Why does UFIDA U8 have no department for the business object in the data permission assignment?

This feature is a prerequisite for setting data permissions, and you can select the objects that you want to control in the data permission control settings as needed.

Data permission control is divided into two levels: record level and field level, corresponding to two tabs in the system"Record-level"with"Field-level", among others"Record-level"The tab contains two types of objects: business objects for permission control and dimension objects, after the dimension objects are enabled, you can adjust the enabling information for each business object in [Manage Dimension Control] for fine-grained control. The system will automatically display the selected objects in the data permission settings based on the selections in the Data Permission Control Settings and Manage Dimension Controls.

Operation method] Double-click [Data Permission Control Settings] to display the settings interface, and select whether to control or not for record-level business objects and field-level business objects"√"。

Descriptions of various types of objects at the record level].

Business object: the target object that is controlled by permissions, and can be divided into common business objects and dimension control objects.

Common business objects: objects that are assigned and controlled according to specific records, such as inventory files, accounts, warehouses, salesmen, etc. After permission control is enabled for common business objects, granular authorization is performed directly by record group in Data Permission Assignment, and control is carried out according to the assigned permissions when using these objects.

Dimension control object: the object of permission allocation and control according to each management dimension, such as customer profiles, customer contacts, and CRM objects (such as services and leads). After the object itself enables permission control, you also need to enable the corresponding dimension object, you can select whether it needs to be controlled by each dimension in [Manage Dimension Control], you need to set the management scope of the operator on each dimension in [Data Permission Assignment - Records], and then specify the control mode of each dimension (this level, this level and subordinate level, etc.) in [Data Permission Assignment - Dimension Control Mode].

When used, according to the operator's management scope of the dimension file and its control mode, a multi-dimensional control rule is formed to control the authority of the target object.

Note:"Customer profiles"Enable record-level permission control in Data Permission Control Settings, and enable permission control by management dimension directly in Management Dimension Control for customer contacts and CRM objects.

Why do you have to enjoy the department by assigning data permissions?

You're talking about the data permissions in the basic information, which include data permission control settings, data permission settings, and amount authority allocation.

Data-level permission assignments include:

Record permission assignment: Permission assignment is performed on specific business objects. Prerequisite: In"Data permission control settings"to control at least one record-level business object.

Field Permission Assignment: It is the permission assignment for the fields contained in the document. At present, for the sake of security and confidentiality, some users propose that some documents or some columns in the list should be restricted from viewing, such as restricting warehouse keepers from seeing the relevant product (commodity) information on the warehousing documents.

When assigning permissions to a role, these permissions are assigned to all users in the role at the same time, that is, multiple users are assigned permissions in batches. If you want to add or delete permissions for individual users, you can assign permissions to the users to achieve the ultimate goal.

Amount Permission Setting: This function is used to set the amount level that can be used by the user, and provides the amount level permission setting for business objects: the amount approval limit of the purchase order and the amount amount of the document preparation of the account. Before you can set these two amount permissions, you must first set the corresponding amount level.

Amount-level permission settings are provided for the following business objects: the amount approval quota of the purchase order and the amount of the preparation amount of the account.