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How to grant or forbid access on document templates


About this task

Talend DQ Portal enables you to associate access rights with a group of document templates.

Access rights on document templates are role-based. You can assign a role to a group of document templates via Profiling > Functionalities management where document templates are grouped under specific folders.

  • You have accessed Talend DQ Portal as an administrator.

  • At least one role and one document template have been created.

To grant access on a group of document templates, do the following:


  1. On the menu bar of the BI administrator page, click Profiling and select Functionalities management to open the corresponding page.


  2. Browse to the folder of the group of document templates for which you want to define access rights and click it.
  3. Select Detail to open a new page.


    A list of the already defined roles is displayed in the lower part of the page. Here you can define a role-based access to the selected group of document templates. By defining the role-based access, you also define the access type, whether to access the group of document templates as a developer, a tester or an administrator. For further information on user roles in Talend DQ Portal, see User roles.
  4. Select the check box(es) corresponding to the role(s) and access type according to business needs.
    Information noteNote: You can use the and icons in order to select all the check boxes in a specific row or column and clear all the selected check boxes in a specific row or column respectively.
  5. Click the icon in the upper right corner of the panel to save your modifications.


Later, users of Talend DQ Portal who are assigned any of these roles will have access to document templates according to the access rights and access type defined in this page.

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