Management Permission of Data Connection

  • Last update:May 12, 2023
  • Overview

    Version

    FineBI Version

    Functional Change

    6.0

    /

    Application Scenarios

    If you have management permissions for a certain data connection, you can do the following operations in Manage > Data Connection > Data Connection Management:

    1. Perform operations such as copying, renaming, modifying, and deleting data connections with permissions.

    2. Create, edit, and delete data connections with permissions.

    3. Create server datasets through data connections with permissions.

    Example

    Assign Manage permission of the data connection BI Demo to Maintenance engineer in Development department.

    Enabling Data Connection Control

    The super admin logs into FineBI, goes to Manage > Permission > Global Setting, enables Hierarchical Authorization and Data Connection Control, and clicks Save.

    Note: If Hierarchical Authorization is disabled, Manage permission for Data Connection cannot be assigned to other users.

     1.png

    Assigning Manage Permission of Data Connection

    The admin logs into FineBI, goes to Manage > Permission > General permission configuration, and selects the permission carrier Dept., Role, or users from User List.

    Take Maintenance engineer in Development department as an example. Select Data Connection tab and assign the Manage permission of the data connection BI Demo to Maintenance engineer.

    Note: If you have Manage permissions for data connections, you will have Use permissions at the same time.

     2.png

    Configuring Use Permissions of Management System

    The admin logs into FineBI, goes to Manage > Permission > General permission configuration, and selects the permission carrier Dept., Role, or users from User List.

    Take Maintenance engineer in Development department as an example. Select Manage, and configure the Use permission of Data Connection for Maintenance engineer.

     3.png

    Demonstration

    Maintenance engineer Jenny logs into FineBI and clicks Manage > Data Connection. She can:

    1. View specific information about data connection of the BI Demo and manage it including testing connection, editing, renaming, copying, deleting.

    2. Create data connections and use and edit the created data connections.

    3. Create server datasets through BI Demo.

    4.png

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