OrgChart Now Help Guide

Enumerated Branches 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 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 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 Enumerated Branches from the dropdown menu.

  10. Search the name(s) of the top box employee(s) for the branches you want to make accessible.

    BLS_EnumBranch_Editor.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 'Enumerated Branches' BLS profile configured above.

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 Andi Chang:

BLS_EnumBranch_1.png
BLS_EnumBranch_2.png