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 the authorization as well as the user profile 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 way to decideauthorization matrix
This overview is used to determine what existing profile a new user should get. The authorization matrix:
gives an overview of all user profiles, including;
an overview of which groups are in the profile, and;
a description per group.
What is the user profile matrix
| Info |
|---|
When the Solution based rollouts (SBR) are used to create the environment, the user profile matrix is purely informative. After finishing the SBR 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 SBR, the user profile matrix is a tool to manage and help create new 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. .
Exporting the User profile matrix to Excel makes it easier to use in a conversation with the client.
Only relevant groups are shown here based on the modules that are in use (indicated via the settings per module);
When using the SBRs ( Step by step implementation guides (
using Solution Based Rollouts)) you will notice there are already user profiles readily available in the environment.
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.
To download the matrix:
Click the box on the top to multi select all groups.Use the user profile matrix
Press the ‘User profile matrix’ button on your startBoard;
Click the arrow at the top right to download the full list to excel.
Use the Authorization Matrix;
If 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.
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 needed in each profile;
After approval of the Excel file by the client, the user profiles can be created.
| 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 |
modules are 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.
Summary
| Rw ui textbox macro |
|---|
|
Search
| Live Search |
|---|