Configuring Access

Amy Carr
Amy Carr
  • Updated

Step 1: Configure to Groups of Data

Determine how data will need to segmented for different users:

  • If all users of Athennian should see all Entities, then all data can be placed in one Access Group
  • If data needs to be restricted to specific individuals or groups of individuals, then create multiple Access Groups and assign the appropriate data into each Access Group

Step 2: Assign Users with Specific Permission to each set of Data

Determine what permissions individuals should have to access the data they can see:

  • Create Individual profiles and assign a default User Type Role
  • Create User Groups and add individual profiles to each User Group
  • Grant access to Individal User Profiles or User Groups to the data they need to see via the Access Group