Setting Folder Permissions in Xtraction

Document ID : KB000101446
Last Modified Date : 14/06/2018
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Introduction:
We need to let the users to access only the folders which are configured for them to see.
How to setĀ folder permissions in Xtraction for user access?
Environment:
Xtraction 2017.1
Instructions:
In Xtraction, you have the ability to create private and shared folders. Private folders can only be seen by the user who created them, and thus can only be used by that user. Shared folders however, can be set up to be viewed by specific individuals or groups. In fact, in Xtraction, that is the sole purpose of groups. Groups in Xtraction are used specifically to organize users into groups and then give specific folder permissons (to shared folders) to those groups. This allows you to easily manager which groups of users you want to have access to which shared objects (Dashboards, Reports and Documents) in Xtraction.

Here is how this works:

1. Create a folder in Xtraction and set it to be a shared folder
2. then create a group, and add the appropriate users to that group in Xtraction
3. now go back to edit the folder you created, and give the appropraite group permissions on that shared folder

You can now do the same and create different folders for different departments, and then put the dashboards created specifically for those different departments into their shared folder and then grant access to a group that has memebers who are in that department, thus blocking other users in other departments from being able to access that folder.

Please keep in mind that groups in Xtraction are NOT related to groups in Service Desk (or other service management product) and thus they are not created automatically and do not coincide with each other. You need to manually create the groups that you need in Xtraction, and manually add the appropriate users to those groups.
Additional Information: