Managing collaborators on platform connections

You can specify which users can create and manage the connections on the Platform connections page, which is part of the Platform assets catalog.

Required permissions
To complete this task, you must have the Admin role in the Platform assets catalog.

At a minimum, all platform users have the Viewer role on the Platform connections page.

A user or group can have the following roles on the catalog:

  • Admin: Manage connections and collaborators and use connections in projects.
  • Editor: Add connections to the catalog and use connections in projects.
  • Viewer Find connections and use connections in projects.

Users must have the appropriate credentials to access the underlying data source.

The Platform assets catalog roles provide the permissions in the following table.

Permissions in the Platform assets catalog
Action Viewer Editor Admin
View connections ✓ ✓ ✓
Use connections in projects ✓ ✓ ✓
Use connections in Data Virtualization ✓ ✓ ✓
Use connections in spaces ✓ ✓ ✓
View collaborators ✓ ✓ ✓
Add connections ✓ ✓
Modify connections ✓ ✓
Delete connections ✓ ✓
Add or remove collaborators ✓
Change collaborator roles ✓
Delete the catalog ✓

If a user is assigned multiple roles, the role with the highest level takes precedence. For example, if the All users group is given the Admin role, but an individual user is given the Viewer role, the user has the Admin role.

If you assign a user (or group) the same role that is assigned to the All users group, the user or group is not displayed separately in the list of collaborators. The user or group is included in the All users entry. Only users or groups with a different role are displayed individually.

Adding collaborators

To add collaborators to the Platform assets catalog:

  1. Log in to the web client.
  2. From the navigation menu, select Data > Connectivity.
  3. Go to the Access control tab.
  4. Click Add collaborator.
  5. Select the role to give to the user or group.
  6. In the Collaborators field, start tying the name of the user or group and then select the user or group. You can specify multiple users or groups.
  7. Click Add.

If you assign the collaborator the same role as the All users group, the collaborator is included in the All users group and does not appear in the list of collaborators.

Changing collaborator roles

To change the role for a user or group:

  1. From the navigation menu, select Data > Connectivity and then go to the Access control tab.
  2. In the row for the user or group, select the new role in the Role column.

If you assign the collaborator the same role as the All users group, the collaborator is included in the All users group and the collaborator is removed from the list of collaborators.

Removing collaborators

To remove a user or group:

  1. From the navigation menu, select Data > Connectivity and then go to the Access control tab.
  2. In the row for that collaborator, click the Remove collaborator icon.

The collaborator is removed from the list of collaborators. However, the user is still included in the All users group.

Parent topic: Adding platform connections