User roles and permissions in Zoho DataPrep
Zoho DataPrep has two roles—Account admin and Organization admin that are not entity-based. Let us explore each of them.
User roles in DataPrep
- Account admin
- Organization admin
- Shared users: Workspace shared user, Pipeline shared user
Account admin
Account admin in Zoho DataPrep is a role given to the user who creates and sets up the DataPrep organization for your organization. An organization is usually tied to one organization.
The following are the privileges of an Account admin in Zoho DataPrep.
- The Account admin has full read and write access to the organization they create.
- Account admin has full access to perform read, write, and share operations in all workspaces, pipelines, ruleset templates, and other entities such as the saved connections and user groups within their organization.
- Account admins are responsible for managing licenses and subscriptions to use Zoho DataPrep.
- Account admins have full access to the subscription and organization settings in the settings page in DataPrep.
- There can be only one user with the Account admin role in an organization at any given time in Zoho DataPrep.
- Account admin can create a workspace and transfer the ownership to ANY Organization admin.
In the case where the organization wants to have a multi-organization environment, the user who creates the second organization will be the Account admin for the new organization. They will be able to transfer their ownership later. Each organization will run on a separate license subscription. Passwords in Saved data connections are always encrypted for all the users and cannot be read by the Account admin or the Organization admin. However, the Account admin and Organization admin can delete or edit the connection.
Organization admin
Organization admins in Zoho DataPrep are designated by the Account admin during the DataPrep setup process.
Organization admins carry out the responsibility of creating and managing workspaces in DataPrep.
The following are their roles and responsibilities in Zoho DataPrep:
- The Organization admins are responsible for creating and managing workspaces.
- Organization admin has full access to perform read, write, and share operations in all workspaces, pipelines, ruleset templates, and other entities such as the saved connections and user groups within their organization.
- Organization admins can share any workspace with other users.
- Organization admins have full access to everything else in the settings except Subscription and Organization settings (can view, but cannot edit).
Passwords in Saved data connections are always encrypted for all the users and cannot be read by the Account admin or the Organization admin. However, the Account admin and Organization admin can delete or edit the connection.
Workspace shared user
When a workspace is shared with a user, they will have certain permissions and restrictions to perform entity-related activities in DataPrep.
Permissions:
- Can create new pipelines, pipeline templates and ruleset templates inside the workspace shared with them.
- Can view, edit, delete, and share the pipelines, pipeline templates and ruleset templates in the workspace shared with them.
Note: When you share a pipeline template or ruleset template to a new user make sure you share the associated workspace or pipeline to start using them.
Restrictions:
- Cannot share a workspace to another user.
- Cannot rename or delete the workspace that was shared with them.
- Cannot create a new workspace.
Pipeline shared user
When a pipeline is shared with a user, they will have certain permissions and restrictions to perform entity-related activities in DataPrep.
Permissions:
- Can view and edit the pipelines shared with them.
- Can create pipeline templates and ruleset templates inside the workspace shared with them.
- These users can also view, edit, share and delete the pipeline templates and ruleset templates created by them.
Restrictions:
- Cannot create new pipelines.
- Cannot rename, delete or share the pipeline shared with them.
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