Access Management is the go-to place for all users, access, and permissions-related settings. It deals with the complete life-cycle of the users on the platform, from inviting users, adding them to groups, and configuring their roles and permissions to deactivation. Access Management lets the admin be in control of the users and their activities on the platform.
Access Management : Explanations & Feature Walkthrough
Navigate to Admin -> Access Management.
It has three sections, Users, Groups, Configure Access and Request Access.
This section provides an overview of all the users from the organization along with their type and status on the Sprinkle platform.
Standard: Users who have permissions apart from the view permissions as a part of the groups they are assigned to.
Click on the Invite User button, to invite new users to Sprinkle. Provide the Email Id of the invitee and select the group to assign the new user to. Enable the bottom toggle switch to make the user a Viewer.
Invited: The users invited on the platform are added to the user list with their status as Invited until they onboard the platform.
Registered: Users who have successfully onboarded on the platform.
Inactive: Admins can deactivate users from the platform
Blocked: Users with more than 3 unsuccessful login attempts are Blocked to access the platform. Admins can unblock users using the Reset button in the Actions column.
Make User Viewer: Clicking on this icon corresponding to the user would make the user a viewer.
Reset Failed Login Attempts: After 3 unsuccessful login attempts by the user, this icon link gets activated. Admin can click on it to reset the failed login attempts count and the user can try logging in again.
Upload User Keys
: Admin can upload user keys and also set an expiration date. Bulk Invite: Through this feature, Admins can invite users to Sprinkle by uploading User details.
: Invite users in bulk by uploading files with user email.
: The list of users currently on Sprinkle along with their status can also be downloaded as a CSV file.
User Actions: This feature enables the Admin to take automated actions. The two automated actions currently supported are, Deactivating the users, not in Azure AD and Email for Inactive Users.
- Email for Inactive Users: Using this feature Admin can schedule emails to the Inactive users.✉
Managing, assigning & adjusting various permissions for a huge number of users can be a tedious task. Use groups to efficiently manage access of similar kinds of users.
To quickly get you started with managing the accessibility, Sprinkle has default groups created.
Folders can also be referred to as Spaces, these spaces may be user-specific, all folders or shared folders for a certain group of users. Managing access to reports for a group of users can also be done using the folders functionality. Read more about folders here.
Row Level Security lets you manage the row-level access of the models. It lets you restrict users to access only the relevant part of the table. For example, you can restrict users in Karnataka to access the sales data only relevant to Karnataka from the sales table. Read more about Row-level Security here.
If there are a large number of users and their permissions are maintained within your own database, you can map those users and permissions in Sprinkle automatically. Sprinkle has an upload service, for uploading user keys and user attributes. If the user has user keys and/or user attributes in their data sources and these are frequently updated, then the user can make use of this service to schedule them. Read about the procedure to sync users here.