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Configuring custom global permission sets

Required global permission: Manage custom permission sets

You can create custom global permission sets.

A custom permission set allows you to have more precise control over global permissions.

For example, you might want a global permission set that allows a user to manage access to any dataset, but not manage Textual users.

Creating a custom global permission set

To create a custom global permission set:

  1. On the Global Permission Sets list, click Create Custom Global Permission Set.

  2. On the permission set details panel, in the Permission Set Name field, type the name for the new permission set. Every global permission set must have a unique name.

  3. Select the global permissions to grant to the permission set. If a permission checkbox is checked, then the permission is granted to the permission set. If a permission checkbox is not checked, then the permission is not granted to the permission set.

  4. To save the new permission set, click Save.

  5. Textual prompts you to configure access to the new permission set. To display the access management panel for the permission set, click Manage User Access. To not manage access at that time, click Skip.

Editing a custom global permission set

You cannot make any changes to a built-in global permission set.

For a custom global permission set, you can change the permission set name and adjust the assigned permissions.

To edit an existing custom global permission set:

  1. On the Global Permission Sets list, click Settings.

  2. On the permission set details panel, update the permission set configuration.

  3. Click Save.

Deleting a custom global permission set

You can delete a custom global permission set. You cannot delete a built-in global permission set.

You cannot delete a global permission set that is assigned to any users or groups. Before you can delete the permission set, you must remove the assignment.

To delete a custom global permission set:

  1. On the Global Permission Sets list, click Settings.

  2. On the permission set details panel, click Delete Permission Set.

  3. On the confirmation panel, click Confirm.

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