Collibra Data Intelligence Cloud! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

Steps

  1. Open Assessments.
  2. Click the assessment for which you want to edit the permissions.
  3. Click Edit, and then click the Properties tab.
  4. In the View Permissions subsection, select one of the following options:
    • Everyone: The assessment will be visible to everyone.
    • Only Owner and Assignees: The assessment will be visible to only you and the assignees that you select in the Assignees field.
  5. In the Permission to View subsection, select one of the following options:
    • Everyone: The assessment will be visible to everyone.
    • Only Owner and Assignees: The assessment will be visible to only the owner and the assignees that you select in the Assignees field.
  6. In the Edit Permissions subsection, in the Assignees field, select the names of the users to whom you want to provide the ability to view or edit the assessment.
    Tip For more information about the permissions that the assignees have, go to Assessment permission details.
  7. In the Permission to Edit subsection:
    • In the Owner field, select the name of the user to be the owner of the assessment.
    • in the Assignees field, select the names of the users to whom you want to provide the ability to view or edit the assessment.
    Tip For more information about the permissions that the assignees have, go to Assessment permission details.
    8. Note If you are an administrator and want to change the owner of the assessment, in the Owner field, select the name of the new owner.
  8. Click Save.