OrgChart Now Help Guide

Account Settings: Access Groups

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

Access Groups control access privileges to source data and application features. Access Groups are assigned to users (reference Account Settings: Manage Users). When a user logs in, their access group determines their authorizations within OrgChart Now.

Accessing Access Groups

Select More > Account Settings and then select the Access Groups option.

Access Groups
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Create a new access group. See Configuring Access Groups section below.

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Mouse over to configure Access Group.

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Mouse over to copy Access Group.

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Mouse over to delete Access Group.

Configuring Access Groups

The Access Group Configuration panel allows Administrators to set the application functionality and access privileges for the selected Access Group.

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General Settings

The General Settings section allows Administrators to select application functionality and folder access for members of the selected Access Group.

Export to Excel

Check to allow exporting raw data to Excel.

Allowed Folders dropdown

Click to toggle on and off access to OCN folders.

Click the + button to add more folders to the dropdown list.

Note

When creating Access Groups, always grant access to the Masters folder, so that users can view the Master Page elements on the chart.

Edit Templates and Box Styles

Check to allow modification of Templates and Box Styles in OrgChart Workbench.

Row Level Security

Check to enable Row Level Security. The Row Level Security dropdown menu is displayed.

Click on the Row Level Security dropdown menu, and then select a Row Level Security Profile from the list.

Role Assignment

Check to always assign a Read Only, Read/Write, or Admin seat role. Reference the Manage Users article for more information on seat roles.

UI Profile

Check to assign a default or custom UI Profile.

Private Folder Access

Check to generate and allow access to user-assigned private folders in the File Manager. This option is only available for users assigned a Read/Write or Admin seat role.

Point in Time

Check to allow access to the Point in Time module.Chart Settings: Point-in-Time Charts

Chart Settings

The Chart Settings section allows Administrators to set Chart Access, Branch Level Security, and Allowed Views settings for each Master Chart.

Chart dropdown

Click to select for which Master Chart to configure access settings.

Chart Access

Check to allow access to the selected Master Chart.

Branch Level Security

Check to enable Branch Level Security for the selected Master Chart.

Click on the Select a Profile dropdown menu to select the Branch Level Security profile to assign to members of the selected Access Group for the selected Master Chart.

Allowed Views dropdown

Click to toggle on and off access to available Views.

Allowed Filters dropdown

Click to toggle on and off access to available Filters.

Allowed Highlights dropdown

Click to toggle on and off access to available Highlights.