This set of training classes includes information on User Roles and Selective Access. Classes include:
User Roles Overview (306)
了解如何设置用户角色和selective access is key in the model building process. Take a closer look at the controls available for this process. It provides and overview of both user roles and selective access before moving into more details around the user role feature. It is recommended to take this topic before moving on to 307: Selective Access.
After completing this course, the learner will be able to:
Explain the importance of user roles and selective access in a model
Create a model role
Use roles to set permissions for modules, versions, Lists, and Actions
Set landing dashboards for roles
Personalize content by role
Assign a model role
This class will take approximately 15-20 minutes to complete.
This course dives deeper into selective access. Using selective access allows the model builder a greater amount of control over what individual users see and have access to.
After completing this course, the learner will be able to:
Explain the items for which selective access can allow and deny access
Turn on selective access
Setting selective access for users
Assigning selective access by user
Explain how selective access affects dashboard views and interactions
Utilize selective access with dependent dropdowns
Assign different levels of read and write access
This class will take approximately 15-20 minutes to complete.
Users can be automatically added to a model through an Import process. At the same time you can also set their Model Role and Selective Access information automatically. This training covers what you need to know to perform this process.
After completing this course, the learner will be able to:
Automatically add users to the system through an import
Set users model role and any selective access designations
Setup a permission module
Utilize saved views to optimize the import process
Create import actions
Automate permission updates
If you would like a closer look at the formulas and setup, a model blueprint is available for download. Click theAutomating User Access Blueprint.xlslink here or on the top right of the page.
This class will take approximately 11 minutes to complete.
