Difficulty: novice
Content
Learning Objectives
After reading this article, you’ll be able to:
Use the authorization matrix to decide on user profiles together with the customer.
What is the Authorization Matrix
The authorization matrix is a way 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.
When using the SBRs ( Step by step implementation guides (SBR) || UNPUBLISHED) you will notice there are already user profiles readily available in the environment.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.
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 list to excel.
Use the Authorization Matrix
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.
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