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How to: Create and link an Access roles

How to: Create and link an Access roles

Applicable to Data Managers

Purpose of this article:

Add access roles so users can discover and raise the right access necessary to use data and analytical content

 

Instructions:

Creating an Access role

1. Click on the settings icon in the menu to display the Platform settings that you have access to

Select COLLECTIONS

 

2. You will now see all the current collections set up in K. Search or navigate to Access roles collection. Click to open the Access rolesl profile page


3. Click on ADD INSTANCE to add a new Access role instance

 

4. Fill in the Access role details and click SAVE

 



Linking a Table to an Access role

1. Navigate to a Table profile and click ADD. Select ADD ROLE

 

2. Select an Access role to add and click CLOSE

 

3. The Access role will be added to the profile. Users can view what roles are needed for access and see the details for requesting that access role.