OrgChart Now Help Guide

Branch Access Field Example


Audience: Administrators Edition: Enterprise


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 in to OrgChart.

  2. Click More > Account Settings, and then select the Security option from the left side menu.Account Settings

  3. Click on the Create New Profile button (under the Branch Level Security heading). The Security Configuration panel is displayed.

  4. Enter a name for the profile in the Name text box.

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

  6. Click on the 5_2_RoundPlus_icon.png icon to the right of the Rule Configuration heading.

  7. Select Branch Access Field from the dropdown menu.

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

  9. Click Save.

  10. 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
With Branch Level Security

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



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.