Access Groups
Overview
Access Groups control which folders a specific user can access. Assign users to access groups using the Manage Users function.
The Access Groups function is located in the administration tools menu.
User Interface
Add Access Group | Add a new access group | |
Edit Access Group | Change the name of an access group and control permissions (see Access Group Options). | |
Delete Access Group | Delete the selected access group | |
Add Folder to Group | Add a folder to an access group | |
Remove Folder | Remove a folder from an access group | |
Lock Folder | Lock/Unlock a folder. Locked folders cannot be modified by read/write users (only by administrators) |
Adding an Access Group
To add an access group:
- Select the Manage Groups menu item from the administration tools menu.
- Click the Add Access Group button .
- Name the Access Group.
- Click the Add Folder button to add one or more folder to the access group .
- Click OK.
- Select the Manager Users menu item from the administration tools menu.
- Select a user (using the checkbox)
- Click the Update button to modify a user record
- Select an Access Group.
- Click OK.
Access Group Options
The following options are available:
- Enable export to Excel: allows the user to export any chart data to Excel sheet. By default, this option is disabled.
- Enable row-level security: contact technical support to configure this option.
- Update chart templates and box styles: allows the user to modify chart and box styles.
- Limit chart access to self + subordinates: users in this group are restricted to viewing only their own branch of the org chart.
Tips and Tricks
- If an access group is deleted, all users assigned to that access group will no longer have access to any folders.
- Be careful when granting access to the 'Trash' folder as it may contain sensitive data.
- Make sure to lock the folder containing your production charts (so that read/write users cannot accidentally modify).
Version 1.0.1 - Last Updated January 3, 2020