Edit assessment permissions

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Data Intelligence Platform! 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:

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. 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.

Note If you are an administrator, you can also change the owner of an assessment, regardless of its status.

Before you begin

You have a global role that has the Assessments > Conduct assessments global permission.

Steps

  1. Open Assessments.
  2. Click the assessment whose permissions you want to edit.
  3. Click Edit, and then click the Properties tab.
  4. Click Edit or Edit Permissions.
    Tip If the button isn't visible, click the More menu.
    5. SectionOptionDescription
    Permission to ViewView PermissionsEveryoneAssessment will be visible to everyone.
    Only Owner and Assignees Assessment will be visible to only the owner and the assignees that you select in the Assignees field.
    Permission to EditEdit PermissionsAssigneesNames of the users who should be able to view or edit the assessment.
    Tip 
    • 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.
    • For more information about the permissions that the assignees have, go to Assessment permission details.
  5. Click Save.