In Tathya, user roles and permissions are managed to control what actions users can perform and what data they can access.
The Alpha role in Tathya is a predefined role designed to provide broad access while limiting certain sensitive administrative capabilities.
Below is an overview of the Alpha role and steps to create client-specific database access to the Alpha role.
Ideal for power users who need the ability to create and manage dashboards and charts but do not need full administrative control.
Suitable for team leads or analysts who work extensively in querying and visualizing data.
Steps to Create an Alpha Role with Client-Specific Database Access :
Copy the Existing Alpha Role:
Go to the settings in the top-right corner.
Click on List Roles.
Select the existing Alpha role.
Click the Action button to create a new role based on the Alpha role.
Rename the New Role:
Name the copied role according to the client. For example:
Example-Alpha if the client is Example.
This ensures the role is uniquely identifiable.
Modify Database Permissions:
Remove alldatabaseaccess Permission:
Navigate to the permissions section of the newly created role.
Remove the alldatabaseaccess permission to restrict access to all databases.
Remove the alldatasourceaccess permission to restrict access to all datasources.
Add Permission for the Client Database:
Add permissions to the specific database associated with the client, e.g., Example Database.
Assign the Role to the Client User:
Navigate to the client user in the List user.
Add the newly created role (e.g. Example-Alpha) to the client user.
Verify that the client user now has access only to the designated database Example Database and cannot access any other databases.
Perform a quick test by logging in as the client user to confirm the role's functionality.
Dashboard Management:
Can create, and delete dashboards.
Can view and modify filters in dashboards they have access to.
Chart Management:
Can create, edit, and delete charts.
Can view all charts they have permission to access.
Database Access:
Can access databases, schemas, and tables that are explicitly granted to them.
Dashboard Filters:
Can use advanced filters and cross-filtering in dashboards.
Limitations of Alpha Users
Restricted Administrative Actions:
Cannot manage roles or permissions for other users.
Cannot access or modify system settings or configurations.
Cannot assign or modify roles for other users.
Cannot change their role to Admin.
No Database Configuration:
Cannot add, edit, or delete database connections.
Limited Access Control:
Can only access datasets, databases, and schemas granted to them by an Admin or through specific role permissions.
Cannot edit or overwrite dashboards unless they are the owner of the dashboard.
Cannot view others' draft status dashboards.
Restricted Plugin and Feature Control:
Cannot enable or disable plugins.
Does not have access to SQL Lab and creating datasets
Security Management:
Cannot create or modify roles.
Cannot edit global security policies.
Clients at Hotwax Commerce request reports through Jira or Slack. We gather requirements, create a task in ClickUp, and assign it to the appropriate team member. The final report is then delivered to the client, ensuring a smooth and efficient process.
Clients initiate report requests through Jira or Slack. This step begins the process of obtaining a customized report, ensuring the client's request is logged and tracked.
Interact with the client to clarify their requirements, ensuring that the report meets the client's specific needs. Collect all necessary details related to the requested report. This ensures all relevant data is considered in the report creation process.
Log in to ClickUp and open the Hotwax Commerce Workspace.
Select the Project Management Space.
Navigate to the OMS Folder and then to the Report list.
Create a ticket in the Report list section in ClickUp.
Assign the tickets to the appropriate team member with all gathered requirements and add the relevant details in the description.
Attach the URL of the report or chart to the ticket in ClickUp and close the ticket.
Deliver the desired result to the client via Jira or Slack. This completes the request process and ensures the client receives the required report.
If a client requests you to create a user on Tathya, the process begins by gathering the user's first name, last name, and email ID. These details are essential for setting up the user's account.
Gather Information: Obtain the user's first name, last name, and email ID from the client.
LDAP User Creation:
First, create a user in the LDAP (Lightweight Directory Access Protocol) system. LDAP serves as the central repository for user authentication and authorization information.
Click Here to learn how to create a user in LDAP
Tathya User Creation:
Once the user is successfully created in LDAP, proceed to create their account in Tathya.
Configure permissions and access levels based on their role and responsibilities within Hotwax Commerce.
Click Here to learn how to create a user in Tathya
Verification:
Log in with the credentials in our system to verify that all reports are visible to us.
Ensure that the user has the appropriate access and permissions.
Notification:
Notify the client once the user account has been set up in Tathya.
Provide them with login credentials and any additional instructions or information they may need.
For example, to view the dashboard, instruct them to click on the Dashboard menu.
This process ensures that user accounts are securely and efficiently established in both LDAP and Tathya, adhering to organizational security and access protocols.