Navigate the Permissions Pages

You can access the pages for the three Permissions features under the Governance section in the Space Explorer.

The Access Review Page

The Access Review page contains three tabs: Permissions, Data, and Users. The search option on the level 2 header lets users find information by specific keyword. The More options contain the Export feature, using which the data from the three tabs can be exported as sheets in an Excel workbook.

This page mirrors the structure of the Multi-Role Management page but is designed as a read-only interface, ensuring the integrity of access data while still allowing for detailed review.

Permissions Tab

The Permissions tab lists the access level for each role by task and category. The roles are arranged by apps, including both secured and non-secured apps. The roles displayed here are rules created for the space as well as roles specific to the secured app. Enterprise in the app columns indicates the app is non-secured, while the secured apps will show their description.

• The data is arranged in tabular format, with App as the first column.

• The Role column lists the roles, which are created and assigned to the user from Roles.

• The Task column will display the particular section, like Data Hub, Process, etc., to which the role is assigned access.

• The Category column will show if the task belongs to the space or non-secured app or to a specific secured app.

• The final column, Access, will display the level of permission (i.e., Review, Update, and Manage) the role is assigned for the tasks.

Data Tab

The Data tab lists the access level for data by functional area and control field members by role. This information is also arranged by app.

• The tab consists of columns beginning with App and Role, following the same pattern as Permissions.

• Next is the Functional Area column and the Control Dimension for that functional area.

• The Members column displays the specific field members of the control field for which the role is granted access.

Users Tab

The Users tab lists the roles and users assigned to the role. The App column lets us identify if the role belongs to the space or a secure app.

The Users Page

The Users page contains a list of users who are added to the space, along with their name and email address in a tabular format. Following this is the Space Owner column, which indicates if the user is a space owner. Next is the column that lists the role(s) assigned to the user. Users can have multiple roles. Finally, the Last Access column shows the time and date the user last accessed the space.

Level 2 Header Options

• Search: The search option on the L2 header allows users to search for a specific user or role.

• Add User: The add user option lets you add users to the space. The users that can be added are already created by the administrator.

• More: The more option allows you to import and export this data from an Excel workbook.

The Roles Page

The Roles page will show a list of all roles created in the workspace along with the count of users assigned to each role. Following this is the Actions column, where actions like User Assignment, Role Assignment, and Copy are available.

Access to tasks and control of data are both managed only at the space level. Hence, roles are created and managed only at the space level, and users are assigned to roles at the space level only.

Note: Users are added to the workspace first and then, based on requests, are given access to respective spaces. They are assigned roles within the space, which determine the limit of access control in that space.

Level 2 Header Options

• Search: Searches for the role with any keyword typed in.

• New Role: Opens the new role creation pane.

• Multi-Role Management: Navigates to the role access page, where task access and data access for multiple roles can be assigned.

• Delete: Deletes the selected role.

• More: Import and export options for Excel files.