Dataphin:Project role management

Limits

• Only super administrators, system administrators, and users with global role management permissions are authorized to create, clone, and manage project roles.

• Regular members are permitted to view role details.

Create a custom project role

1. Navigate to the Dataphin home page, select Management Center > Member Management from the top menu bar.

2. In the left-side navigation pane, choose Account Management > Project Role Management.

3. On the Project Role Management page, select the Dev Project, Prod Project, Basic Project, or Tag Project tab to access the project roles for the respective project.

4. Within the Dev Project, Prod Project, Basic Project, or Tag Project tabs, select Create Custom Project Role. Note that the Tag Project tab does not offer the option to Create Custom Project Roles.

5. On the Create Custom Project Role page, configure the role parameters as follows:

   Parameter		Description
   Basic Information	Project Mode	Select from Dev Project, Prod Project, or Basic Project.
   	Role Name	Name the role based on the business scenario, up to 64 characters. Role names must be unique within the same project. Within a single project, each role name must be unique.
   	Role Description	Provide a description based on the role's function and usage scenarios, not exceeding 512 characters, to facilitate identification.
   Project Permissions		Set up the role's permissions. For details on role permissions, refer to Project Role Permissions Description.

6. Click OK to finalize the creation of the custom project role.

   Selecting Cancel will discard the current configuration upon closing.

View and manage project roles

1. On the Project Role Management page, select the Dev Project, Prod Project, Basic Project, or Tag Project tab to view the list of project roles, including role names, descriptions, and other relevant information.

   • Project Role is categorized into System Role and Custom Role.

     • The System Role includes predefined roles such as Visitor, Data Visitor, Analyst, Developer, Project Administrator, and O&M.

     • The Custom Role is tailored to specific business scenarios. You can create up to 20 custom project roles. For instructions on creating a new role, refer to Create a Custom Project Role.

   • The Role Description provides an overview of the project role's permissions, aiding in understanding the role's capabilities.

2. Within the project role list, you have the ability to view, reference, clone, edit, and delete project roles. The Dev Project, Prod Project, and Basic Project support identical operations. However, the Tag Project is limited to supporting only the Viewing Project References function.

   The available operations and their descriptions are as follows:

   Note

   • The System Role supports operations such as Enable, View Role Details, View Project References, and Clone as Custom Role.

   • The Custom Role allows for Enable, View Role Details, View Project References, Edit, Clone as Custom Role, and Delete operations.

   Operation	Description
   Enable	Enables the activation of disabled project roles. To enable a role, toggle the switch in the Enable column for the desired project role. Once enabled, the role can be assigned and used normally.
   Disable	Allows for the disabling of previously enabled project roles. Toggle the switch in the Enable column for the target project role. Confirm the action in the dialog box that appears by clicking OK. Once disabled, the role will no longer be available for assignment or use. Note Roles such as Project Visitor and Project Administrator cannot be disabled. If no member references the project role, it can be disabled directly. Otherwise, members must be reassigned to a different role before disabling.
   View Role Details	To view the Basic Information and Permissions Within The Project, click on the Actions column corresponding to the desired project role icon. This will take you to the project role details page. To edit custom roles, navigate to the project role details page and click Edit Configuration to update the Basic Information and Project Permissions.
   View Project References	To see which projects reference a role and the number of references, click the icon in the Actions column. A dialog box will display the relevant information.
   Clone as Custom Role	This function allows you to duplicate an existing project role as a custom role, which can then be fully modified. To clone a System Role: Click the icon in the Actions column of the desired system role. On the Clone Custom Role page, adjust the Basic Information and Project Permissions as needed. Confirm by clicking OK. To clone a Custom Role: Select the icon in the Actions column of the target custom role and choose Clone As Custom Role. Modify the Basic Information and Project Permissions on the Clone Custom Role page. Finalize the process by clicking OK.
   Edit	To modify all information except the project type for a target custom role, click the Actions icon in the Except for the project type column.
   Delete	Remove custom roles that are no longer needed or in use. Roles must be disabled prior to deletion. In the Actions column, click the icon for the custom role and select Delete. Confirm the deletion in the dialog box by clicking OK.