Data Discovery & Risk Insights 26.3.0 Help Center

# Roles and permissions: Connect

OpenText Core Data Discovery & Risk Insights includes default roles at the Connect application level. You can edit these default roles to modify permissions, or you can create your own roles with the desired permissions. In either case, the access and actions associated with the permissions cannot be changed.

When editing the default roles or creating your own, it is important to understand the permissions and how applying them affects users' capabilities within Connect.

Permission | Description
--- | ---
Delete datasets | User can delete datasets.
Manage agents | User can create, edit, and delete agent clusters, download the processing agent, and view the agent activity. User can cancel applicable agent activities. User can authenticate to the data processing agent. The credentials for a user with this permission must be entered during the installation of the agent.
Manage destinations | User can create, edit, and delete destinations.
Manage file protection rules | User can activate and deactivate file protection rules
Manage file protection systems | User can create, edit, activate, deactivate, and delete file protection systems.
Manage grammars | User can create, edit, and delete grammar sets, grammar classes, and grammar rules.
Manage sources and targets | User can create and edit sources and datasets, and create, edit, and delete dataset attributes, custom adapters, and targets. User can initiate bulk actions on datasets. User can view the Data Volume Dashboard. User can view the Agent Activity page.
Manage tags | User can create, edit, and delete tags, tag reporting groups, weighted labels, and term lists.

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Version 26.3.0 | Last updated July 2026
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