diff --git a/docs/data_management/transfer/globus/globus_organization_tutorial.md b/docs/data_management/transfer/globus/globus_organization_tutorial.md index d6082850f..f94af670d 100644 --- a/docs/data_management/transfer/globus/globus_organization_tutorial.md +++ b/docs/data_management/transfer/globus/globus_organization_tutorial.md @@ -9,13 +9,17 @@ Topics covered: - [Why Globus?](#why-globus) - [How Does Globus Work?](#how-does-globus-work) - [Prerequisites](#prerequisites) -- [How Do I Get onto the Globus Web App?](#how-do-i-get-onto-the-globus-web-app) +- [How Do I Get Onto the Globus Web App?](#how-do-i-get-onto-the-globus-web-app) - [How Do I Find Collections I Created or Own?](#how-do-i-find-collections-i-created-or-own) -- [How Do I Enable Sharing for My Globus Account?](#how-do-i-enable-collection-sharing-for-my-globus-account) +- [How Do I Enable Collection Sharing for My Globus Account?](#how-do-i-enable-collection-sharing-for-my-globus-account) - [How Do I Create a Collection?](#how-do-i-create-a-collection) -- [How Do I Share a Collection with Others?](#how-do-i-share-a-collection-with-others) -- [How Do I Share Data with a Research Core Customer?](#how-do-i-share-data-with-a-research-core-customer) +- [How Do I Share a Collection With Others?](#how-do-i-share-a-collection-with-others) +- [How Do I Share Data With a Research Core Customer?](#how-do-i-share-data-with-a-research-core-customer) - [Managing Guest Collections From a Globus Endpoint](#managing-guest-collections-from-a-globus-endpoint) + - [Creating a Guest Collection](#creating-a-guest-collection) + - [Deleting a Guest Collection](#deleting-a-guest-collection) + - [How Do I Add a Role to a Guest Collection?](#how-do-i-add-a-role-to-a-guest-collection) + - [How Do I Change a Role for a Guest Collection?](#how-do-i-change-a-role-for-a-guest-collection) ## Why Globus? @@ -187,19 +191,16 @@ It is NOT RECOMMENDED to make Globus Connect Personal Guest Collections public a ### Creating a Guest Collection 1. Click "Collections" in the left-hand navigation pane. - 1. Click the "Administered By You" tab (or) you can search for the collections in search. ![!Globus Endpoints page with Administered by You selected, showing two endpoints. One of the endpoints is a shared endpoint.](../images/globus_100_shared_search_collections.png) 1. In the table, find the collections you wish to share data from and click its name. You will be taken to the page for that collection. - 1. Click the "Collections" tab. ![!Globus UAB RC Work Laptop page with Guest Collections tab selected showing one collection.](../images/globus_101_shared_collections.png) 1. Click the "Add a Guest Collection" button. - 1. Fill out the form. ![!Create New Guest Collection form.](../images/globus_102_shared_collection_form.png) @@ -212,13 +213,11 @@ It is NOT RECOMMENDED to make Globus Connect Personal Guest Collections public a 1. Default directory, if left empty, is equivalent to the first field "Directory". 1. Click "Create Collection" to move to the next step. You will be taken to the page for the newly created collection, which is now a full-fledged Guest Collection. Any further references to "an endpoint" will be about the newly created, Guest Collection. - 1. Make sure you are on the "Permissions" tab. You should see a permissions table with your name in it. ![!Newly created test endpoint page with Permissions tab selected.](../images/globus_103_shared_permissions.png) 1. Click "Add Permissions -- Share With" to share your Guest Collection with other users. - 1. Fill out the form. ![!Test endpoint Add Permissions Share With form.](../images/globus_104_shared_add_permissions.png) @@ -264,3 +263,21 @@ It is NOT RECOMMENDED to make Globus Connect Personal Guest Collections public a 1. Click "X Delete Collection" and a confirmation dialog will open at the top of the page. Respond to the dialog to delete the Guest Collection, or to cancel. ![!Delete Collection confirmation dialog banner.](../images/globus_107_shared_delete.png) + +### How Do I Add a Role to a Guest Collection? + +Role assignments to a Globus Guest collections help organizations to delegate management responsibilities while maintaining proper access control. The table below contains more details about the available roles and their permissions. + +{{ read_csv('data_management/transfer/globus/res/globus-organization-roles.csv', keep_default_na=False, colalign=("left","center","center","center")) }} + +### How Do I Change a Role for a Guest Collection? + +1. On the guest collection roles and permission page, click on "Asign New Role". + ![Screenshot of roles and permissions overview page.](../images/gg-modify-role-add/002-assigne-role.png) + +1. In the search field, enter the Globus identity for the person who will be assigned a role, then select the appropriate identity from the search results. + + ![Screenshot of Globus guest collection role assignments page.](../images/gg-modify-role-add/001-modify-role.png) +1. Then choose the appropriate role, and click on the "Add Role" button. + +If you have any questions or run into any issues, feel free to [Contact Us](../../../help/support.md#how-to-request-support). diff --git a/docs/data_management/transfer/globus/res/globus-organization-roles.csv b/docs/data_management/transfer/globus/res/globus-organization-roles.csv new file mode 100644 index 000000000..05b44bafe --- /dev/null +++ b/docs/data_management/transfer/globus/res/globus-organization-roles.csv @@ -0,0 +1,11 @@ +Feature,Administrator,Access Manager,Activity Manager,Activity Monitor +Modify guest collection definition,Yes ✔️,,, +Delete the guest collection,Yes ✔️,,, +Manage roles,Yes ✔️,,, +Perform file system operations and transfers,Yes ✔️,,, +"View, add, and delete all access rules on the guest collection",Yes ✔️,Yes ✔️,, +Implicitly has read/write access to the root of the guest collection,Yes ✔️,Yes ✔️,, +View and control tasks and other guest collection activity,Yes ✔️,Yes ✔️,Yes ✔️, +View tasks and other activity to or from the guest collection,Yes ✔️,Yes ✔️,Yes ✔️,Yes ✔️ + + diff --git a/docs/data_management/transfer/images/gg-modify-role-add/001-modify-role.png b/docs/data_management/transfer/images/gg-modify-role-add/001-modify-role.png new file mode 100644 index 000000000..eafe654f2 Binary files /dev/null and b/docs/data_management/transfer/images/gg-modify-role-add/001-modify-role.png differ diff --git a/docs/data_management/transfer/images/gg-modify-role-add/002-assigne-role.png b/docs/data_management/transfer/images/gg-modify-role-add/002-assigne-role.png new file mode 100644 index 000000000..69e4d3a1a Binary files /dev/null and b/docs/data_management/transfer/images/gg-modify-role-add/002-assigne-role.png differ diff --git a/mkdocs.yml b/mkdocs.yml index 8f477851a..a91385765 100644 --- a/mkdocs.yml +++ b/mkdocs.yml @@ -121,10 +121,9 @@ plugins: # order matters! data_management/lts/lts.md: data_management/storage/lts/index.md data_management/lts/policies.md: data_management/storage/lts/iam_and_policies.md data_management/lts/sharing.md: data_management/storage/lts/iam_and_policies.md - data_managment/transfer/globus.md: data_management/transfer/globus/index.md - data_managment/transfer/tutorial/globus_individual_tutorial.md: data_management/transfer/globus/globus_individual_tutorial.md - data_managment/transfer/tutorial/globus_organization_tutorial.md: data_management/transfer/globus/globus_organization_tutorial.md - data_managment/transfer/tutorial/globus_group_management.md: data_management/transfer/globus/globus_group_management.md + data_management/transfer/tutorial/globus_individual_tutorial.md: data_management/transfer/globus/globus_individual_tutorial.md + data_management/transfer/tutorial/globus_organization_tutorial.md: data_management/transfer/globus/globus_organization_tutorial.md + data_management/transfer/tutorial/globus_group_management.md: data_management/transfer/globus/globus_group_management.md environment_management/anaconda_environments.md: workflow_solutions/using_anaconda.md environment_management/containers.md: workflow_solutions/getting_containers.md environment_management/git.md: workflow_solutions/git_collaboration.md