Category collaborator roles and permissions
Category collaborators have roles that provide permissions to perform actions in the category. You can assign predefined roles or create and assign custom roles.
Required permissions
You must have one of these user permissions to be a category collaborator:
- Access governance artifacts
- Manage governance categories
- Administer governance artifacts
A predefined user group, Public access, represents every user who has permission to be a category collaborator.
Multiple roles in the category hierarchy
Category collaborator roles are cumulative down the category hierarchy:
- A category collaborator can have more than one role assigned.
- Subcategories inherit the category collaborators with their corresponding roles from all parent and higher-level categories. You can't reduce permissions at lower levels in the hierarchy.
- For all roles except the Owner role, or a custom role with the ownership permission, collaborators in a subcategory have the roles that they are assigned in the subcategory plus the roles that they are assigned in all higher-level categories.
- Collaborators can have the Owner role, or a custom role with the ownership permission, for only the first category that they create in a category hierarchy. When they create subcategories, they are not assigned more roles with ownership permission.
With the Admin role, you can add, remove, or change the role of collaborators with any role except the Owner role. You must have the Owner role to assign the Owner role or remove collaborators who have the Owner role.
If you use custom roles, you must have a role with the ownership permission to assign a role with the ownership permission to collaborators, or to remove collaborators who have a role with the ownership permission.
Predefined roles
The predefined category collaborator roles provide permissions to perform the actions in the following table. The permissions for artifacts apply to artifacts that have a primary relationship with the category.
Action | Viewer | Reviewer | Editor | Admin | Owner |
---|---|---|---|---|---|
View categories and artifacts | ✓ | ✓ | ✓ | ✓ | ✓ |
Export categories and artifacts | ✓ | ✓ | ✓ | ✓ | ✓ |
View draft artifacts | ✓ | ✓ | ✓ | ✓ | |
Manage artifacts | ✓ | ✓ | ✓ | ||
Manage nonowner collaborators | ✓ | ✓ | |||
Create, edit, or import subcategories | ✓ | ✓ | |||
Manage owner role | ✓ | ||||
Delete categories | ✓ |
You can't modify or delete the predefined category roles.
If the predefined roles do not satisfact your business needs, you can create your own custom roles. See Custom category roles.
Learn more
Parent topic: Categories