Personalized Data Permissions
About Personalized Data Permission (PDP) for Users or Groups
Personalized Data Permissions (PDPs) enable you to systematically filter dataset data for a specific user or group in order to create a customized user experience. When PDP policies are implemented, users and groups are granted access only to the Insights data they need. Once PDP policies are implemented, users will see the same information everywhere that dataset is used. This eliminates the need to create custom visualizations and filters.
PDP policies customize the user experience based on specific column values within datasets. For example, the ABC Company might want to apply PDP policies based upon their warehouses. For the warehouse grouping, Advanced Inventory is able to create and systematically apply rules for all ABC Company datasets that contain the column "warehouse". A distinct value is assigned for each warehouse. This enables the system to limit user or group access to only the warehouse data applicable to them.
In order to limit user or group access to warehouses, Advanced Inventory creates, maintains, and runs a script to identify datasets that contain a column labeled "warehouse". Distinct values are assigned for each of the ABC Company warehouses, such as, ABC_Warehouse_1, ABC_Warehouse_2, ABC_Warehouse_3, and ABC_Warehouse_4. Additionally, the ABC_Warehouse_* rule is created to provide users or groups with access to all data within the warehouse column for the corresponding dataset(s).
After rules are applied to each dataset, the _CL_ASSIGN_INSIGHTS_GROUPS subapp systematically grants access to the appropriate users and groups to ensure they have access to the appropriate data in their card visualizations. Advanced Inventory runs a script on a nightly basis to confirm the appropriate groups and rules are applied to each dataset, and to confirm user or group access is up-to-date. If access rights have changed, the _CL_ASSIGN_INSIGHTS_GROUPS subapp adds or removes users and groups based on memberships established by Insights administrators through the Insights Admin Settings. Refer to About administration of the Insights Dashboards for more information.
The _WAREHOUSE_ACCESS configuration element in Advanced Inventory Platform Manager should be used in conjunction with PDP to retrieve a list of warehouses the user has access to. When users log on to Warehouse Insights, Advanced Inventory Platform Manager communicates with Insights to determine all of the groups the user is associated with. For example, the Insights administrator added user A to 12 groups through Insights Admin Settings. Platform Metrics then determines whether the user's groups match the user's warehouse access according to the _WAREHOUSE_ACCESS configuration element. When group access changes, Advanced Inventory Platform Metrics will systematically identify mismatches and automatically update the user's group associations.
Implement Personalized Data Permissions (PDPs)
Insights functionality can be configured to support Personalized Data Permissions (PDPs) for users and groups.
To implement the PDP functionality in your environment, complete the following.
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Configure the _WAREHOUSE_ACCESS configuration element. Refer to Configure general Setup defaults for more information.
Configure general Setup defaults
You can configure general default settings for desktop and mobile features by defining the Setup configuration elements.
To configure the Setup configuration elements, complete the following steps in Platform Manager.
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Go to Develop > Application Configuration.
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Optional. You can select one of the buttons to determine whether the configuration elements display in a list or in tiles. By default, the configuration elements are displayed in a list.
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Select the Outbound tab.
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To allow an individual user to select a warehouse, for _ALLOW_WAREHOUSE_SELECT, move the switch right to the On position.
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To specify the label text for the custom item maintenance field, for _CUSTOM_ITEM_TOGGLE_LABEL, enter the desired label text.
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To display the custom item maintenance toggle switch, for _CUSTOM_ITEM_TOGGLE_VISIBLE, move the switch right to the On position.
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To display the custom item maintenance data fields, for _SHOW_CUSTOM_DATA_FIELDS_ITEM, move the switch right to the On position.
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To define the month, date, and year display format for the system, for _USER_DATE_MASK, enter the desired date format.
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To specify an individual user's default warehouse, for _USER_DEFAULT_WAREHOUSE, enter the warehouse.
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To define warehouse access for an individual user, for _WAREHOUSE_ACCESS, enter the warehouse(s) the user has authority to access.Step InformationNote:Warehouses entered must be separated by a comma.
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To define the number of post decimal digits recorded in system quantity fields, for _DECIMAL_PRECISION_QUANTITY, select a format from the dropdown list.
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To display the Reason Code selection prompt on the Inventory Transfer mobile feature, for _PROMPT_REASON_CODE_INV_TRANS, move the switch right to the On position.
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