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Data Access: Create Dynamic Access Rules

2020R2: Release Note for Create Dynamic Access Rules. Includes feature video.

When you create dynamic access rules, the rules update automatically as you update your model. Leverage new capabilities to save time.

Watch the video: 4m 30s

Dynamic Access Rules
 
 

Level-Owner for Access Rules

Release: 2020-09-11

When you create access rules using owned levels, the rules now dynamically update when you change the level ownership of users. You can also use the shortcut as a single main access rule that still provides level-differentiated access, or as a base to create more-simply defined rules for groups and users.

Note: In your list of access rules, a tilde indicates that the rule is based on level ownership.

See Create Dynamic Access Rules.

Updated Access Rule Template 

Release: 2020-09-11

You can now enter a tilde in the Level Grant column on the access rule template. This enables a user, or all users in the group, access to the levels they own, automatically including the level's child levels. When you update a user's owned levels, we also automatically update their rules.

See Create Dynamic Access Rules.

Level Attributes for Access Rules

Release: 2020-11-13

Now you can add level attributes to your secured dimensions. Then use them to create access rules. The rules that grant access to level attributes dynamically update when you add or update the level attribute values in your model.

As an example, you can grant view access to all owned levels. Then grant edit access to specific level attribute values. The user can only edit owned levels that are also tagged with the attribute values.

Note: Using level attributes in rules does not protect level attribute values. All users can view and select level attributes in sheets, reports, and charts. Using level attributes in rules is a way to simplify rule creation and fine-tune level access.

See Create Dynamic Access Rules.

Change Add Dimensions Button to Add

Release: 2020-11-13

In the access rule toolbar, we change the Add Dimension button to Add.

Updated Access Rule Template 

Release: 2020-11-13

If you choose to secure level attributes, the template now includes Grant and Grant (All Except) columns for level attributes. You can list the attribute values in either column, but not both. The attribute value can only give access to levels tagged with the attribute value if the user also has access to the level.

See Create Dynamic Access Rules.

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