System Management Authorization

  • Last update:December 21, 2020
  • I. Overview

    By enabling the Hierarchical Authorization feature in global settings, you will be able to set up the Manage permission, which allows permission receptors to conduct system management, or assign permissions to relevant departments/roles.

    For more information, please refer to Hierarchical Authority Allocation

    You will learn
    • Introduction

    • Example

     II. Introduction

    1. Enable Hierarchical Authorization in Global Setting

    Go to Manage -> Permission -> Global Setting. Enable Hierarchical Authorization and click Save.

    1.png


    2. User Interface

    1) Manage permission can be assigned to Dept./Role/User on the right, and receptors assigned the permission are able to perform system management operations, or assign relevant Manage permissions to other users.

    Note: please refer to Hierarchical Authority Allocation for more information

    2.png

    2) The View and Authorize permissions can be configured in Permission Configuration - Manage, once Edit Directory is enabled in Global Setting.

    3.gif

    III. Example

    We'll take Han Wen (id: hanwen, pwd: 123456) as an example to show how to assign Manage permission after enabling Hierarchical Authorization in Global Setting.


    1. Initial Status

    Login the platform with the account of Han Wen(hanwen). Under the circumstances of no permission configurations, the platform interface will look like as below:

    4.png

    Note: the blank home page is due to the fact that View permission of Home page is not assigned by system administrators to Han Wen


    2. Personnel Management

    Log out Han Wen's account and then log in with an administrator's account. Click Permission and assign the Personnel Management permissions of Financial department to Han Wen, as shown below:

    5.png


    3. Manage

    Go to Manage page, and assign View and Authorize permissions of User and Permission to Han Wen.

    6.png


    4. View Results

    1) Login again with Han Wen's account. Now he is able to conduct user and permission management in Manage page.

    7.gif

    2) Also, he can assign View and Authorize permissions of User and Permission to users from the Financial department.

    8.png

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