Some roles may not be available by default and might need to be enabled upon request. Please contact your account manager for more information.
Access to SqlDBM is managed by Account Admins, who can add or remove users and assign user roles to them.
User Roles
The following roles are available to assign to users from the Admin Console:
Account Admin [system role] - can manage users, user groups, integrations, Alternate Admins, and transfer project ownership. Admins have a mandatory modeler role assigned to them. Note that being an Admin does not grant project access. Admins must be added to projects like any other user.
Alternate Admin [system role] - same access as Account Admin. Alternate Admins can be added and removed by the Account Admin. Alternate Admins can not add or remove other Alternate Admins.
Modeler [user role] - grants the ability to create, edit, and manage projects and save project revisions.
Consumer [user role] - provides view-only access. Users can view projects to which they have been added and leave comments and flags, but cannot modify project objects or save revisions.
Governance [user role] - can manage governance features (Fields and Pages) but does not allow modifying the model itself. Requires a Consumer role.
Copilot [permission] - ability to use the Copilot feature by the user. Account admins and alternative admins control Copilot access per user from the Admin console.
Note that user roles and project roles are managed separately, but the former can restrict the latter. A modeler can be added to a project either as a modeler or a consumer, while a consumer can only be added as a consumer.
For more info on project roles, see the related article, Project Team, at the end of this post.
Account Admin
This is a system-level role with rights to administer users and account properties. The admin role also requires that a modeler role be assigned. This role alone does not give any special access to projects besides being able to unlock and reassign ownership.
Admin users can grant and revoke users and assign project roles (see below), including alternative admins.
Admin users have visibility (but not direct access) to all user projects.
By default, the user who creates the SqlDBM account is granted Admin status. This user can then delegate admin status to other modelers.
An Alternate Admin has all the rights of an Account Admin except for the ability to add or remove other Alternate Admins.
To assign an alternative admin role, please follow the steps below:
Go to Account
Go to Admin Console
Check the "Account Admin Box" to grant a role. Uncheck if you need to revoke the role.
Modeler
A modeler role allows users to edit and make changes to a project. Modelers have access to all functionality within a project, including project settings and standards.
Consumer
A consumer role is read-only, allowing users to view but not modify the project.
Consumers have access to all screens and functions that modelers do. During project navigation, certain changes (e.g., modifying zoom and view modes, removing objects from a diagram, changing object properties, etc) will be possible. However, with several exceptions, the consumer role cannot save and apply these changes. These include:
Leaving comments (see "Team communication" in related articles )
Setting flags on objects and columns (see "Object flags" in the related articles)
(Model Governance suite) Setting Model Governance field values for objects and columns (but not maintaining or creating the fields themselves). (See "Model Governance" in related articles).
Governance
The governance role allows users to create and assign Model Governance fields in Database Documentation and maintain (Model Governance) Pages. With the consumer or modeler role, the Model Governance role also inherits those respective permissions.
Copilot
The Copilot permission allows users to utilize an intelligent assistant that automates data modeling, documentation, and governance tasks.
Add users to a project and assign roles
Before you can add team members to a project, you must first register them in the Admin Console. From the Dashboard
First, access the Account settings.
Now, select the Admin Console
Press the "Add User" button to bring up the corresponding menu.
Enter individual user emails or a comma-separated list.
Select the "Modeler" option to grant these users edit access. Otherwise, unselect it to grant them "Consumer" access.
Be sure to track the number of users available for each user type on the top right of the screen.
Bulk Remove
Select multiple users by clicking to the left of their names. Press the red "Revoke n user(s)" button to finish removing.
Individual Remove
Press the triple dot menu icon to the right of the user and select the "Revoke" option.
Change Role
Using the corresponding tick boxes next to their names, you can designate users as modelers or consumers.
Export to Excel
The information on this screen can be exported to Excel for documentation, auditing, and more advanced sorting and analysis.
To download user information in .xlsx format, click on the "Export to XLSX" button at the top left of the screen.