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chiru_thota
Specialist
Specialist

Section access for a heirarchy ( Head -->Manager --> Lead --> Employee)

Hi All,

We have a security requirement to implement sections access at various levels.

( Head -->Manager --> Lead --> Employee)

  • Head should be able to see all the data
  • Manager should be able to see all the data of people working under him (Lead & Employee)
  • Lead should be able to see data only employee reporting to him
  • Employee should be able to see only his data

Can you please help with ideas /Examples?

Thanks,

Chiru

3 Replies
Gysbert_Wassenaar

Use the HierarchyBelongsTo function to create a table with the relevant subtrees of subordinates for the all the employees. See this blog post for more information: Unbalanced, n-level hierarchies

Then create a section acces table that links the users to the table you created with the HierarchyBelongsTo function. Enable the options Initial Data Reduction Based on Section Access and Strict Exclusion in the document properties so each user will only see the records associated with his/her entry in the hierarchybelongsto table.


talk is cheap, supply exceeds demand
manojkumargowda
Creator
Creator

Hi,

I'm not able to get this. I've taken a sample data to test this, and created the hierarchy (hierarchybelongsto) structure, But I'm non able to link this in section access to restrict data so that only manger can see his employees data.

Sample data:

NodeIDParentIDNodeNameSales
1 Mark25
21Prasson30
32Sujatha15
43David22

image.pngimage.png

Brett_Bleess
Support (Former)
Support (Former)

Not sure if you are still trying to sort things out or not, but here is Design Blog post that might help a little, there are some other links in it as well to other posts too.

https://community.qlik.com/t5/Qlik-Design-Blog/Data-Reduction-Using-Multiple-Fields/ba-p/1474917

I know it is not Hierarchy, but might still be of some use, I know HIC has some other posts on Hierarchies too, so you can search for those as well, the above along with that might be what you need.  Actually, found the one I originally was thinking of, so this one is likely what you need here:

https://community.qlik.com/t5/Qlik-Design-Blog/Authorization-using-a-Hierarchy/ba-p/1476319

Regards,
Brett

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