Permission Assignment Based on Positions

  • Last update:November 07, 2024
  • Overview

    Version

    Report Server Version
    11.0

    Application Scenario

    Industries such as retail and banking have businesses in many cities, each of which have identical departments and positions.

    It is burdensome for admins to configure permissions one by one when assigning permissions to the same positions in different departments. At this time, you may want to assign permissions in batches based on the position dimension.

    Function Description

    The super admin can assign permissions based on positions after the position dimension is added to the fine_conf_entity table.

    iconNote:
    The added position dimension is invisible for sub-admins.

    Adding the Position Dimension

    Adding Table Fields

    The super admin can add the position dimension through the FINE_CONF_ENTITY Visualization Configuration plugin. The settings take effect after the server is restarted.

    iconNote:
    For details about how to modify field values in tables of FineDB databases, see FINE_CONF_ENTITY Visualization Configuration.
    Configuration Item
    Modification Rule

    FSConfig.authorizeAttr.postAuthority

    The parameter value needs to be of the Boolean type.

    false (default value): The function of assigning permissions based on positions is disabled.

    true: The function of assigning permissions based on positions is enabled.

    Effect Display

    Permission Management

    Log in to the decision-making platform as the admin and choose System Management > Permission Management. The Position tab page is added, as shown in the following figure.

    Template Authentication

    After enabling Authenticate Role Permission, you can select templates that need to be authenticated based on positions, as shown in the following figure.


    Reporting Permission

    The super admin can assign reporting permissions based on positions after visiting http://IP address:Port number/Project name/decision/workflow/authority, as shown in the following figure.

    2024-09-04_16-33-57.png

    Example

    This section briefly introduces how to assign permissions based on positions.

    Permission Assignment

    Log in to the decision-making system as the admin and choose System Management > Permission Management > Common Permission Configuration > Permission Quick Configuration.

    In User Group Dimension, select Director in Position as the permission carrier, and assign the viewing permission on the Business Application directory to the Director position, as shown in the following figure.

    2024-09-04_16-15-06.png

    Effect Display

    The director (username: Alice; password: 123456) can view the Business Application directory and the templates within the directory after logging in to the decision-making system, as shown in the following figure.

    2024-09-04_16-22-35.png

    Notes

    Logic for Permissions to Take Effect

    If a user occupies positions or roles of multiple departments among which hierarchic structures exist, you need to follow the permission logic when assigning permissions.

    For details, see Logic for Peer-Level Permissions to Take Effect and Logic for Hierarchical Permissions to Take Effect.

    Difference of Positions on the Dept. and Position Tab Pages

    Assign permissions to a position on the Position tab page as the super admin, as shown in the following figure.


    The permissions of the same position on the Dept. tab page are not linked, as shown in the following figure.

    2024-09-04_16-09-50.png

    However, in the User List area, the user in this position has been assigned permissions, as shown in the following figure.


    Attachment List


    Theme: Decision-making Platform
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