OrgChart Now Help Guide

Restrict to Own Branch Example

Audience:

Audience: Administrators 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 restrict a users' access to view only their branch.

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

Configuring a 'Restrict to Own Branch' 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 Restrict to own branch from the dropdown menu.

  10. Optionally, click on the + button to allow access to level(s) above the user assigned to this BLS profile.

  11. Click on the Field dropdown menu, and select the field used to restrict the branch.

    BLS_RTOB_Editer.png
  12. Click Save.

  13. 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 'Restrict to Own Branch' BLS profile configured above.

Without Branch Level Security
BLS_RTOB_PreSec.png
With Branch Level Security

The following screenshot is the result of the BLS profile when signed in as Archie Fry:

BLS_RTOB_Sec.png