Configuring custom permission sets

Required global permission: Manage custom permission sets

You can create custom global, dataset, and pipeline permission sets.

A custom permission set allows you to have more precise control over global, dataset, and pipeline permissions.

For example, you might want a pipeline permission set that allows a user to manage the files but not share or delete the pipeline.

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

Creating a custom permission set

To create a custom permission set:

1. On the global, dataset, or pipelines permission sets list, click the create permission set button.

2. On the permission set details panel, in the Permission Set Name field, type the name for the new permission set. Permission set names must be unique for that permission set type (global, pipeline, dataset).

3. Select the 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. For a global permission set, 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 permission set

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

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

To edit an existing custom permission set:

1. On the global, datasets, or pipelines permission sets list, click Settings.

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

3. Click Save.

Deleting a custom permission set

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

You cannot delete a 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 permission set:

1. On the global, dataset, or pipelines permission sets list, click Settings.

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

3. On the confirmation panel, click Confirm.