Configure access requests

Note Roles in Data Access are not the same as global or resource roles.

You can define which asset types support linking to Data Access. This allows an asset owner to link their asset to a Data Access role. Once the asset is linked, users can request access from the asset page to all the physical data objects that are included in that role.

Prerequisites

You have a global role with the Data Access > Manage Settings global permission, for example, the Data Access Admin global role.

Steps

  1. On the Data Access landing page, in the left pane, click Settings.
  2. On the Access requests page, click Add asset type.
  3. In the Add asset type dialog box, enter the required information, and then click Add.
    FieldDescription
    Asset typeThe asset type that you want to enable for access requests.
    Relation types (optional)

    Explicit or derived relation types that connect the selected asset type to the data objects in Data Access.

    If you leave this field empty, asset owners can link their assets only to existing roles. If you fill this field, they can choose to create new roles when linking. In creating a new role, Data Access scans the relation paths in the selected relation types to populate the new role with the correct data objects.

    Link to role categoryThe category of the roles to which the assets can be linked. This restricts the roles that asset owners can select to only those that belong to the selected category.
    Assets of the selected type can now be linked to roles in the selected category.
  4. If you want external approval to be required before access requests go to the data owners for approval, in the Custom workflow section, select an approval workflow, and then click the checkmark icon. If you do not select an approval workflow, access requests go directly to the data owners for approval, or are automatically approved if the requester has on-request (preapproved) access.

What's next

Link asset to role

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