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.
Note:
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.
