User Access Enterprise¶
TestGen uses role-based access control to manage what each user can do. Roles are assigned per project, so a user can have different levels of access in different projects. Users only see the projects they belong to.
System administrators¶
A system administrator can manage all projects and users across the TestGen instance. System administrators access the Administration console — a dedicated section for creating projects, creating users, and managing system-wide settings.
When creating or editing a user, check the System Administrator checkbox to grant this access.
Note
Only system administrators can access the Administration console.
Create a user¶
- Open the Administration console and select All Users.
- Click Create User.
- Enter a Username (minimum 3 characters, no spaces) and Password (minimum 8 characters, no spaces).
- Optional. Enter a Name and Email.
- Optional. Check System Administrator to grant access to the Administration console.
- Click Save.
After creating the user, add them to a project and assign a role.
Note
If your TestGen instance uses SSO authentication, users are created automatically on first login. See Configure SSO Authentication for details.
Edit a user¶
- Open the Administration console and select All Users.
- Click the (edit) icon for the user.
- Update the fields as needed. Leave the Password field blank to keep the current password.
- Click Save.
Delete a user¶
Warning
Deleting a user is permanent. To restore access, a system administrator must create the user again.
- Open the Administration console and select All Users.
- Click the (delete) icon for the user.
- Confirm the deletion.
Note
You cannot delete your own account.
Add members to a project¶
You can manage project membership from Project Settings (if you have the Admin role on the project) or from the project detail page in the Administration console (if you are a system administrator).
- Click Add Members in the Members section.
- Select the users to add.
- Assign each user a role.
Change a member's role¶
In the Members table on the Project Settings or project detail page, click the role dropdown for the member and select a new role.
Remove a member from a project¶
In the Members table, click the (remove) icon for the member.
Reference¶
Roles¶
Each project member has one of five roles that controls their access within that project.
| Role | Description |
|---|---|
| Admin | Full access to all features, including PII data. |
| Data Quality | Can manage table groups and test suites, run profiling and tests, disposition results, and edit Data Catalog tags. Can view PII data. Read-only access to connections and project settings. |
| Analyst | Can disposition results and edit Data Catalog tags. PII data is redacted. Read-only access to all other features. |
| Business | Read-only access to all features. PII data is redacted. |
| Catalog | Read-only access to Data Catalog only. PII data is redacted. |
Permissions by role¶
System administration¶
| System Administrator | |
|---|---|
| Create and delete projects |  |
| Create, edit, and delete users | |
Projects¶
| Admin | Data Quality | Analyst | Business | Catalog | |
|---|---|---|---|---|---|
| View project settings | |
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| Manage project membership | |
Connections¶
| Admin | Data Quality | Analyst | Business | Catalog | |
|---|---|---|---|---|---|
| View connections | |
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| Manage connections | |
Table Groups¶
| Admin | Data Quality | Analyst | Business | Catalog | |
|---|---|---|---|---|---|
| View table groups | |
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| Manage table groups and run profiling | |
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Profiling¶
| Admin | Data Quality | Analyst | Business | Catalog | |
|---|---|---|---|---|---|
| View runs, results, and hygiene issues | |
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| Cancel a profiling run | |
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| Assign actions to hygiene issues | |
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Testing¶
| Admin | Data Quality | Analyst | Business | Catalog | |
|---|---|---|---|---|---|
| View test suites, definitions, runs, and results | |
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| Manage test suites and definitions, generate and run tests | |
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| Mute/unmute test definitions | |
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| Assign actions to test results | |
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| Cancel a test run | |
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Data Catalog¶
| Admin | Data Quality | Analyst | Business | Catalog | |
|---|---|---|---|---|---|
| View Data Catalog | |
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| Edit table and column tags | |
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| View PII data | |
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| Edit PII flags | |
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Monitors¶
| Admin | Data Quality | Analyst | Business | Catalog | |
|---|---|---|---|---|---|
| View monitors and results | |
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| Manage monitors | |
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Quality Dashboard¶
| Admin | Data Quality | Analyst | Business | Catalog | |
|---|---|---|---|---|---|
| View dashboard and score details | |
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| Manage scorecards | |
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App Logs¶
| Admin | Data Quality | Analyst | Business | Catalog | |
|---|---|---|---|---|---|
| View application logs | |
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