Authorizing Permission of Directory

  • Last update:  2023-10-25
  • Overview

    Version

    FineBI Version

    Functional Change

    6.0

    /

    Application Scenarios

    You hope that subordinate admins can assign directory-related permissions to subordinate users in the FineBI system.

    This article introduces two types of Authorize permission:

    Example

    Effect

    Procedure

    One

    Allow the sales director to assign viewing permission of the Sales directory to Sales department.

    1. Enable Hierarchical Authorization.

    2. Assign the Authorize permission of Directory Permission.

    3. Assign the Authorize permission of Data Authorization.

    4. Assign the Authorize permission of Personnel Management.

    5. Assign the Use permission of Permission Management in System Management.

    Two

    Allow the sales director to assign editing permission of the Sales directory to Sales department.

    1. Enable Hierarchical Authorization and Directory Edit.

    2. Assign the Authorize permission of Directory Permission.

    3. Assign Authorize permission of Personnel Management.

    4. Assign the Authorize permission of Directory Management in System Management.

    5. Assign the Use permission of Management in System Management.

    Example One: Subordinate Admins Assigning Viewing Permission

    This example introduces how to allow the sales director to assign viewing permission of the Sales directory to Sales department.

    Enabling Hierarchical Authorization

    Log into FineBI as the admin, choose System Management > Permission management > , enable Hierarchical Authorization, and click Save.

    Assigning Authorizing Permission of Directory

    Log into FineBI as the admin, choose System Management > Permission Management > Authorization Configuration, and select the permission carrier Dept., Role or users from User List.

    This example selects Sales department > Sales director.

    Click Directory Permission, and assign the Authorize permission of the Sales directory to Sales director.

    Assigning Authorizing Permission of Data

    The dashboard in Sales uses data in the Sales folder in Public Data.

    Log into FineBI as the admin, choose System Management > Permission Management > Authorization Configuration, and select the permission carrier Dept.Role or users from User List.

    This example selects Sales department > Sales director.

    Click Data Authorization, and assign the Authorize permission of Sales department to Sales director.


    Assigning Authorizing Permission of Personnel Management

    Log into FineBI as the admin, choose System Management > Permission Management > Authorization Configuration, and select the permission carrier Dept., Role or users from User List.

    This example selects Sales department > Sales director.

    Click Personnel Management, and assign the Authorize permission of Sales department to Sales director.

    Assigning Using Permission of System Management

    Log into FineBI as the admin, choose System Management > Permission Management > Common Permission Configuration, and select the permission carrier Dept./Role or users from User List.

    This example selects Sales department > Sales director.

    Click System Management, and assign the Use permission of the Permission module to Sales director.

    Demonstration

    Sales director Alice logs into FineBI, clicks System Management > Permission Management, and can assign the View permission of the Sales directory to Sales department.

    Example Two: Subordinate Admins Assigning Editing Permission

    This example introduces how to allow the sales director to assign editing permission of the Sales directory to Sales department.

    Enabling Hierarchical Authorization

    Log into FineBI as the admin, choose System Management > Permission management > , enable Hierarchical Authorization and Directory Edit, and click Save.

    iconNote:
    To enable Directory Edit, you need to first enable Hierarchical Authorization.

    Assigning Authorizing Permission of Directory Permission

    Log into FineBI as the admin, choose System Management > Permission Management > Authorization Configuration, and select the permission carrier Dept., Role or users from User List.

    This example selects Sales department > Sales director.

    Click Directory Permission, and assign the Authorize permission of the Sales directory to Sales director.

    Assigning Authorizing Permission of Personnel Management

    Log into FineBI as the admin, choose System Management > Permission Management > Authorization Configuration, and select the permission carrier Dept., Role or users from User List.

    This example selects Sales department > Sales director.

    Click Personnel Management, and assign the Authorize permission of Sales department to Sales director.

    Assigning Authorizing Permission of System Management

    Log into FineBI as the admin, choose System Management > Permission Management > Common Permission Configuration, and select the permission carrier Dept., Role or users from User List.

    This example selects Sales department > Sales director.

    Click System Management, and assign the Authorize permission of the Directory Management module to Sales director.

    Assigning Using Permission of System Management

    Log into FineBI as the admin, choose System Management > Permission Management > Common Permission Configuration, and select the permission carrier Dept./Role or users from User List.

    This example selects Sales department > Sales director.

    Click System Management, and assign the Use permission of the Permission Management module to Sales director.

    Demonstration

    Sales director Alice logs into FineBI, clicks System Management > Permission Management > Common Permission Configuration, and can assign editing permission of the Sales directory to Sales department.

    Notes

    After assigning the Authorize permission of the parent directory to Dept., Role or users from User List, the small lock of the child node will be grayed out and the corresponding dashboard cannot be configured permissions.

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    主题: System Management
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