Manage Permissions
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Crystal Projects often carry highly sensitive and confidential data that needs to be handled with care.
For this reason, Crystal Console offers a Permissions Management System that enables you, as Admin User, to manage and customize Member Users' Permissions in order to control which data they can see and ask for in Crystal Advisor.
The current version of the capability has been developed to help Admins ensure the highest level of privacy and security of your Crystal Project with an easier, faster, and more granular system.
Let's see how to tailor permissions to your needs!
Remember
Permissions can also be set during the Configure Topic process in the "Set Permissions" phase.
Underlying Rules
The Permission Management System is designed to support a range of automatic rules that quick-start the permissions' settings and act as a baseline framework for you to start from.
Therefore, before deep-diving into action, it is important for you to keep in mind the main principles that rule the Permission Management System.
Permission Levels
Permissions apply to Topics and Filters.
Please Note
You need to set permissions on your Crystal Project independently of the permissions set in the Data Sources underlying Topics.
In other words, Crystal doesn't inherit the permissions set at the Database level.
Permission Targets
Permissions target Users and / or Groups of Users (added either manually or through an Identity Provider).
Default Permissions
Some permissions are set by default:
by default, Users have no permissions ("Revoke All")
As soon as you invite new Users to a Crystal Project, they have no permissions for Topics and Filters.
Remember
If you don't grant permissions to a User soon after inviting them to your Crystal Project, they won't be able to see and ask for any Topics when accessing the Advisor for the first time!
by default, Groups have all permissions ("Allow All")
As soon as you create a Group, it gets permissions for all the available Topics and Filters.
Inherited Permissions
Some permissions are inherited automatically:
Users inherit permissions from Groups
As soon as you assign Users to a Group, they can visualize all the Topics and Filters enabled for that Group.
Filters inherit permissions from Topics
As soon as you grant a User permissions to a Topic, they can also visualize all the Filters on that Topic.
Remember
You can leverage the Inheritance Rules in your favour to quickly enable Users to visualize Topics and Filters.
Based on the first rule, strategically creating Groups and carefully selecting its members could be a good strategy to manage Users' permissions in few clicks.
Moreover, adding a new User to a Group right after invitation is the quickest way to enable them to talk to Crystal!
You can find out more about Groups creation and management here.
Manage Permissions Selectively
Alongside the Default Permissions and Inherited Permissions, the Permission Management capability grants you, as an Admin User, the full power to operate granular customisations to the permission settings and therefore bypass - or surpass - the baseline settings that automatically come from the main rules.
Go to the "Users" Tab of the Crystal Console and find the "Manage permissions" Section:
From there, you can manually allow or revoke permissions, choosing to operate selectively:
on the desired target (Users and / or Groups) - see the dedicated area on the Left
at the desired level (Topics and / or Filters) - see the dedicated area on the Right
Remarks on Targets
You can choose to operate by selecting different kinds of targets:
just one User ("Single User")
just one Group of Users ("Single Group")
more than one User at a time ("Multiple Users")
more than one Group at a time ("Multiple Group")
Users and Groups, both at the same time ("Mixed Targets")
Remarks on Topics
Permission Management is available only for Topics that are in the status "Ready" for at least one Language.
If a Topic is "Ready" in any language, permissions can be assigned to it and will affect all the languages available for that Topic.
General Remarks
All the actions that you make on the permission settings always have immediate effect.
Now you are ready to deep-dive into the possible scenarios:
Allow or Revoke Permissions to a Single User
Select your target
from the "Users" Tab, navigate to the "Manage Permissions" Section
in the dedicated "Target" area on the Left, select the option "People" - here are listed all the active Users along with the following details:
name and surname
email
number of Groups affiliations
select a unique User - there are several ways to achieve this goal:
scroll normally
order (A-Z, Z-A, selected first, unselected first)
use Search Bar
Check permissions
Once you select the target, the "Permissions" area opens up on the Right - here are listed all the Topics and Filters with the respective permissions settings.
Please Note
In this case, you may see that the User has:
some, or most, Topics/Filters set to "Revoke" - as this is the default setting for Users
some Topics/Filters set to "Allow" - as this reflects permissions manually given in time
Attention
Topics inherited from a Group are not visible as "Allowed" from here, but can be seen in the Group section only.
Therefore, it is possible that some of the Topics / Filters set as "Revoked" are actually allowed as inherited from a Group.
Manage permissions
Manage the User's permissions by allowing and / or revoking Topics and / or Filters permissions in the respective Tabs ("Topics" and "Filters").
Remember
For the second Inheritance Rule, Filters permissions will follow the actions done on Topics.
However, you can manage Filters' permissions separately in the correspondent Tab.
to search for a Topic / Filter, the following methods are possible:
order (A-Z, Z-A, Allowed first, Revoked first) - for Topics
order (A-Z, Z-A) - for Filters
use Search Bar
bulk or single select
to allow or revoke permissions, simply click on the desired checkboxes, then click on "Save"
Attention
In the "Topics" Tab, two different columns are present: one for the "Allow" action and one for the "Revoke" action.
In the "Filters" Tab, instead, just the "Allow" column is present: therefore, in this case, you need to deselect the checkbox to revoke permissions.
Please Note
For Filters and Values, keep in mind that:
when selecting a Filter, it automatically selects all the Values inside it
when opening a Filter, it’s possible to find the complete list of Values inside and it is possible to choose them one by one
however, the opposite is not possible: you can't remove just one Filter when all of them have been enabled together
See full video!
Allow or Revoke Permissions to a Single Group
Select your target
from the "Users" Tab, navigate to the "Manage Permissions" Section
in the dedicated "Target" area on the Left, select the option "Group" - here are listed all the existing Groups along with the following details:
Group name
number of included Users
list of included Users
select a unique Group - there are several ways to achieve this goal:
scroll normally
order (A-Z, Z-A, Selected first, Unselected first)
use Search Bar
Check permissions
Once you select the target, the "Permissions" area opens up on the Right - here are listed all the Topics and Filters with the respective permissions settings.
Please Note
In this case, you will see that the Group has:
some Topics/Filters set to "Allow" - as this is the default setting for Groups
some Topics/Filters set to "Revoke" - as this reflects permissions manually given in time
Manage permissions
Manage the Group's permissions by allowing and / or revoking Topics and Filters permissions in the respective Tabs ("Topics" and "Filters").
Remember
For the second Inheritance Rule, Filters permissions will follow the actions done on Topics.
However, you can manage Filters' permissions separately in the correspondent Tab.
to search for a Topic / Filter, the following methods are possible:
order (A-Z, Z-A, Allowed first, Revoked first) - for Topics
order (A-Z, Z-A) - for Filters
use Search Bar
bulk or single select
to allow or revoke permissions, simply click on the desired checkboxes, then click on "Save"
Attention
In the "Topics" Tab, two different columns are present: one for the "Allow" action and one for the "Revoke" action.
In the "Filters" Tab, instead, just the "Allow" column is present: therefore, in this case, you need to deselect the checkbox to revoke permissions.
Please Note
For Filters and Values, keep in mind that:
when selecting a Filter, it automatically selects all the Values inside it
when opening a Filter, it’s possible to find the complete list of Values inside and it is possible to choose them one by one
however, the opposite is not possible: you can't remove just one Filter when all of them have been enabled together
Remember
All the changes saved for a Group will be reflected on all Users inside the Group.
See full video!
Allow or Revoke Permissions to Multiple or Mixed Targets
In these scenarios, you will be able to make changes to multiple sets of permissions in one go!
Select your target
from the "Users" Tab, navigate to the "Manage Permissions" Section
in the "Target" section on the Left, select one of these options:
"Multiple Users": more than one User from Tab "People"
"Multiple Groups": more than one Group from Tab "Groups"
"Mixed Targets": both Users and Groups from both Tabs (e.g. one User and one Group, two Users and one Group, etc.)
Attention
In all these three cases, it’s not possible to check the permissions given to Topics / Filters for all the selected targets, as are permissions different for each sub-target selected.
By the way, it is known already that:
Users have "Revoke All" default settings
Groups have "Allow All" default settings
Choose a modality
Once you select the target, the "Permissions" area opens up on the Right - here are listed all the Topics and Filters with the respective permissions settings.
In these cases, it is also possible to choose between two modalities to operate with:
"Append Permissions"
This option entails that the chosen changes - i.e. the allowed or revoked Topics/Filters - will be just added to the permissions already in place, without modifying them.
This means that other Topics/Filters - i.e. the ones not selected - will maintain the current permissions.
"Unlink Target's Permissions"
This option entails that the applied changes will be causing an overwrite on the permissions already in place, modifying them.
The overwriting will happen on the other Topics/Filters - i.e. the ones not selected - which will change by being all revoked.
Remember
The first modality is the safest one to use!
Manage permissions
Regardless of the modality chosen, you can allow and / or revoke Topics and Filters permissions in the respective Tabs ("Topics" and "Filters").
Remember
For the second Inheritance Rule, Filters permissions will follow the actions done on Topics.
However, you can manage Filters' permissions separately in the correspondent Tab.
to search for a Topic / Filter, the following methods are possible:
order (A-Z, Z-A, Allowed first, Revoked first) - for Topics
order (A-Z, Z-A) - for Filters
use Search Bar
bulk or single select
to allow or revoke permissions, simply click on the desired checkboxes, then click on "Save"
Attention
In the "Topics" Tab, two different columns are present: one for the "Allow" action and one for the "Revoke" action.
In the "Filters" Tab, instead, just the "Allow" column is present: therefore, in this case, you need to deselect the checkbox to revoke permissions.
Please Note
For Filters and Values, keep in mind that:
when selecting a Filter, it automatically selects all the Values inside it
when opening a Filter, it’s possible to find the complete list of Values inside and it is possible to choose them one by one
however, the opposite is not possible: you can't remove just one Filter when all of them have been enabled together
Remember
Changes will be applied to all the selected Targets.
See full video!
Limitations Recap
Here is a recap of the main limitations seen in the "Allow or Revoke Permissions" scenarios.
Edge Cases
Please consider the following edge cases that require a careful permissions management.
Users That Outgrow Group's Permissions Settings
With time, you will need to accomodate for specific permissions needs that arise case by case.
Therefore, based on the choices that you make, there will be different types of permission scenarios for Member Users:
Users that only have Group-inherited permissions
if you have assigned them to Groups but never customised permissions further
Users that only have manually granted permissions
if you have not assigned them to any Group but have exclusively customised permissions manually
Users that have a mix of Group-inherited and manually granted permissions
if you have done both actions
In these cases, it is highly probable that some Users end up with less permissions or more permissions compared to the ones granted to the Groups they are in, if you have respectively revoked or allowed many permissions to them after adding them to Groups.
Don't worry: this is actually the most probable scenario, as well as the one where you have actually created totally custom and tailored permissions settings!
Permissions on New Topics
When a new Topic is added to the Console, its permission settings are the ones previously decided during the Configure Topic process, during the "Set Permissions" phase, on a Group level.
Two scenarios are possible:
you have already granted permissions to some Groups
you have decided to skip permission setting for later: in this case, no Group has permissions to that Topic
At a Users' level, this implies that only the Users who were already in the enabled Groups inherit the Topic immediately, whereas all other Users need to be enabled manually later, either individually or by enabling their Groups as well.
When a new Topic is created, remember to double check which Groups or Users need to be enabled to it!
Permissions on New Filters
When a new Filter is added in Console, it is automatically allowed on all Groups: therefore, to all Users in those Groups (because Groups have all permissions by default).
When a new Filter is created, you should double check if the correct Groups/Users have been enabled and manually revoke the permission of some Groups/Users, if needed!
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