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
STREAMS (we will add them in the future, for now we have only a Public environment)
On the navigation menu, they only see App overview
On the left panel they only see:
Master Items but not all the data fields
On the right panel (inside each visualisation) they only see Master Items
Can’t create new Apps
They can create new sheets in the apps but not publish them (only for themselves)
No access to QMC
On the navigation menu, they see everything
On the left panel they see everything:
On the right panel they see everything:
Work (only their apps)
They can create new sheets and publish them
They can create new Apps but not publish them
No access to QMC
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.
DEFAULT CONTENT LIBRARY (Gives access to all logos, images, etc)
CREATE APPOBJECTS PUBLISHED 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)