Manage scopes
You can create, edit, and delete scopes.
Choose an option below to explore the documentation for the latest user interface (UI) or the classic UI.
Create a scope
You can create a scope, for example, if you want to create a specific assignment for assets in a certain community.
Prerequisites
- You have a global role with the Product Rights > System administration global permission.
- Scope use is enabled in your Collibra environment.
Steps
- Open the Scopes page.
-
On the main toolbar, click
→
Settings.
The Settings page opens. In the Operating model section, click Scopes.
The Scopes page opens.
-
On the main toolbar, click
- In the Scopes section, click Create.
The Create Scope dialog box appears. - Enter the required information.
Field Description Name The name of the scope. Description The description of the scope, for example to add extra details. - Click Save.
You can now edit the scope to add domains and communities to the scope. After that, create a scoped assignment for one or more asset types.
Edit a scope
You can edit a scope, for example, if you want to change which assignment is used for a certain community or domain.
Prerequisites
- You have a global role with the Product Rights > System administration global permission.
- Scope use is enabled in your Collibra environment.
Steps
- Open the Scopes page.
-
On the main toolbar, click
→
Settings.
The Settings page opens. In the Operating model section, click Scopes.
The Scopes page opens.
-
On the main toolbar, click
- If required, edit the name and description of a scope:
- Click
in the tile of the scope.
The Edit Scope dialog box appears. - Enter the required information.
Field Description Name The name of the scope. Description The description of the scope, for example to add extra details. - Click Save.
- Click
- If required, add communities and domains to or remove them from a scope in the Organization by Scope section:
- In the row of a community or domain, click
in the Belongs To Scope column.
The cell editor appears. - Type the name of the scope, or use the drop-down menu
.
-
Click
.
- In the row of a community or domain, click
If required, create a scoped assignment for one or more asset types.
Delete a scope
You can delete a scope, for example, if you want an asset type to use the default assignment.
When you delete a scope, the asset types that used this scope, revert to other custom scopes or, if there are no other custom scopes, to the default assignment.
Prerequisites
- You have a global role with the Product Rights > System administration global permission.
-
Scope use is enabled in your Collibra environment.
Steps
- Open the Scopes page.
-
On the main toolbar, click
→
Settings.
The Settings page opens. In the Operating model section, click Scopes.
The Scopes page opens.
-
On the main toolbar, click
- In the scope's tile, click
.
The Delete <scope name> dialog box appears. - Click Delete.