This is a process that involves setting up permissions and access controls within the Sage Enterprise Intelligence software. This process ensures that each user or group of users can only access the data that is relevant to their roles or tasks. It involves various steps such as granting or restricting access to reports, limiting access to master data, assigning specific sites or products to users, and more. This is a crucial aspect of data management and security in any organization.
- In the Administration section
.
- Click on the
Security drop-down menu in the left pane.
- Select
Restrictions.
Any Views/Graphs/Dashboards, or Excel Add-in Reports that are executed will automatically have the restrictions applied. The management of these restrictions can be done by Groups, Users or Data Models. Choose the option that is most suitable for your needs.
Restrictions can be established either at the global level or at the level of a specific Data Model. The global level restrictions utilize Global Parameters and will influence any Data Models that incorporate these Global Parameters. On the other hand, restrictions at the Data Model level will only impact a single Data Model and will be based on a specific field within that Data Model.
To add a restriction globally:
In the Global Restrictions section, enter ABC for the Value and leave the Operator to =.
To add a restriction to a specific Data Model:
In the Data Model Restrictions section, click on Restriction Builder to build your restriction.
Sage Enterprise Intelligence provides a robust and flexible framework for data access control. By leveraging its features, administrators can effectively restrict data access for specific users or groups. This ensures that sensitive information is only accessible to authorized personnel, thereby enhancing data security within the organization. Whether it’s granting or restricting access to reports, limiting access to master data, or assigning specific sites or products to users, Sage Enterprise Intelligence offers a comprehensive solution for data access management. As a result, organizations can maintain control over their data while still promoting a collaborative and efficient work environment.
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