Assigning Permissions Based on Position

Version

Application Scenarios

Industries such as retail and banking have businesses in many cities with identical departments and positions in each city.

It is burdensome for admins to configure permissions one by one when assigning them to the same positions in different departments. In this case, admins can assign permissions in batch according to position.

Functions

Add a Position dimension by modifying the configuration fine_conf_entity. The super admin can assign permissions through Position.

Note:

The Position dimension is invisible for subsidiary admins.

Adding a Table Field

The super admin can add a Position dimension through fine_conf_entity visualization configuration plugin. Restart the server to make all the settings take effect.

Demonstration

Quick Configuration of Permissions

Admins log into FineBI and go to System Management > Permission Management > Position.

Template Authentication

After enabling Role Permission Authentication, you can select the template needed according to Position. 

Reporting Permission

The super admin can assign reporting permission based on Position after visiting http://ip:{port number}/{project name}/decision/workflow/authority.

Assigning Directory Permission

Admins log into FineBI and go to System Management > Permission Management > Common Permission Configuration > Permission Quick Configuration.

Select CEO in Position, go to Directory Permission > Platform Directory > Business Application, and assign permissions of Sales for CEO.

Assigning Data Permission

The dashboard in Sales includes data in Pareto Data Analysis in Public Data. Therefore, you need to assign data permissions of components in Pareto Data Analysis.

Select CEO in Position, go to Data Authorization > Analysis Data > Data Analysis Model, and assign permissions of Pareto Data Analysis for CEO. 

Demonstration

Employees whose positions are CEO can log into FineBI and view the directory Sales and dashboards in it. 

The Rule for Effective Permissions

Because an employee may have multiple departments, positions, or roles and there are hierarchic structures among departments, you need to follow relevant permission logic when assigning permissions.

Differences of Positions Between Dept. and Position

Permissions of positions assigned in Position are not associated with those in Dept.. Meanwhile, in User's Final Permission, the user who is in the position is assigned permissions.