OrgChart Now Help Guide

Branch Access Field Example

Audience

Audience: Administrator Users Edition: Enterprise & Premium

Overview

Branch Level Security (BLS) profiles limit a user's access to a specific subset of branches within a Master Chart.

For example, you restrict users' access to specific branches using a Branch Access field within your data.

The following article provides step-by-step instructions for configuring a Branch Level Security profile using the Branch Access Field rule type.

Configuring a Branch Access Field BLS Profile
  1. Log into OrgChart Viewer.

  2. Click More > Account Settings, and then select the Security option.

  3. Click on the Create New Profile button (under the Branch Level Security heading). An Untitled profile is created.

  4. Click on the PencilPad.png icon, and then rename the BLS profile.

  5. Click OK.

  6. Click on the geariconnew.png icon. The Security Configuration panel is displayed.

  7. Optionally, enter a description of the BLS profile into the Description text box.

  8. Click on the Plus.png icon to the right of the Rule Configuration heading.

  9. Select Branch Access Field from the dropdown menu.

  10. Select the data field associated with Branch Access (populated with a comma-delineated list of Top Box PersonIDs) from the Field dropdown menu.

    BLS_BranchAccess.png
  11. Click Save.

  12. Assign this BLS profile to an Access Group. Reference the Branch Level Security article for instructions on how to assign a BLS profile to an Access Group.

Testing Permissions

Administrators can login as users with different levels of access to test permissions. Reference the Admin User Impersonation article for more information.

The following section tests the 'Branch Access Field' BLS profile. The Branch Access field used to drive example is populated with a comma-delineated list of the PersonIDs associated with the top box of each accessible branch.

Without Branch Level Security
BLS_BranchAccess_PreSec.png
With Branch Level Security

The following screenshots are the result of the BLS profile when signed in as Sarah Lake:

BLS_BranchAccess_Sec1.png
BLS_BranchAccess_Sec2.png
BLS_BranchAccess_Sec3.png

Note

Note: You can use the Search function or Subchart panel to navigate the chart. The Subchart panel displays all branches, but only those associated with the Branch Access field are accessible.