Project role management

Limits

• Only super administrators, system administrators, and users with global role management permissions can create, clone, and manage project roles.

• Regular members can only view role details.

Create a custom project role

1. Navigate to the Dataphin home page, select Management Center > Member Management from the top menu bar.

2. In the left-side navigation pane, choose Account Management > Project Role Management.

3. On the Project Role Management page, select the Dev Project, Prod Project, Basic Project, or Tag Project tab to access the project roles for the respective project.

4. Within the Dev Project, Prod Project, Basic Project, or Tag Project tabs, select Create Custom Project Role. Note that the Tag Project tab does not offer the option to Create Custom Project Roles.

5. On the Create Custom Project Role page, configure the role parameters as follows:

   Parameter		Description
   Basic Information	Project Mode	Select from Dev Project, Prod Project, or Basic Project.
   	Role Name	Name the role based on your business scenario. The name can be up to 64 characters and must be unique within the same project.
   	Role Description	Describe the role's function and usage scenarios in up to 512 characters.
   Project Permissions		Configure the role's permissions. For details, see .

6. Click OK to create the custom project role.

   Click Cancel to discard the current configuration.

View and manage project roles

1. On the Project Role Management page, select the Dev Project, Prod Project, Basic Project, or Tag Project tab to view the list of project roles, including role names, descriptions, and other relevant information.

   • Project Role is categorized into System Role and Custom Role.

     • The System Role includes predefined roles such as Visitor, Data Visitor, Analyst, Developer, Project Administrator, and O&M.

     • The Custom Role is tailored to specific business scenarios. You can create up to 20 custom project roles. For instructions on creating a new role, refer to Create a Custom Project Role.

   • Role Description summarizes the project role's permissions to help you understand its capabilities.

2. In the project role list, you can view, reference, clone, edit, and delete project roles. The Dev Project, Prod Project, and Basic Project support identical operations, while the Tag Project only supports Viewing Project References.

   The following table describes the available operations:

   Note

   • The System Role supports operations such as Enable, View Role Details, View Project References, and Clone as Custom Role.

   • The Custom Role allows for Enable, View Role Details, View Project References, Edit, Clone as Custom Role, and Delete operations.

   Operation	Description
   Enable	Activates disabled project roles. To enable a role, toggle the switch in the Enable column for the desired project role. Once enabled, the role can be assigned and used normally.
   Disable	Disables previously enabled project roles. Toggle the switch in the Enable column for the target project role. Confirm the action in the dialog box that appears by clicking OK. Once disabled, the role will no longer be available for assignment or use. Note Roles such as Project Visitor and Project Administrator cannot be disabled. If no member references the project role, it can be disabled directly. Otherwise, members must be reassigned to a different role before disabling.
   View Role Details	Click the icon in the Actions column of the target project role to view its Basic Information and Permissions Within The Project. To edit custom roles, navigate to the project role details page and click Edit Configuration to update the Basic Information and Project Permissions.
   View Project References	To see which projects reference a role and the number of references, click the icon in the Actions column. A dialog box will display the relevant information.
   Clone as Custom Role	Duplicates an existing project role as a custom role that you can fully modify. To clone a System Role: Click the icon in the Actions column of the desired system role. On the Clone Custom Role page, adjust the Basic Information and Project Permissions as needed. Confirm by clicking OK. To clone a Custom Role: Select the icon in the Actions column of the target custom role and choose Clone As Custom Role. Modify the Basic Information and Project Permissions on the Clone Custom Role page. Finalize the process by clicking OK.
   Edit	Click the Actions icon for a custom role to modify all information except the project type.
   Delete	Removes custom roles that are no longer needed. Roles must be disabled before deletion. In the Actions column, click the icon for the custom role and select Delete. Confirm the deletion in the dialog box by clicking OK.