How To Set Up Qlik Sense QMC Permissions In 20 Minutes (with Screenshots)

    THE ULTIMATE GUIDE ON HOW TO SET UP QLIK SENSE QMC USERS, STREAMS AND RULESIN 20 MINUTES

    (with Screenshots)



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    REQUIREMENTS

    USER TYPES

    TEAMS

    Consumer

    Contributor

    Developer

    CREATE THE GROUPS

    CREATE THE USER TYPES

    CREATE THE STREAMS

    MODIFY THE SECURITY RULES

    Content Admin

    Owner Publish

    STREAM ACCESS

    STREAM

    DEFAULT CONTENT LIBRARY (Gives access to all logos, images, etc)

    DATA CONNECTION

    CREATE APPOBJECTS PUBLISHED APP

    CREATE APP

    FOLDER DATA CONNECTION

    BONUS: @Stream Developer can edit Published apps (Only if you want to edit Published apps and only for Developers :-)

    STREAMS AND GROUPS

    FINAL STEP ASSIGNING USERS TO GROUPS AND USER_TYPES




    REQUIREMENTS


    USER TYPES

    • Consumer: Main user type. They consume data from Qlik and can create a few things
    • Contributor: Is an extension of the developer. They can do advanced things.
    • Developer: They have wide access to everything. Is an admin user


    TEAMS

    • Management
    • Customer Care
    • Product Team
    • Tech Team
    • BI
    • Finance
    • Marketing
    • Sales


    STREAMS (we will add them in the future, for now we have only a Public environment)

    • Extraction
    • Transformation
    • Management
    • Customer Care
    • Product Team
    • Tech Team
    • BI
    • Finance
    • Marketing
    • Sales



    ACCESS LEVELS

    Consumer

    • On the navigation menu, they only see App overview
    • On the left panel they only see:
      • Master Items but not all the data fields
      • Extensions
    • On the right panel (inside each visualisation) they only see Master Items
    • Streams:
      • Public
    • Can’t create new Apps
    • They can create new sheets in the apps but not publish them (only for themselves)
    • No access to QMC




    Contributor


    • On the navigation menu, they see everything
    • On the left panel they see everything:
    • On the right panel they see everything:
    • Streams:
      • Work (only their apps)
      • Public
    • They can create new sheets and publish them
    • They can create new Apps but not publish them
    • No access to QMC

    Developer


    • Admin access: Everything in the Frontend not QMC








    HOW TO SET UP QMC IN 20 MINUTES


    CREATE THE GROUPS

    Go to custom properties and create a Custom Property called Groups, tick streams and users and create your groups below (your departments).

    Tip: Create one called all for people that require access to everything (your CEO for example)



    CREATE THE USER TYPES

    Create the user types (this is the access level that every group can have). Again in custom properties create one called user_type and tick users. We recommend creating 3 user_types: Consumer, Contributor and Developer (as per the requirements above)



    CREATE THE STREAMS

    You can create one public or multiple streams. The more streams the more you can customise the access to apps but also the more maintenance requires.

    You can give access to the streams at the user level, for example, John will only see the finance stream but Peter will see Finance and Sales.

    We recommend creating at least 3 of them Extraction, Transformation and Public.


    MODIFY THE SECURITY RULES

    This is by far the most tricky part. It is a Matrix between the 3 attributes above and some other default rules. I am not going to explain to you how it works (It took me 3 months of visiting the Qlik team to understand it), so just replicate the configuration below.

    Note: Most of these rules are already created if any is not there just create a new one.


    Content Admin


    Owner Publish


    STREAM ACCESS

    STREAM


    DEFAULT CONTENT LIBRARY (Gives access to all logos, images, etc)


    DATA CONNECTION



    CREATE APPOBJECTS PUBLISHED APP


    CREATE APP


    FOLDER DATA CONNECTION



    BONUS: @Stream Developer can edit Published apps (Only if you want to edit Published apps and only for Developers :-)



    And that’s it…. You have create all security rules, your scripts are safe and Consumers can see apps and create their own sheets in the app


    STREAMS AND GROUPS

    Remember to assign each group to the stream you want them to see


    FINAL STEP ASSIGNING USERS TO GROUPS AND USER_TYPES

    Now you need to add the new users (and every time you give a license to anyone you need to assign this)


    Thanks to Richard Byard for his great contribution to this guide ryy