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Team ownership entity editing

With the Team ownership entity editing setting, organizations can restrict the ability to edit entities in Cortex to the teams and members who own them without granting generic edit permissions to all users in a workspace. Entity ownership must be defined for the setting to work.

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Entity ownership must be defined to enable team ownership entity editing.

To enable the feature, go to the Teams tab in Entities settings. Toggle on Team ownership entity editing.

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By enabling this feature for the workspace, the default user role will be automatically updated and will not include generic permissions for editing entities.

The Configure catalogs permission will supersede the Team ownership entity editing feature, so any users assigned a custom role with that permission will be able to continue editing all entities, regardless of ownership.

Remove the Configure catalogs permission from the custom role(s) to restrict the ability to edit entities.

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The Configure catalogs permission supersedes Team ownership entity editing.

Specifying team editors

You can also define specific users within a team who can edit owned entities. Go to the details page for the team you'd like to set editors for and click Configure entity. Select Members in the side nav.

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Toggle Editor on for any members who should have edit permissions for owned entities. If a team member does not have an associated Cortex account, they cannot be marked as an editor; the toggle for such users will be grayed out.

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Only users with associated Cortex accounts can be defined as editors.

Once you've selected all editors, click Save. Any members who were marked as editors will display with an Editor label in the Members tab.

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Editing a team-owned entity

If a team member is designated as an editor, they can see all the entities available to edit by clicking the Entities tab on the team details page.

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An editor will see the “Configure entity” button on the details page for all those entities and the team itself.

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If a user is not an editor of a team, they will not be able to see the “Configure entity” button for any entities owned by the team or the team itself.

FAQ

Can team editors import entities?

No, team editors can not import entities. To import entities, a user must have the Configure catalog permission, which also gives users the permission to edit ALL entities, not just the ones they own.

Can team editors delete entities they own?

No, team editors can not delete any entities, even if they own them.