Data Discovery & Risk Insights 25.3.0 Help Center

# Roles and permissions: Analyze

OpenText Core Data Discovery & Risk Insights includes default roles at the Analyze application level. You can edit these default roles to modify permissions, or you can create your own roles with the desired permissions. In either case, the access and actions associated with the permissions cannot be changed.

When editing the default roles or creating your own, it is important to understand the permissions and how applying them affects users' capabilities within Analyze.

Permission | Description
--- | ---
Apply and remove tags | User can apply tags to and remove tags from items. NOTE: Must also have the Preview documents permission to be able to view item content.
Download documents | User can download items. NOTE: Must also have the Preview documents permission to be able to view item content.
Perform file analysis | User can perform file analysis on data items that were originally processed for metadata only to identify tag values.
Preview documents | User can view the content of items. When not selected, content view options that include the content view panel are not available to the user.
Research | User can view, search, and export data items to a CSV list. To save all or part of a search results list as a workspace, user must also have the Manage > Manage workspaces permission.
View dashboards | User can view all data available in the dashboards.
View grammar values | User can view the values of identified grammar rules in the content view panel.
View masked content | User can view masked content without the masking, allowing them to see the original content. Masking is applied to grammar values. When not selected, the user sees either a message that they do not have permission to view the item (item has not had grammar values extracted) or sees the item contents with the identified grammar value masked (item has had grammar values extracted). CAUTION: Due to the broad access of this permission, it is not assigned to any default roles. Be mindful when assigning this permission.

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Version 25.3.0 | Last updated August 2025
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