Directory Authorization

  • Last update:  2020-11-10
  • I. Overview

    1) By enabling Hierarchical Authorization and Edit Directory in Global Setting, you will be able to set up View, Edit and Authorize permissions.

    2) Receptors are allowed to view and edit directories in Directory, or to re-assign the View, Edit and Authorize permissions to relevant departments and users.

    For more information, please refer to Hierarchical Authority Allocation

    You will learn
    • Directory Management

    • Example

    II. Directory Management

    1. Enable Hierarchical Authorization in Global Setting

    Go to Manage -> Permission -> Global Setting. Enable Hierarchical Authorization and Edit Directory. Click Save.

    1.png  


    2. User Interface

    The View, Edit and Authorize permissions of Directory can be assigned to a Dept./Role/User on the right, and receptors with Authorize permission are able to view and edit on directories, or assign relevant Manage and Directory Permissions to other users.

    Note: please refer to Hierarchical Authority Allocation for more information

    2.png

    III. Example

    We'll take Sun Hong (id: Lily, pwd: 123456) as an example to show how to assign Directory Management permissions after enabling Hierarchical Authorization in Global Setting.


    1. Directory Permissions

    Assign the View and Authorize permission of directory "Report" to Sun Hong (Lily) in Directory Permissions, as shown below:

    Note: the Edit permission constantly comes with View permission, and those who have Authorize permission will definitely have View and Edit permissions.

    3.gif 


    2. Personnel Management

    Go to Personnel Management and assign Authorize permission of Technical support to Sun Hong:

    4.png


    3. Manage

    Go to tab Manage and assign View permissions of Directory, User and Permission to Sun Hong.

    Note: users can edit in Directory once system administrators assigned View permission of this directory to them.

    5.png


    4. View Results

    1) Login the platform as Sun Hong (id: Lily, pwd: 123456). Now she can assign View, Edit and Authorize permissions of directory "Report" to users from Technical support.

    6.png

    2) Also, she is able to edit the Report part under Directory.

     7.png


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