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Varicent ELT Help Center

Roles and Permissions

Abstract

Admin users can create and assign both default and custom roles within the Organization settings.

Admin users can create and assign both default and custom roles within the Organization settings. Assigning roles helps to maintain clarity and consistency in access control. Users may be assigned only one role at a time, and users cannot change their own roles.

Roles and permissions define access, with the system automatically hiding any UI components for which access is not granted. This not only streamlines the user interface but also prevents unauthorized interactions. Customizing roles ensures access is precisely tailored to the specific needs of different roles within the organization.

Users cannot delete roles that are currently assigned to anyone. Before a role can be deleted, it must not have any assignments.

Default roles include the Admin and Dashboard roles. For more information, see the Add team members documentation.

Custom roles activate or deactivate the View, Edit, and Delete permissions for the following modules:

  • Data

  • Connector

  • Pipes

  • Dashboard

  • Scheduler

  • Organization settings

Permissions and actions

The following table lists the type of permissions by module and the action the permission can perform.

Table 7. Permissions and actions

Module

Operation

Prerequisite permission

Action

Connector

View

Data view

  • View the import connector list.

  • View the export connector list.

  • Use connectors to import data.

Connector

Edit

Connector view

  • Create new connectors.

  • Edit import connectors

  • Edit export connectors.

Connector

Delete

Connector view

  • Delete import connectors.

  • Delete export connectors.

Data

View

Data

  • View the Data module.

  • View data imported into Varicent ELT.

Data

Edit

Connector view

Data view

  • Create a data source.

  • Edit a data source.

    Note

    Users must have both Connector and Data permissions.

Data

Delete

Data view

  • Delete a data source.

Pipes

View

Data view

  • View the Pipes module.

  • View the Pipes folder page.

  • View the Export module, including the Export log tab.

  • Download data from the Export log page

  • View the Pipe builder.

  • View pipe build history.

  • View data within all the tools of the pipe.

  • View tool configuration within the pipe.

  • View charts.

  • View pipe notes.

  • View unit tests and summaries.

  • Filter data in the row viewer.

  • Zoom to fit in the pipe.

  • Configure pipe export notifications.

Pipes

Edit

Pipes view

  • Edit a data source within a pipe.

    Note

    Users must have both Pipes and Data permissions.

  • Edit the configuration of any tools in a pipe.

  • Edit pipe names.

  • Edit the pipe thumbnail.

  • Add tools to the pipe.

  • Delete tools in a pipe.

  • Run or copy a pipe.

  • Export a pipe.

    Note

    Users must have both Pipes and Connectors permissions.

  • Auto arrange tools in a pipe.

  • Edit pipe notes.

  • View a saved pipe version.

  • Save a new pipe version.

  • Move a pipe to a different pipe folder.

  • Create or rename a pipe folder.

  • Create a chart.

    Note

    Users must have both Pipes and Data permissions.

  • Edit a chart within the pipe or dashboard.

    Note

    Users must have Pipes, Data and Dashboards permissions.

  • View or edit a blueprint.

  • Use the Varicent ELT Assistant.

  • Create and run unit tests.

Pipes

Delete

Pipes view

  • Delete pipes and folders.

  • Delete an export from the Export log.

  • Delete charts.

  • Delete unit tests.

Dashboards

View

Dashboards view

Data view

  • View Dashboards module.

  • View existing dashboards.

  • Share existing dashboards.

Dashboards

Edit

Dashboards view

  • Create a dashboard.

  • Edit a dashboard.

Dashboards

Delete

Dashboards view

  • Delete a dashboard.

Organizational settings

View

Organizational settings view

  • View Organizational settings from the drop-down.

  • View the Organization Settings tabs: Users, Audit Log and Encryption Key.

  • Users tab: View Members and their attributes and pending invites.

  • Audit log tab: Set date range, download and refresh the audit log.

  • Encryption key tab: Copy and download existing encryption keys.

Organizational settings

Edit

Organizational settings view

  • Users tab: Edit organizational name, invite and edit users.

  • Encryption key tab: Generate and delete encryption keys.

Organizational settings

Delete

Organizational settings view

  • Users tab: Delete users and pending user invites.

Scheduler

View

Scheduler view

  • View Scheduler module.

    Note

    Users must have Scheduler, Data and Pipe permissions.

  • View data refresh schedules.

    Note

    Users must have Scheduler, and Data permissions.

  • View pipe export schedules.

    Note

    Users must have Scheduler and Pipe permissions.

Scheduler

Edit

Scheduler view

  • Create or edit data refresh schedules.

    Note

    Users must have Scheduler and Data permissions.

  • Create or edit pipe export schedules.

    Note

    Users must have Scheduler and Pipes permissions.

Scheduler

Delete

Scheduler view

  • Delete data refresh schedules.

    Note

    Users must have Scheduler and Data permissions.

  • Delete pipe export schedules.

    Note

    Users must have Scheduler and Pipes permissions.



Add roles and permissions

Abstract

Give users specific roles and permissions based on their role within your organization.

Give users specific custom roles and permissions based on their role within your organization. Each custom role requires at least one permission. For more information on the types of permissions and roles that you can assign, see Permissions and actions.

Adding roles and permissions

  1. In Varicent ELT, click your username.

  2. Click Organization settings in the drop-down.

  3. Click the Roles tab.

  4. On the Roles page, click _Add_button.png

  5. In the Add role modal, enter a name for the new role, and then click Add.

    Note

    You can add permissions after you create the role.

  6. Click the permissions for each module functionality, such as Data or Pipe, to allocate each functionality with View, Edit , or  Delete  permissions. Then click Save.

Edit roles and permissions

Abstract

Edit users' specific roles and permissions based on their role within your organization.

Edit users' specific roles and permissions based on their role within your organization.

Editing roles and permissions

  1. In Varicent ELT, click your username.

  2. Click Organization settings in the drop-down.

  3. Click the Roles tab.

  4. On the Roles page, search the role that you want to edit.

  5. Click the desired permissions, and then click Save.

Renaming or duplicating roles

  1. In Varicent ELT, click your username.

  2. Click Organization settings in the drop-down.

  3. Click the Roles tab.

  4. On the Roles page, search for the role that you want to rename or duplicate.

  5. On the role, click the More options menu.png menu, and then click Rename or Duplicate.

    1. To rename a role, enter the new name in the Rename role window, and then click Rename.

    2. To duplicate a role, click on the permissions for the role, and then click Save.