Permission Reuse

Version

Application Scenarios

You may encounter the following situations in permission management:

Multiple roles have similar permissions with only minor differences. You hope to set permissions for multiple roles in batches without having to configure each role individually.

For newly added roles, you hope to directly reuse the permissions of existing roles and make minor adjustments based on them, thus avoiding reconfiguration and reducing workload.

In this case, you can follow the steps in this article to set up permission reuse.

Functions

Allow reusing the permissions of specified single or multiple departments, positions, or roles for a newly added or existing department, position or role.

Note:

1. Hierarchical Authorization need to  be enabled for reusing the platform management permission, otherwise, only the Directory permission can be reused.

2. The reused permissions can still be modified and saved in Manage > Permission.

3. When the data permission is reused, row and column permissions cannot be reused. After reusing data permissions, the admin needs to set row and column permissions separately for departments or roles.

Note: This section will take department permission reuse as an example.

Permission Configuration

The admin logs into FineBI. Click Manage > Permission > Permission Quick Configuration > Dept. > Finance dept., and enable the View permission of Industry Application.

Permission Reuse

1. Click  to set up permission reuse.

2. Select Directory in Reuse Module, Dept. in Reuse Source, and Finance dept. in Dept. Click Next.

Select Technical support in Target. Click OK. Then the directory permission of finance department can be reused by Technical support.

Demonstration

The Directory tab page of Technical support is shown in the following figure:

After the permission is reused, the permissions of the current department or position will be replaced by the collection of permissions from the department or position of Reuse Source.

Note: This section will take the management permission reuse for another role as an example.

Adding a Role

The admin logs into FineBI. Click Manage > User > Role. Click  to add a role, Data Architect.

Permission Configuration

The admin clicks Manage > Permission > Permission Quick Configuration > Role. Select Common role, and enable the Use permission of User.

Permission Reuse

1. Click  to set up permission reuse.

2. Select Manage in Reuse Module, Role in Reuse Source, and click Common role. Then click Next.

Select Data Architect in Target. Click OK. Then the management permission of common role can be reused by the data architect.

Demonstration

The Manage tab page of Data Architect is shown in the following figure:

After the permission is reused, the permissions of the current role will be replaced by the collection of permissions from the role of Reuse Source.