2024.05 permission updates
Starting with Collibra version 2024.05, there are new permissions that help you manage user access at a more granular level.
New global permissions in Collibra 2024.05
| Global permission | Description | Required license | New license |
|---|---|---|---|
| Assessments > Conduct Assessments | Allows users to conduct, edit, copy, delete, and make assessments obsolete, including only public assessments and those that they own or are assigned. | Standard | Contributor |
| Assessments > Manage Templates | Allows users to view, create, edit, and manage assessment templates. | Standard | Creator |
| Data Notebook > Manage all notebooks | Allows users to manage notebooks. A user who has this permission can view the content in all the notebooks regardless of who created the notebooks, even including private notebooks via direct links. Therefore, consider giving this permission to only users who have the Sysadmin global role. | Standard | Creator |
| Data Notebook > Manage data sources | Allows a user to register data sources for Data Notebook and also remove the registered data sources. | Standard | Creator |
| Data Notebook > Manage settings | Allows a user to customize settings for Data Notebook, such as chart colors and number formatting in query results. | Standard | Creator |
| Product Rights > AI Governance | Allows users to access AI Governance. | Read-only | Viewer |
| Product Rights > Data Notebook | Allows users to access Data Notebook and create notebooks. | Standard | Contributor |
| Product Rights > Data Quality | Allows users to access the assets, relations, and workflows required to support the integration of Collibra Data Intelligence Platform with Collibra Data Quality & Observability. | Read-only | Viewer |
| Product Rights > Guided Stewardship | Allows users to access Guided Stewardship tools such as the Physical Data Connector. | Read-only | Contributor |
| Workflow > Participate in workflow | Allows users that meet workflow task configuration requirements to be assigned and complete workflow tasks. | Read-only | Contributor |
| Workflow > Start workflow | Allows users that meet workflow configuration requirements to start workflows. | Read-only | Contributor |
Important changes
Starting with Collibra version 2024.05 and the introduction of new global permissions, users that require access to the following products or features must now have a global role with the new permissions for these products or features:
- Workflows: Start workflow and Participate in workflow for users that are required to start a workflow or complete a workflow user task. To take full advantage of the new permissions, add them just to the roles that require them. To keep the current functionality as it is and allow all users to start and participate in workflows, create a new global role that has both the permissions and add the Everyone group as a member.
Learn more about How to manage the new workflow permissions on the Developer Portal.
Note Although these permissions require a Read-only license, when users who do not consume a Standard license participates in or starts a workflow, they retain their Read-only license but are counted against a Standard license for the current calendar month. This number is then reset at the start of the following calendar month.
Important- These permissions are not included by default in any global role. You must assign the permissions to the global roles that you want to be able to perform these actions.
- Users that have a global role with the Workflow Administration or System administration global permissions do not require these permissions explicitly.
- Users without the Start workflows permission might not be able to see the
global create button anymore.
- Assessments: Conduct Assessments and Manage Templates for users that are required to conduct assessments from existing templates or create new templates and manage existing templates.
- Product Rights:
- Data Quality for users that require access to the Data Quality tab and its functions on Catalog table and column assets.
- Guided Stewardship for users that require access to tools such as the Physical Data Connector.
- Data Notebook (new) for users that require access to the new Collibra Data Notebook product.
- AI Governance (new) for users that require access to the new Collibra AI Governance product.
- Data Notebook (new) is a suite of functionality that enables analysts to connect to, query, and derive insights from the data sources available in Collibra. Through an intuitive notebook editing experience and built-in SQL editor, they can create, share and reuse information-rich notebooks, enabling sharing and discovering insights driven by data:
- Manage all notebooks (new) for administrators that are required to access and manage all data notebooks in Collibra.
- Manage data sources (new) for administrators that are required to manage all Data Notebook data sources, defining which data sources can be queried through data notebooks.
- Manage settings (new) for administrators that are required to manage the settings of their Data Notebook experience.