Difficulty: starter
Content
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Learning Objectives
After reading this article, you’ll be able to:
Set user access in the context of a property.
Contextual access per
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building
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Assigning access rights in the context of a
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building is a helpful way to separate the
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building data in Workplace Management. When a user has contextual rights to a particular
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building or area in the system, they cannot see or edit the
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building information for the
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buildings or areas to which they do not have contextual rights. Moreover, contextual rights will also hinder the possibility of creating objects such as requests, reservations, and purchase orders for
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buildings to which they do not have access.
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When contextual access is set on a certain level in the hierarchy, the setting will also include all underlying sub- |
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buildings and sub-areas. |
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To use contextual access to |
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buildings, Module settings must switch this setting on> Master Data > |
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Buildings and areas. |
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Contextual access groups
Contextual access groups
There are three access right groups that can be set in the context of a
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building:
View areas and
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buildings
If access to the
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building or area is set in this group's context, the user can only view the information on the
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building or area.
The user can also make objects, such as requests, reservations, and purchase orders, etc., for this
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building or area.
Edit
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buildings and areas
In addition to rights granted by the group “View areas and
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buildings,” the user can edit the information about the
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building or area.
Reservation coordinator
If the reservation coordinator group is added in the context of a
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building or area, access to the reservations is limited to those relevant to this
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building or area. This also applies to the reservation calendar.
There are two ways of managing contextual access to a
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building or area.
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1. Via the instance page of the
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building or area
1. Via the instance page of the property or area
When contextual access to
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buildings has been activated in the environment, there will be a new tab, “Authorized users,” on the instance page of a
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building or area. The list of users with contextual access to a particular
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building or area can be managed via this tab.
To add a new user to this list:
Navigate to a
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building or area;
Click on the “Authorized” users tab;
Add a user who should have access to this
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building;
Select the desired access right group;
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2. Via the system user page
When contextual access to
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buildings has been activated in the environment, two new tabs,
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“building to which this user is authorized” and “Areas to which this user is authorized,” are made available on the system user page.
To manage the
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buildings, a user has access to:
Select a system user;
Click on the tab
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“Building to which this user is authorized.”
Click on the “Add” button.
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Select the
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buildings the user should have access to
Click “Assign selected
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buildings”
Select the desired contextual group(s)
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Example of contextual access rights on
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buildings
The example below shows that the
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buildings that become selectable when creating an object, such as a request, are determined by the user’s authorization rights.
Contextual access to the |
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building “Spacewell Arnhem” | Contextual access to the |
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buildings “Spacewell Arnhem” and “Spacewell hoofdkantoor”. |
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Summary
| Rw ui textbox macro |
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Exercise
- #1
- #2
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