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Section Access - User management

Hi,

we have to implemented Section Access in a new QVW Dashboard where security is based on 4 levels (Company, Business Unit, Territory and Sales Person). In addition, users may have restricted access to some of the Dashboard Tabs.

One user may be assigned to different values for each level (C1/C2/C3, BU1/BU2, T1/T2/T3..., SP1/SP2/SP3) and same user may only have access to some of the Tabs (Tab1/Tab2).

In test enviroment, We are maintaining this information in an Excel File with no issue, but since we are planning to open access to around 200 users, Excel Solution does not seem to be the best approach.

We have done little bit of research and we have not found any Qlik Tool to manage that info, is that correct?

Does anyone faced similar requirement? How did you solve it? Custom application is the way to go?

Thanks in advance,

Regards,

Roger

1 Reply
marcus_sommer

In general is excel very suitable to maintain section access informations. Of course you could transfer it to a database but it won't make your life easier (unless you need a complex authentication/autorization who could maintain which parts of the section access rules).

Depending of your requirements it might be possible to maintain for some parts only a few key data and loop through them to create the real section access table(s). I have done this in the past and I think you will need quite a long list of requirred entries to justify these efforts and complexity.

Another point to simply section access is to use user-groups instead of users and by using the DMS mode with custom users (we use this approach and it had both - advantages and disadvantages) you could funtional-users like Region1, Region2 ... instead of named-users (you need only to maintain changes between the regions but not entry and leaving the company).

- Marcus