Create a permission template to add resources and authorize users - Data Management

A permission template groups instances, databases, and tables that share the same business attributes into a single unit. Instead of granting access resource by resource and user by user, create the template once, then authorize one or more users to manage everything in it.

The overall workflow is:

Create a permission template with a name and description.
Add the instances, databases, and tables you want to group.
Authorize users to manage the resources in the template.

Prerequisites

Before you begin, ensure that you have:

The database administrator (DBA) or DMS administrator role. To check your role, see View owned permissions.

Create a permission template

Log on to the DMS console V5.0.
Move the pointer over the icon in the upper-left corner and choose All Features > Security and disaster recovery (DBS) > Permission Center > Permission Templates.

Note
If you use the DMS console in normal mode, choose Security and disaster recovery (DBS) > Permission Center > Permission Templates in the top navigation bar.
Move the pointer over the icon in the upper-left corner and choose All functions > Security and Specifications > Permission Center > Permission Templates.
Note
In normal mode, choose Security and Specifications > Permission Center > Permission Templates in the top navigation bar.
On the Permission template page, click Create Permission Template.
In the Create Permission Template dialog box, enter a Template Name and Description, then click Confirm.
Add resources to the template using one of the following methods: From the template details page: On the Resource management tab, click Add Resource on the right side. Search for and select the instances, databases, and tables you want to add, specify permissions, and then click Confirm. From the Instances page:
1. In the top navigation bar, click Data Assets. In the left-side navigation pane, click Instances.
2. Search for and select the instances or databases you want to add, then click Add to Permission Template.
3. In the dialog box that appears, select the target permission template and click Save.
Note
Select a database before selecting tables within it. To remove a resource later, go to the Resource management tab, find the resource, and click Remove in the Operation column.
Authorize users to manage the resources using one of the following methods: From the template details page: Click Authorize. Select one or more users, specify the validity period, and then click Confirm. From the Users page:
1. In the top navigation bar, click O &M. In the left-side navigation pane, click Users.
2. Select the users to authorize, then click Authorize User.
3. From the drop-down list, select Authorize Permission Template. In the dialog box that appears, select the template, specify the validity period, and click OK.
Note
View authorized users and validity periods on the Authorization Records tab.

Manage permission templates

Edit a permission template

On the template details page, click Edit to update the name and description.

Note

Editing the name or description does not affect existing user authorizations — authorized users retain access to all resources in the template.

Duplicate a permission template

Use Create As to copy an existing template. The new template contains the same resources as the original.

On the Permission template page, find the template you want to duplicate and click Create As in the Operation column.
Enter a Template Name and Description.
Click Confirm.

Delete a permission template

On the Permission template page, find the template you want to delete and click Delete in the Operation column.