To assign a custodian do the following:

1. From the Workspace, navigate to the Data Sources list-view.
2. Drill down to share or site collection to view the folders, sites, document libraries, or picture libraries present within the share or the site collection.
3. Click a folder. The Summary panel populates to display additional details.
4. Click Expand Profile on the Summary panel to display the underlying folder-centric views.

   By default, the Overview tab displays the a summary of the selected data repository.

5. To assign a specific user as a custodian for the path, click the Settings icon and, from the drop-down list select Add Custodian > Select User.
6. Enter the name of the user in the Search field. Select the appropriate user from the search results, and click OK.

   You can filter users by domain or by using attribute-based queries.

7. To assign a custodian based on user or group directory attributes, from the drop-down list Select User/Group Attribute.
8. To assign a custodian based on user or group attributes, click User or Group radio button or enter a user/group name in the search bar.
9. Select an attribute. All the users referred to by the attribute value are assigned as custodian.

   If the attribute has multiple values, Data Insight does not allow granular assignment of only one of them.

   For attribute based custodian assignment, Data Insight picks up attributes that point to other objects in the directory service. For example, managedBy.

10. You can assign an inferred owner on a path as the custodian for the path. On the User Activity > Summary tab, right-click an inferred data owner and click Add as Custodian.
11. Optionally, you can assign a user who actively accesses a data location as the custodian of that data location. On the User Activity > Active Users tab, right-click an active user from the list displayed on the page, and select Add as Custodian.
12. Optionally, you can choose custodian from a set of users who have permissions on the path. On the Permissions tab, right-click a user from the list displayed on the page, and select Add as Custodian.
13. Click the Export icon at the bottom of the page to save the data to a .csv file.
14. Click the Email icon to email custodian assignment information from the Overview page of a data location to desired email recipients.

To delete a custodian do the following:

1. From the Workspace, navigate to the list-view of the Data Sources tile.
2. Drill down to share or site collection to view the folders, sites, document libraries, or picture libraries present within the share or the site collection.
3. Click a folder. The Summary panel populates to display additional details. Click the profile arrow. The Summary panel expands to display the profile view.
4. On the Overview tab of a resource, you can view the list of custodians assigned or inherited for that path. You can delete custodian assignments for a path in the following two ways:

   • Select the assigned custodian and click the delete icon.

   • To explicitly remove all custodian assignments for a path, click the custodian icon and select Remove all.

     Note:

     You cannot delete assignments that have been inherited from parent paths. You must navigate to the parent location and delete the assignment from Overview page of the level at which the assignment was made.