Configuring dataset recipient roles

This document outlines the steps for setting up Dataset Recipient roles, providing members with access to datasets at various levels.

Possible levels are:

  • Manage dataset
  • Manage dashboards
  • View dashboards

For more information on possible permissions, see RBAC permissions.

Within this context, three distinct dataset roles—Data Admin, Analyst, and Visual Consumer—are established for each of the three organization groups: Marketing, Sales, and Operations.

The steps for creating the role Marketing Data Admin:

  1. On the main navigation bar, click the Gear icon, and select Manage Roles.
  2. In the Roles interface, start the new role by clicking New Role.
  3. In the Role definition interface, enter the following information:
    • Name: Marketing Data Admin
    • Description: Creates datasets, can grant access to their datasets.

    At a later time, we plan to define the privileges and the membership of the role.

  4. Click SAVE.
  5. Cloudera Data Visualization generates a success message.
  6. Repeat the previous steps to generate a total of 9 (nine) new roles, with the following names and descriptions:
    Table 1. Roles that receive access to new datasets
    Role Name Description
    Marketing Data Admin Creates datasets, can grant access to their datasets.
    Marketing Analyst Can create dashboards.
    Marketing Visual Consumer Can view dashboards.
    Sales Data Admin Creates datasets, can grant access to their datasets.
    Sales Analyst Can create dashboards.
    Sales Visual Consumer Can view dashboards.
    Operations Data Admin Creates datasets, can grant access to their datasets.
    Operations Analyst Can create dashboards.
    Operations Visual Consumer Can view dashboards.

After completing these steps, the list of roles should appear similar to this: