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Part 5: Administration
intermediate
Security
Users, user groups, roles, data-driven security via filter groups, status limitations, and managing user-created content.
9 lessons
What you'll cover
- Overview2 lessons
- Users & User Groups4 lessons
- Data-driven Security3 lessons
Lessons
9 lessonsOverview
- 01Chapter DiscoveryAfter this lesson you can choose which Security chapter sections apply to your tenant size and name the controls for multi-company or workflow-stage access.Quiz3 min
- 02PrerequisitesAfter this lesson you can confirm you have administrator access and test users before configuring Security chapter exercises.Quiz2 min
Users & User Groups
- 03Creating a userAfter this lesson you can create a Dime.Scheduler user with authentication, roles, and an optional resource link.Quiz3 min
- 04Using Windows Authentication for Dime.SchedulerAfter this lesson you can configure external authentication and explain how Dime.Scheduler users map to corporate identities.Quiz3 min
- 05Roles & user actionsAfter this lesson you can configure a role by selecting user actions and choose when to extend defaults versus create custom roles.Quiz4 min
- 06Creating user groupsAfter this lesson you can create user groups that cascade roles, profiles, and security rules to members.Quiz3 min
Data-driven Security
- 07Filter groups & filter valuesAfter this lesson you can configure filter group restrictions so each user group sees and changes only the planning data you intend - paired with Business Central permissions.Quiz5 min
- 08Status limitationAfter this lesson you can configure status limitations on time markers to protect workflow stages by role.Quiz3 min
- 09Manage user-created contentAfter this lesson you can reassign or share profiles and layouts before deleting a user so team assets are not lost.Quiz3 min