Sharing Access to Artifacts

All Anzo artifacts—data sources, schemas, models, graphmarts, etc.—that you create can be shared with other groups (or users) from the Sharing tab in the Anzo application. This topic provides an overview of the Sharing tab and basic instructions for configuring artifact permissions.

Sharing Tab Overview

Access the Sharing tab by navigating to an artifact and clicking Sharing. For example, the image below shows the Sharing tab for a data source.

Inheritance

The top of the screen displays the permission inheritance settings:

To facilitate common workflows, the Anzo application applies logic so that artifacts in the same workflow inherit the same permissions. You can alter the inheritance configuration by choosing the artifact or artifacts that this artifact should inherit from by choosing the artifacts to Inherit permissions from. Since the example above is a data source and no artifacts precede the source in Anzo, the Inherit Permissions From setting is empty.

You can also configure an artifact to Pass permissions to other artifacts. In the example above, the Movies data source passes permissions to the Movies schema instance and the Movies graphmart.

User and Group Permissions

In addition to the inheritance settings, the bottom of the screen lists the users and groups that this artifact has been shared with. For example:

The current level of access is listed next to each name: View, Modify, or Admin. View, Modify, and Admin are predefined permission sets. Each predefined set selects a certain combination of six permissions. You also have the option to create a Custom set of permissions. Selecting a user or group from the list displays the following permissions table on the right side of the screen:

Typing a value in the Search users, roles or groups field finds and displays the users or groups that you can add to the list. The Permission Settings section below defines each of the permission sets.

Permission Settings

The table below lists the predefined permission sets and describes the privileges that are granted for each permission that is part of the set:

Set	Permission	Allows a user to:
View	View	See the artifact in the Anzo application. Create versions of the artifact.
	Meta View	Relates only to an artifact's permissions. A user with Meta View can see the permissions on the Sharing tab but they cannot modify, add, or remove permissions.
Modify	In addition to the View and Meta View permissions described above, the Modify set includes the Add/Edit and Delete permissions described below.
	Add/Edit	Change an artifact, such as to rename it or edit its description. Add an entity to an artifact. For example, add a schema to a data source or a layer to a graphmart.
	Delete	Remove an entity from the artifact. For example, delete a layer from a graphmart or a schema from a data source. Does not give permission to remove the parent artifact. For example, a user can remove a schema from a source but cannot delete the data source.
Admin	In addition to the View, Meta View, Add/Edit, and Delete permissions described above, the Admin set includes the Meta Add/Edit and Meta Delete permissions described below.
	Meta Add/Edit	Relates only to an artifact's permissions. A user with Meta Add/Edit can add permissions to a user or group. They cannot remove permissions from any user or group.
	Meta Delete	Remove permissions from a user or group. Delete the parent artifact and its related entities.

Sharing an Artifact

Follow the instructions below to share access to an artifact.

1. In the Anzo application, navigate to the artifact that you want to share access to. Then click the Sharing tab.
2. If you want to change the inheritance for the artifact, use the fields at the top of the screen:
   • To apply all of the permissions from another artifact to this one, select the artifact to inherit from in the Inherit permissions from field.
   • To pass this artifact's permissions to other artifacts, select the artifacts to pass permissions to in the Pass permissions to field.

   Permissions are additive. Copying permissions from multiple artifacts with differing permission levels results in the super set being acquired by the artifact that is inheriting the permissions. In addition, any permissions that are configured in the table at the bottom of the screen are also added to the set. For more conceptual information about permission inheritance, see Permission Inheritance.

3. To share access to this artifact with a particular user or group, type a value in the Search users, roles or groups field to find and display the user or group. The resulting list shows the current permission level that is set for each user or group in the search results. For example, the image below shows the current permissions for the IT group (None):

   

4. Select the user or group for which you want to configure permissions. The permissions settings are displayed on the right side of the screen. For example:

   

5. To assign a predefined set of permissions, click the View, Modify, or Admin radio button to assign that level of access to the selected user or group. Refer to Permission Settings above for details about the permissions sets. For example, the image below gives Admin permissions to users in the IT group:

   

   If you want to customize the permissions, click the Custom radio button and then select or deselect the permissions checkboxes. To clear permissions for a user or group, click the trashcan icon () next to the name.

Repeat the steps above to share the artifact with additional groups. Changes to permissions take effect immediately. Users do not need to log out of the application and log back in.

Related Topics

• Sharing Access to Graphmarts
• Sharing Access to a Dashboard or Lens