User Tasks

The following table lists the tasks that can be performed by users who are browsing and managing data. The permission noted is the minimum required to perform the task.

For example, you need the Participant(Read) permission on a data chain object to browse that object, but you can also browse that object with Participant(Write) permission, because it includes the Participant(Read) permission. For more information on permissions, see Working with Permissions.

Task Permission See

Browse data

Participant(Read) on the data chain object

Opening a View

Working with Views

Understanding Viewpoints

Working with Viewpoints

Manage data

Participant(Write) on the data chain object to make changes using requests

About Requests

Making Changes Using Requests

Governance Workflows and Approvals

Compare and rationalize data

  • To compare data in viewpoints: Participant(Read) on data objects in both viewpoints
  • To resolve issues by making changes to data: Participant(Write) on the data object

Comparing Viewpoints

Correcting Node Differences From Compare Results

Validate data

Participant(Write) on the data chain object to make changes using requests

Validating a Viewpoint

Synchronize data

To create subscriptions:

  • Participant(Read) permission on the dimension in the source viewpoint
  • Data Manager permission on the dimension in the target viewpoint
  • Owner on the target view

Subscribing to Viewpoints

Import dimensions from external applications

Data Manager on the dimension that you want to import to

Importing Dimensions

Export dimensions to external applications

Data Manager on the dimension that you want to export from

Exporting Dimensions