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Celonis Product Documentation

Setting data permissions manually for users and groups

Use this permission source to set data permissions for individual users or groups.

Note

These permissions can supersede a user's admin access. And if a user is a member of two groups, the higher permission level will apply to both groups. For example, if a user has limited access to one group and is then given unlimited access to a second group, they will then automatically have unlimited access to both groups.

See Combining data permissions for explanations and examples if you want to set up data permissions involving multiple values or multiple table columns.

Use this panel and the following steps to set up data permissions manually.

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  1. Select Add User or Group to choose a user or group from the team you are working in, to which you want to grant data permissions. You can pick one from the displayed list or search. Select Done when you've found all the users or groups you want to add.

    If you pick the wrong one, you can use the Delete icon to remove a user or group from the data permissions list. This doesn't delete the user from Celonis Platform.

  2. To give a user or group unlimited access, set the Unlimited access slider by the user or group name on. When you do this, the user or group can see all the data in all of the Data Models that they have access to.

  3. To add a rule to specify what the user or group can see, click the twisty by the user name to display the rule definition panel.

    • Select Add Rule to add a rule for the user or group.

    • Click Select to choose the table and column from the Data Model that the rule restricts, then specify what values in the column the user is allowed to see. Select Save to save the completed rule.

    • Select Edit to alter an existing rule or Delete to remove it.