Data Management:Manage permissions on a workspace

Roles and permissions

The following table describes the permissions that are supported for different roles. In the table, the following symbols are used:

• ✔️: The permission is supported.
• ❌: The permission is not supported.

• Workspace administrator: By default, the user who created the workspace is assigned this role. A Data Management (DMS) administrator or database administrator (DBA) can add users as workspace administrators. For more information, see Manage workspace members.
• Workspace members: Only workspace members can be the owner or a developer of a task flow. For more information, see Manage workspace members.
• Task flow owner: By default, the user who created the task flow is assigned this role. For more information about how to change the owner of a task flow, see Manage task flow members.
• Task flow developer: For more information about how to manage task flow developers, see Manage task flow members.
  Note Task flow developers can test a task flow as the owner of the task flow.
• DMS administrator or DBA: For more information about how to view the system role that you assume in DMS, see View owned system roles.

Manage workspace members

1. Go to the DMS console V5.0.
2. In the top navigation bar, click DTS. In the left-side navigation pane, choose Data Development > Data Warehouse Development.
3. Find the workspace that you want to manage and click Manage in the Operation column.
4. On the page that appears, click the Workspace Members tab in the lower left corner.
5. You can add or remove workspace members.
   • Perform the following steps to add a workspace member:
     1. Click Add Workspace Member.
     2. In the Add Workspace Member dialog box, select the required user from the Users drop-down list. You can enter a keyword to search for the user.
     3. Select one of the following options for the Role parameter:
        • Administrator
          Note To add a user as an administrator, make sure that the following conditions are met:

          • You are a DMS administrator or a DBA.
          • The user to be added is an owner of the test and online databases in the workspace.
        • Member
   • Perform the following steps to remove a workspace member:
     1. Find the member you want to remove from the workspace and click Remove in the Operation column.
     2. In the Confirm message, click OK.

Manage task flow members

1. Go to the DMS console V5.0.
2. In the top navigation bar, click DTS. In the left-side navigation pane, choose Data Development > Data Warehouse Development.
3. Find the required workspace and click Go to Workspace in the Operation column.
4. In the left-side navigation pane of the workspace, double-click the task flow that you want to manage.
5. In the lower part of the task flow details tab, click the Developers tab.
6. You can add or remove a developer for the task flow, and change the owner of the task flow.
   • Perform the following steps to add a developer for the task flow:
     1. Click Add Workspace Member.
     2. In the Add Task Flow Member dialog box, select the required user from the Users drop-down list. You can enter a keyword to search for the user.
        Note Only workspace members are displayed in the drop-down list.
     3. Click OK.
        Note Task flow developers can test a task flow as the owner of the task flow.
   • Perform the following steps to remove a developer for the task flow:
     1. Find the developer that you want to remove and click Remove in the Operation column.
     2. In the Confirm message, click OK.
   • Perform the following steps to change the owner of the task flow:
     1. Find the task flow owner and click Transfer in the Operation column.
     2. In the Transfer Role dialog box, select the required user from the Users drop-down list. You can enter a keyword to search for the user.
     3. Click OK.
        Note If the required user is a developer of the task flow, remove the user from the developer list before you transfer the owner role to the user.