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Editing Roles and Groups

Edit the roles and groups to which a user is assigned.

Editing a User's Roles

You can change whether a user has the admin role. For a non-admin user, you can edit the user's roles on a per-policy basis.

Editing a User's Admin Role

If you assign the admin role to a user, the user can access all Tamr Core resources, including all projects and datasets.

To change a user's admin role setting:

  1. In the top-right corner, select Users and Groups.
  2. On the Users page, move your mouse over the row for the user, and select the pencil edit iconedit icon.
  3. In the Edit user dialog, toggle Admin to enable or disable the admin role for the user.
  4. Select Update user.

Editing a User's Non-Admin Policy Roles

A user's non-admin roles are assigned on a per-policy basis.

Note: If the user is assigned to one or more groups, the user inherits policy permissions from those groups.

To edit a user's policy roles:

  1. In the top-right corner, select Users and Groups.
  2. On the Users page, select the link in the Member of Policies column for the given user.
    The Policy membership dialog opens.
  3. To add new policy roles for the group:
    a. Select add add iconadd icon for a specific project.
    b. Select the user's role for that policy.
  4. To change user's role a policy:
    a. Select remove closeclose for the policy.
    b. To set a new role for that policy, select add add iconadd icon for the policy and then select the role.
  5. Select Save.

Editing a User's Groups

Users inherit policy permissions from the groups to which they belong.

To edit a user's groups:

  1. In the top-right corner, select Users and Groups.
  2. On the Users page, move your mouse over the row for the user, and select the pencil edit iconedit icon.
  3. In the Edit user dialog, select the pencil edit iconedit icon next to Member of groups.
  4. Select the checkboxes for the groups to which to add the user. De-select the checkboxes for groups from which to remove the user.
  5. Select Update user.

Editing a Group's Roles

You can change whether a group has the admin role. For a non-admin group, you can edit the group's roles on a per-policy basis.

Note: If Tamr is integrated with LDAP, groups are automatically migrated.

Editing a Group's Admin Role

If you assign the admin role to a group, all users in that group can access all Tamr Core resources, including all projects and datasets.

To change a group's admin role setting:

  1. In the top-right corner, select Users and Groups.
  2. Select the Groups page.
  3. For the given group, select the link in the Admin column.
  4. In the Edit group dialog, toggle Admin to enabled or disabled.
  5. Select Update group.

Editing a Group's Non-Admin Policy Roles

A group's non-admin roles are assigned on a per-policy basis. Group role assignments apply to all users in the group.

To edit a group's policy roles:

  1. In the top-right corner, select Users and Groups.
  2. Select the Groups page.
  3. For the given group, select the link in the Member of Policies column.
    The Policy membership dialog opens.
  4. To add new policy roles for the group:
    a. Select add add iconadd icon for a specific project.
    b. Select the group's role for that policy.
  5. To change a given group's role a policy:
    a. Select remove closeclose for the policy.
    b. To set a new role for that policy, select add add iconadd icon for the policy and then select the role.
  6. Select Save.

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