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The decision-making platform allows setting departments/roles/users through which admins can restrict template access permissions.
For large systems with many users and few templates, role permission control can be used when there is a need for template access control.
After the role permission is configured, to view the template, it is necessary to log in to the decision-making platform with the corresponding account and password. Then the system would judge available permissions based on the department/role/user of the logged-in user.
One
After enabling Template Permission, the super admin assigns
permissions to the sales
department, allowing sales
department employee Alice to
view the dashboard Sales Report in the project.
1. Enable Template Permission and select Authenticate Role Permission.
2. Assign the View permission of needed templates.
Two
permissions to the subordinate
admin Lily, allowing Lily to manage Template Authentication.
The subordinate admin Lily can
control the technical support
department's View permission of
the GettingStarted.cpt template
in the project.
1. Enable Template Permission and select Authenticate Role Permission as the super admin.
2. Assign the View permission of needed templates to the subordinate admin as the super admin.
3. Enable Hierarchical Authorization as the super admin.
4. Assign the Authorize permission of Personnel Management to the subordinate admin as the
super admin.
5. Assign the Use permission of System Management to the subordinate admin as the super
admin.
6. Assign the View permission of templates to
users in Template Authentication as the
subordinate admin.
After enabling Template Permission, the super admin assigns permissions to the sales department, allowing sales department employee Alice to view the Sales Report dashboard in the project.
Log in to FineBI as the admin, choose System Management > Template Authentication > Permission Configuration, and enable Template Permission.
The Sales Report dashboard is placed in the Business Theme folder, so you need to select the Business Theme folder as Template to Be Authenticated.
Select Authenticate Role Permission as the authentication method and click Save, as shown in the following figure.
Log into FineBI as the admin, choose System Management > Template Authentication > Common Permission Configuration, and select the assigned object from Dept./Role/User List.
This section takes Sales department as an example. Assign the View permission of the BI template Sales Report to Sales department, as shown in the following figure.
Note:The View and Data Entry permissions of the report template refer to permissions that determine whether the template supports view and data entry in the preview.The View and Export permissions of BI templates refer to permissions that determine whether the dashboard allows viewing and exporting data.
The View and Data Entry permissions of the report template refer to permissions that determine whether the template supports view and data entry in the preview.
The View and Export permissions of BI templates refer to permissions that determine whether the dashboard allows viewing and exporting data.
The Sales Report dashboard uses the data tables in the Sales folder. Therefore, to view the dashboard, sales department employees need to have the Component Data permission.
Log into FineBI as the admin, choose System Management > Permission Management > Common Permission Configuration and select the assigned object from Dept./Role/User List.
This section takes Sales department as an example. Select the Data Authorization tab and assign the Component Data permission of the Sales folder to Sales department.
Enter the viewing link of the dashboard Sales Report in the browser address bar: http://localhost:37799/webroot/decision#/directory?activeTab=ca7c12a3-a4bf-42f0-9824-ac1cc57f2466.
It automatically jumps to the login page of the decision-making platform.
1. Log in to FineBI as the sales department employee Alice, and the dashboard can be accessed normally, as shown in the following figure.
2. Log in to FineBI as the non-sales department employee Anna, and it prompts saying "No permission to access this page", as shown in the following figure.
If Template Permission is enabled:
1. Users can view directory templates in the decision-making platform without additional template authentication.
2. Users requires template authentication to view the homepage template in the decision-making platform.
If template A is mounted on the homepage and users do not have template authentication permission of template A, then they cannot see the homepage.
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