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Users and Roles

The Delphix Masking Service has a flexible and robust users and roles system that allows you to give users fine grain privileges over what environments they have access to and what tasks they can and can not perform.

What are Roles?

A defined role is what is used to give a certain user privileges over certain environments and tasks. Roles can be defined by selecting a subset of actions that can be taken on certain objects.


When defining a role, you can select one or more of the following actions for the role to be able to perform:

  • View: Be able to view the object and important information about the object.

  • Add: Be able to add an instance of an object.

  • Update: Be able to update/edit an instance of an object.

  • Delete: Be able to delete an instance of an object.

  • Copy: Be able to create a copy of an object.

  • Export: Be able to export an object from a Delphix Engine.

  • Import: Be able to import an exported object into a Delphix Engine

Please note that not all of these actions are available for all objects in the masking service.


When defining a role, permission to perform the above actions can be defined on a per object basis. These objects include:

General Jobs Settings
Environment Profile Job Domains
Connection Masking Job Algorithms
Ruleset Scheduler Profiler
Inventory Profile Set
File Format

Please see Delphix Masking Terminology for definitions of these objects.

Adding A Role

To add a role follow these steps:

1. Login into the Masking Engine and select the Settings tab.

2. Click the Add Roles button.

3. Enter a Role Name. The far-left column lists the items for which you can set privileges.

4. Select the check boxes for the corresponding privileges that you want to apply. If there is no check box, that privilege is not available. For example, if you want this role to have View, Add, Update, and Run privileges for masking jobs, select the corresponding check boxes in the Masking Job row.

5. When you are finished assigning privileges for this Role, click Submit.

While every organization will differ in what users and roles they define, we have found that the following roles are common/popular:

  • Analyst role — Can profile data and update inventories (but not create environments or connections)

  • Developer role — Can create masking jobs and view reports

  • Operator role — Can execute jobs (but cannot update inventories)

  • Application owner role — Can define connections

NOTE - One Role per User

Please note that each defined user can only have one role assigned to them.

What are Users?

Once you have your roles defined, it is time to create users with those roles. We highly recommend creating independent users for each individual who will have access to the masking service.

Adding a User

To create a new user follow these steps:

  1. Login into the Masking Engine and select the Admin tab.

  2. Click Add User at the upper right of the Users screen.

  3. You will be prompted for the following information:

    • First Name — The user's given name

    • Last Name — The user's surname

    • User Name — The login name for the user

    • Email — The user's e-mail address (mailable from the Delphix Masking Engine server for purposes of job completion e-mail messages)

    • Password — The password that the Delphix Masking Engine uses to authenticate the user on the login page. The password must be at least six characters long, and contain a minimum of one uppercase character, one wild character (!@#$%^&*), and one number.

    • Confirm Password — Confirm the password with double-entry to avoid data entry error.

    • Administrator — (Optional) Select the Administrator check box if you want to give this user Administrator privileges. (Administrator privileges allow the user to perform all Delphix Masking Engine tasks, including creating and editing users in the Delphix Masking Engine.) If you select the Administrator check box, the Roles and Environments fields disappear because Administrator privileges include all roles and environments.

    • Role — Select the role to grant to this user. The choices here depend on the custom roles that you have created. You can assign one role per user name.

    • Environment — Enter as many environments as this user will be able to access. Granting a user access to a given environment does not give them unlimited access to that environment. The user's access is still limited to their assigned role.

  4. When you are finished, click Save.