Difficulty: novice
Content
| Table of Contents | ||||
|---|---|---|---|---|
|
Learning Objectives
After reading this article, you’ll be able to:
Use the authorization matrix to decide on user profiles together with the customer.
Both matrices can be found on the startboard by clicking the buttons ‘User profile matrix’ and ‘Authorization matrix’.
What is the
Authorization MatrixThe authorization matrix is a wayauthorization matrix
This overview is could be used to determine what profile a new user should get. The authorization matrix :
gives an overview of all user profiles, including;
a group description;
an overview of which groups are in the profile.
What is the user profile matrix
| Info |
|---|
When the Solution based rollouts are used to create the environment, the user profile matrix is purely informative. After finishing the Solution bases rollouts it will give you an overview of what user groups are part of the created User profiles. |
In the occasion an environment is implemented without using the Solution Based rollout the user profile matrix can also be used to decide user profiles based on the user group groups present in your environment (more on user profiles/groups can be found in User profiles/User groups). We use this matrix to send out to the customer, they can then decide what user groups should be present in what user profiles by filling in the matrix.
The user profile matrix should be exported to Excel and can be used together with the customer to determine which profiles are desired, including which groups should be included in which profile.
Only relevant groups are shown here (based on the modules that are in use (indicated via the settings per module))You can use the profile wizard to generate the actual profiles needed.
When using the SBRs ( Step by step implementation guides (SBR) || UNPUBLISHED) you will notice there are already user profiles readily available in the environment. In that case the matrix will also show these profiles indicating which user groups are present in which user profile.
Where to find the Authorization Matrix
The matrix can be found on the startboard by clicking the button User profile matrix. This will provide you with the list of user groups and a small help text.Use the user profile matrix
To download the matrix:
Click the box on the top to multi select all groups.Click the arrow at the top right to download the full list to excel.
Use the Authorization MatrixIf you don’t make a selection, the full report is downloaded.
If you only want to download a selection, first select the lines you want to export before pressing the download button
After downloading the matrix we can open the sheet in Excel
. Here we can see the user groups present in the environment as well as a short description and the license needed for each user group.
Which user groups we can see in the matrix is dependent on the modules used in the environment. F.e. if we have no reservation module active there will not be user groups for creating/viewing reservations.
Together with the client we go over these groups and possible profiles
. Based on what the user profiles are used for, we can decide what groups are necessary within those profiles.
After receiving the form back from the client we can then create the user profiles accordingly.
| Info |
|---|
Which user groups are shown in the user profile matrix ,depends on the modules used in the environment. F.e. if we have no reservation module active there will not be user groups for creating/viewing reservations. |
Summary
| Rw ui textbox macro |
|---|
|
Search
| Live Search |
|---|