Project admins can assign roles to grant associated privileges to users within the account. Some roles are only available in conjunction with the related plan or license.
Team collaboration and related (Modeler/Consumer) roles are available for Enterprise plan.
The Governance role is only available with a Model Governance license.
Account Admin and Project Owner are available to all licenses from Starter and higher.
User Roles
The following roles are available to assign to users from the Admin Console:
Account Admin
Modeler
Governance
Consumer
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 user licenses 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.
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 license 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 license 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 license, the Model Governance role also inherits those respective permissions.
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 licenses 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.
Be sure to track the licenses available for each user type on the top right of the screen.