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 9 months ago

Steps to Add users/edit permissions for a user