Schduled Task Authorization- FineBI Document

Last update： 2023-07-10

Overview

Version

FineBI Version	Functional Change
6.0	/

Application Scenarios

Scheduled task authorization refers to the ability of the sub-admin to assign management permission of authorized scheduled tasks to other users.

Example	Expected Effect	Step
Example One	Allow Maintenance engineer in Development department to authorize the Sales department to manage all scheduled tasks in the system.	1. Enable Hierarchical Authorization. 2. Configure Authorize permission in General permission configuration > Manage > Task Schedule. 3. Configure Authorize permission in Personnel Management tab. 4. Configure Use permission in General permission configuration > Manage > Permission.
Example Two	Allow Maintenance engineer in Development department to authorize the Sales department to manage the target scheduled task Sales_Daily_Report.	1. Enable Hierarchical Authorization and Scheduled Task Management. 2. Configure Authorize permission in Task Schedule tab. 3. Grant Authorize permission to use Manage > Task Schedule. 4. Configure Authorize permission in Personnel Management tab. 5. Configure Use permission in General permission configuration > Manage > Permission.

Example

Expected Effect

Step

Example One

Allow Maintenance engineer in Development department to authorize the Sales department to manage all scheduled tasks in the system.

1. Enable Hierarchical Authorization.

2. Configure Authorize permission in General permission configuration > Manage > Task Schedule.

3. Configure Authorize permission in Personnel Management tab.

4. Configure Use permission in General permission configuration > Manage > Permission.

Example Two

Allow Maintenance engineer in Development department to authorize the Sales department to manage the target scheduled task Sales_Daily_Report.

1. Enable Hierarchical Authorization and Scheduled Task Management.

2. Configure Authorize permission in Task Schedule tab.

3. Grant Authorize permission to use Manage > Task Schedule.

4. Configure Authorize permission in Personnel Management tab.

5. Configure Use permission in General permission configuration > Manage > Permission.

Example One: Authorizing All Scheduled Tasks

Allow Maintenance engineer in Development department to authorize all scheduled tasks in the system.

Enabling Hierarchical Authorization

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

Configuring Authorization Permission in Manage Tab

The admin logs into FineBI, goes to Manage > Permission > Global Setting, and selects the permission carrier Dept./Role/users in the User List.

Take Maintenance engineer in Development department as an example. Click Manage tab and configure Authorize permission of Task Schedule for the Maintenance engineer.

Configuring Authorization Permission of Personnel Management

The admin logs into FineBI, goes to Manage > Permission > Global Setting, and selects the permission carrier Dept./Role/users in the User List.

Take Maintenance engineer in Development department as an example. Select Personnel Management tab and allow the Maintenance engineer to assign the Authorize permission for to the Sales department.

Configuring Using Permissions in Manage Tab

The admin logs into FineBI, goes to Manage > Permission > Global Setting, and selects the permission carrier Dept./Role/users in the User List.

Take Maintenance engineer in Development department as an example. Select Manage tab and configure Use permission of Task Schedule for the Maintenance engineer.

Demonstration

Maintenance engineer Jenny logs into FineBI, clicks Manage > Permission > General permission configuration, and can assign the Authorize permission of all scheduled tasks in the system to the Sales department.

Example Two: Authorizing Target Scheduled Tasks

Allow Maintenance engineer in Development department to authorize the Sales department to manage the target scheduled task Sales_Daily_Report.

Enabling Hierarchical Authorization

The admin logs into FineBI, clicks Manage > Permission > Global Settings, enables Hierarchical Authorization and Scheduled Task Management, and clicks Save.

Configuring Scheduled Task Authorization Permission

The admin logs into FineBI, goes to Manage > Permission > Global Setting, and selects the permission carrier Dept./Role/users in the User List.

Take Maintenance engineer in Development department as an example. Select the Task Schedule tab and assign the Authorize permission for the task Sales_Daily_Report to the Maintenance engineer.

Configuring Authorization Permission for Management

The admin logs into FineBI, goes to Manage > Permission > Global Setting, and selects the permission carrier Dept./Role/users in the User List.

Take Maintenance engineer in Development department as an example. Click Manage tab and configure Authorize permission of Task Schedule for the Maintenance engineer.

Configuring Authorization Permission of Personnel Management

The admin logs into FineBI, goes to Manage > Permission > Global Setting, and selects the permission carrier Dept./Role/users in the User List.

Configuring Using Permissions for Manage

The admin logs into FineBI, goes to Manage > Permission > Global Setting, and selects the permission carrier Dept./Role/users in the User List.

Take Maintenance engineer in Development department as an example. Click Manage tab and configure Use permission of Task Schedule for the Maintenance engineer.

Demonstration

Maintenance engineer Jenny logs in to FineBI project, clicks Manage > Permission > General permission configuration, and can assign the Manage permission of the scheduled task Sales_Daily_Report with authorization to the Sales department.