Vexdata.io Documentation
  • Vexdata Overview
  • Installation
    • System Requirements
    • Windows Installation
    • Linux Installation
    • Cloud Installation
      • GCP
      • Azure
      • AWS Cloud Deployment Architecture Diagram
        • Pre-requisites
        • Manual Install on ec2
        • Cloud Formation Scripts (command line)
    • Admin Post Installation Setup
    • User Post Installation Setup
    • Server Improvement (Optional)
  • Getting Started
    • Roles and Permissions
    • Managing Groups and Projects
      • Folders
      • Projects
    • Settings
      • Slack Integration
      • Integrations
      • Rules
      • Properties
      • Integrations
      • Email Template
      • Report Template
      • Create Data Connections
        • Databases/Warehouses
        • Run On
  • Creating and Executing Test Cases
    • Test Case
      • Create Test Cases
        • Define Data Source and Target
          • Configure Table/s from Database
          • Input SQL Data
          • Input Files
            • Excel/CSV
            • XML
            • JSON
            • Parquet/AVRO
          • API Input
          • Table Filter
          • Advance - Input
        • Data Compare
          • ETL Testing/Cell By Cell Compare
            • Data Compare Mapping
            • Data Compare Options
          • Schema Compare
          • Counts Compare
        • Schema Monitoring
        • Data Quality
          • SQL Rules
          • Column Level Rules
          • Duplicates
      • Executing Test Cases
      • Defining Test Case Settings
    • Test Runs
    • Variables
    • Note
    • Label
  • Reports
    • User Reports
    • Admin Report or Manager Reports
  • Current Limitations
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  • Roles and Permissions on Vexdata.io
  • Summary
  • Admin
  • Project Owner
  • Regular User
  1. Getting Started

Roles and Permissions

Roles and Permissions on Vexdata.io

Summary

The hierarchical structure of roles and permissions on Vexdata.io ensures a clear and organized approach to user management and project control. Each level, from Admin to User, has defined responsibilities and permissions to maintain a balanced and secure environment for data validation and testing.

This documentation aims to provide a comprehensive understanding of the roles and permissions, helping users navigate their responsibilities and capabilities within Vexdata.io effectively.

Admin

  • Role Overview: The Super Admin holds the highest level of authority within the Vexdata.io platform.

  • Permissions:

    • Enable/Disable Features: Ability to activate or deactivate features for all users.

      • Set Global Default Time Zone

      • Update Software

      • Enable/Disable Features for all users.

    • User Management: Can assign/revoke any permission to any user or make any user as an admin.

    • Access to Reports: Full access to all administrative reports and analytics. These reports are restricted to only Admin.

Admin can be set only on the server properties file.

Project Owner

  • Role Overview: The Project Owner is the user who creates a project and holds significant control over that project's settings and user access. There can be one or more owners for a project. An owner can add/remove other owners.

    • When a new project is created, no other user can access that project. To add acces, do that following.

  • Permissions:

    • User Access Management: Can grant access to other users, allowing them to read, write, execute, and delete test cases within the project.

    • Ownership Transfer: Ability to assign other users as project owners, sharing the ownership and control over the project.

While a project can have multiple owners, it is highly recommended to designate a single owner as a best practice.

Regular User

  • Role Overview: Regular Users are individuals who are granted specific permissions within a project by the Project Owner.

  • Permissions:

    • Access Levels: Permissions are based on what the Project Owner grants, which can include reading, writing, executing, and deleting test cases.

PreviousGetting StartedNextManaging Groups and Projects

Last updated 10 months ago

Steps to Add users/edit permissions for a user