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How to Build an Automated Permission System

Background

When an enterprise has multiple branches and each store manager manages multiple stores:

First, because of personnel changes, manually maintaining user information in BI becomes cumbersome and untimely.

Second, because one store manager may manage multiple stores, each store manager needs data permissions only for the stores they manage. Setting permissions store by store is a large workload. If a store manager changes stores, permissions must also be modified manually, which is inconvenient.

To address the two issues above, Guandata can provide a convenient solution through the following two modules:

Modules to Configure

Account Sync

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Data Permission Template

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Procedure

  1. Extract user data information and user group data information from the database where the data is stored into BI. If user information does not exist in a database, it can only be manually uploaded through Excel, which is more cumbersome and cannot achieve automation.

  2. Put these two datasets into the account sync dataset, configure field associations and update methods. For details, see Account Sync.

Set the Data Permission Template

  1. Configure the data permission template. For details, see Data Security Templates.

  2. Apply the data permission template to the required datasets:

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Note that fields in the dataset must correspond to the fields written in data permissions for the configuration to take effect. For example, Number ID here must correspond to Number ID in the dataset:

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At this point, an automated permission system is complete. You only need to maintain user information in the database.