OrgChart Now Help Guide

Enumerated Branches 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 can

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

Configuring an Enumerated Branches BLS Profile
  1. Log in to OrgChart.

  2. Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

  3. Click on the Account Settings tile, and then click on the Security tab in the left side menu.

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

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

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

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

  8. Select Enumerated Branches from the dropdown menu.

  9. Click on the Find button, and then search the name(s) of the top box employee(s) for the branches you want to make accessible.

  10. Click Save.

  11. 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 'Enumerated Branches' BLS profile configured above.

Without Branch Level Security
With Branch Level Security

The following screenshots are the result of the BLS profile when signed in as Andi Chang: