Workflow roles of glossary assets

A user with the Information Governance Catalog Glossary Administrator role assigns workflow roles to the users. These workflow roles provide users with varying capabilities related to the stages of deploying glossary assets. Workflow roles are only used when the workflow feature is enabled.

You author glossary assets in two ways, depending upon whether the workflow feature is enabled:
  • If the workflow feature is enabled, you work in the development glossary.
  • If the workflow feature is not enabled, you work in the catalog.

Users with the Information Governance Catalog Glossary Administrator role can enable or disable the workflow feature. After workflow is enabled, the administrator must assign workflow roles to one or more users before the feature can be used.

Users with these workflow roles can interact with glossary assets that are under development. The following table shows the workflow roles and the main tasks that are associated with each of these roles.
Table 1. Workflow roles and tasks
Users with this workflow role Can do these tasks with glossary assets
Editor Create, edit, and delete assets, and send assets for approval
Reviewer Review assets under development
Approver Approve assets for publication
Publisher Publish approved assets

Specific security roles are required for users to be eligible for specific workflow roles. Information Governance Catalog Glossary Administrators have all workflow roles by default. As a result, you do not need to assign workflow roles to users with the Information Governance Catalog Glossary Administrator role. Users with the Information Governance Catalog Glossary Author role can have one or more of the Editor, Publisher, Reviewer, or Approver workflow roles assigned to them. Users with the Information Governance Catalog User role can have either the Reviewer or Approver workflow role, or both roles, assigned to them.

You can assign multiple workflow roles to a single user.

When workflow is enabled, at least one glossary user must be designated for the Editor, Approver, and Publisher roles. Each of these roles can be filled by different users or a combination of users. For example, one user could be the Editor and another user could be both the Approver and the Publisher.

The following table shows detailed capabilities for each workflow role.

Table 2. Security roles and detailed capabilities of workflow roles
Capability Editor Reviewer Approver Publisher
View development glossary content Yes Yes Yes Yes
Submit comments Yes Yes Yes Yes
Create, revise, and delete Yes No No No
Send draft for approval Yes No No No
Approve No No Yes No
Send from pending back to draft Yes No Yes No
Send from approved back to draft No No Yes No
Publish content No No No Yes