Note: For a more detailed review of Configuring Access, be sure to check out the Video Tutorials for Access in the Athennian Academy. Specifically, the second video on the link above provides a detailed review of Configuring Access.
Step 1: Configure sets of Entity and People records in Access Groups
Determine how data will need to be 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 to each Access Group
Step 2: Assign Individuals with specific Roles to each Access Group
Determine what Role provides the permissions individuals should have to access the data they can see:
- Create Individual profiles and assign a default User Type Role and
- Assign that Individual Profile directly to the appropriate Access Group
- Or is using the recommended User Group configuration, create the appropriate User Groups
- Connect each User Group to the appropriate Access Group
- Add Individual Profiles to the appropriate User Group
Standard Access Configuration