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Directory authorization permissions

  • Recent Updates: August 10, 2022
  • Ⅰ. Overview

    1. Version

    BI server version

    Functional changes

    5.1

    -

    5.1.13

    "Quick Permission Configuration" and "User Final Permission" level split

    5.1.15

    "Personnel management" authority is divided into management authority and authorization authority

    5.1.16

    After assigning the authorization permission of the parent directory to the "department/role/person", the small lock of the subdirectory will be grayed out, and you cannot continue to configure the authorization permission.

    2. Application scenarios

    Users expect sub-administrators to be able to assign directory-related permissions to subordinate users in the data decision system.

    This article will describe two kinds of authorization permissions:

    Example

    expected result

    Configuration method

    Example 1

    Let the sub-manager eoco assign the viewing and export permissions of the "Management Cockpit" to the department "Human Resources"

    1) Enable hierarchical authorization

    2) Configure the authorization permissions of the directory

    3) Authorization permissions for configuration data permissions

    4) Configure authorization permissions for personnel management

    5) Configure the use rights of "Management System > Rights Management"

    Example 2

    Let the sub-manager eoco assign the editing authority of "Management Cockpit" to the department "Human Resources"

    1) Enable hierarchical authorization and enable directory editing

    2) Configure the authorization permissions of the directory

    3) Configure authorization permissions for personnel management

    4) Configure the authorization authority of "Management System > Directory Management"

    5) Configure the use rights of "Management System > Rights Management"

    Ⅱ. Example 1

    Example in this chapter: Assign the "Authorization" permission of the directory to the user "eoco", so that eoco can assign the viewing permission of "Manage Cockpit" to the department "Human Resources" on the "Permission Management" page.

    1. Enable hierarchical permissions

    The administrator logs in to the data decision system, clicks "Manage > Permission > Global Setting", activates the "Hierarchical Authorization" button, and clicks "Save". As shown below:

    Note: To assign the "Authorization" authority, the "Grade Authorization" button must be enabled.

     分级.png

    2. Configure directory authorization permissions

    The administrator logs in to the data decision system, clicks"Manage > Permission > Authorization configuration>User final authority", and selects the rights carrier "Department/Role/User". In this example, the user eoco is selected.

    Select the "Directory" Tab to configure the "Authorization" permission of the "Manage Cockpit" directory for eoco, as shown in the following figure:

     权限-目录.png

    3. Configure data authorization permissions

    The administrator logs in to the data decision system, clicks "Manage > Permission > Authorization configuration>User final authority", and selects the rights carrier "Department/Role/User". In this example, the user eoco is selected.

    Select the "Data Authorization" tab to configure the "Authorize" permission of "Industry Data" for eoco, as shown in the following figure:

     权限-数据.png

    4. Configure personnel management authorization rights

    The administrator logs in to the data decision system, clicks  "Manage > Permission > Authorization configuration>User final authority", and selects the rights carrier "Department/Role/User". In this example, the user eoco is selected.

    Select the "Personnel Management" tab to configure the "Authorize" authority of the department "Human Resources" for eoco, as shown in the following figure:

     权限-人员.png

    5. Permission to use the configuration management system

    The administrator logs in to the data decision system, clicks "Manage > Permission > Authorization configuration>User final authority", and selects the rights carrier "Department/Role/User". In this example, the user eoco is selected.

    Select the "Manage" Tab to configure the "Use" permission of the "Permission" module for eoco, as shown in the following figure:

     权限-管理.png

    6. Effect View

    User eoco logs in to the data decision-making system, and clicks "Manage > Permission > Authorization configuration>User final authority" to configure the viewing and exporting privileges of the directory "Manage Cockpit" for the department "Human Resources". As shown below:

     eoco页面.png

     eoco页面2.png

    Ⅲ. Example 2

    Example in this chapter: Assign the "Authorization" permission of the directory to the user "eoco", so that eoco can assign the editing permission of "Manage Cockpit" to the department "Human Resources" on the "Permission Management" page.

    1. Enable hierarchical permissions

    The administrator logs in to the data decision-making system, clicks "Manage > Permission > Global Setting", opens the "Hierarchical Authorization" button, opens the "Edit Directory" button, and clicks "Save". As shown below:

    Note 1: To assign the "Authorization" authority, the "Grade Authorization" button must be enabled.

    Note 2: The "Directory Edit" button can only be opened if the "Level Authorization" button is enabled.

     set.png

    2. Configure directory authorization permissions

    The administrator logs in to the data decision system, clicks"Manage > Permission > Authorization configuration>User final authority", and selects the rights carrier "Department/Role/User". In this example, the user eoco is selected.

    Select the "Directory"Tab to configure the "Authorization" permission of the"Manage Cockpit"directory for eoco, as shown in the following figure:

     权限-目录.png

    3. Configure personnel management authorization rights

    The administrator logs in to the data decision system, clicks  "Manage > Permission > Authorization configuration>User final authority", and selects the rights carrier "Department/Role/User". In this example, the user eoco is selected.

    Select the"Personnel Management" tab to configure the "Authorize" authority of the department"Human Resources" for eoco, as shown in the following figure:

     权限-人员.png

    4. Configuration management system authorization rights

    The administrator logs in to the data decision system, clicks"Manage > Permission > Authorization configuration>User final authority", and selects the rights carrier "Department/Role/User". In this example, the user eoco is selected.

    Select the "Manage" Tab, and configure the "Authorization" permission of the "Directory" module for eoco, as shown in the following figure:

     eoco管理.png

    5. Permission to use the configuration management system

    The administrator logs in to the data decision system, clicks "Manage > Permission > Authorization configuration>User final authority", and selects the rights carrier "Department/Role/User". In this example, the user eoco is selected.

    Select the"Manage" Tab to configure the "Use" permission of the "Permission"module for eoco, as shown in the following figure:

     权限-管理.png

    6. Effect View

    User eoco logs in to the data decision-making system, and clicks "Manage > Permission > General Permission Configuration" to configure the editing privilege of the "Manage Cockpit" directory for the department "Human Resources". As shown below:

     2022-08-10_17-25-58.png

    2022-08-10_17-26-52.png

    Ⅳ. Precautions

    For BI projects of version 5.1.16 and later, after assigning the authorization permission of the parent directory to "department/role/person", the small lock of the subdirectory will be grayed out, and the authorization permission cannot be configured any more. As shown below:

    2022-08-10_17-29-38.png

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