Security and User Permission Trainings

This set of training classes includes information on User Roles and Selective Access. Classes include:

User Roles Overview (306)

Understanding how to setup user roles and 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.  

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Selective Access (307)

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.

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Automating User Access (308)

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 the Automating User Access Blueprint.xls link here or on the top right of the page.

This class will take approximately 11 minutes to complete.  

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