Authorization Permission of Data Connection

Version

Application Scenarios

If you have Authorize permissions of a certain data connection, you can assign corresponding permissions to other users.

This article will explain two types of Authorize permission:

Assign Authorize permission to Maintenance engineer in Development department, allowing the Maintenance engineer to assign the Use permission of data connection BI Demo to Sales department in Permission.

Enabling Data Connection Control

The super admin logs into FineBI, goes to System Management > Permission Management > 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.

Configuring Authorize Permission of Data Connection

The admin logs into FineBI, clicks System Management > Permission Management  > Authorization 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 Authorize permission of the data connection BIdemo to Maintenance engineer.

Configuring Authorize Permission for Personnel Management

The admin logs into FineBI, clicks System Management > Permission Management > Authorization configuration, and selects the permission carrier Dept., Role, or users from User List.

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

Configuring Use Permission of Manage

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

Take Maintenance engineer in Development department as an example. Select System Management tab and configure the Use permission of Permission Management for Maintenance engineer.

Demonstration

Maintenance engineer Alice logs into FineBI, clicks System Management > Permission Management > Common permission configuration, and can assign Use permission of the BIdemo to Sales department.

Assign Authorize permission of Data Connection to Maintenance engineer in Development department, allowing the Maintenance engineer to assign the Manage permission of data connection BIdemo to Sales department in Permission.

Enabling Data Connection Control

The super admin logs into FineBI, goes to System Management > Permission Management > 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.

Configuring Authorize Permission of Data Connection

The admin logs into FineBI, clicks System Management > Permission Management > Authorization 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 Authorize permission of the data connection BIdemo to Maintenance engineer.

Configuring Authorize Permission for Personnel Management

The admin logs into FineBI, clicks System Management > Permission Management > Authorization configuration, and selects the permission carrier Dept., Role, or users from User List.

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

Configuring Authorize Permissions for Manage

The admin logs into FineBI, clicks System Management > Permission Management > Authorization configuration, and selects the permission carrier Dept., Role, or users from User List.

Take Maintenance engineer in Development department as an example. Select System Management tab and configure the Authorize permission of Data Connection for Maintenance engineer.

Configuring Use Permissions of Manage

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

Take Maintenance engineer in Development department as an example. Select Permission Management > System Management and configure the Use permission for Maintenance engineer.

Demonstration

Maintenance engineer Alice logs into FineBI, clicks System Management > Permission Management > Common permission configuration, and can assign Manage permissions of data connection BIdemo to Sales department.