Portal Access: Varicent
Portal Access is a module in Varicent available through which we can achieve report security, creating web tabs, providing web access to desired user or group of users, sign off and Inquiry processes.
In Varicent, we can add multiple web tabs and web tab groups as required that are to be displayed in the web client where we access our presenter reports and web forms. A web tab group can act as a parent folder under which multiple web tabs can be added.
Users can organize tabs into web tab groups, which create sub-tabs in the web client.
The web tabs that can be added are –
- Presenter Reports
- Direct Link
- External URL
- Data Discovery Dashboards
- Data Discovery Infographic
- Presenter Adaptive reports
- Rapid Reports
- Web forms
The first tab that is added in the List in the Portal Access is the first tab that is displayed on the web client.
After web tabs are created, admins must provide access to the tab itself and to the objects that are included in the tab. If users do not have access to the web tab or the sub-tabs, the users cannot see them in the web client.
To view web tabs and their objects (Say Presenter reports) in the web client, users must be able to access both the web tab and the objects.
Portal Access Groups
In Varicent we create portal access groups that are used to define access trees. Access trees are assigned to web tabs in Portal Access so that web users can access items in the web client.
The Portal access groups can be created for different audiences as per the visibility that needs to be provided for each object.
For Example – If a presenter report is to be accessed and visible to a specified group of people (or group of people in specified region), we can create a portal access group by defining appropriate restrictions and provide report access to only this specific group.
We can provide access to payees to access the web client and edit the web login credentials for any member of a group in Portal Access.
(When an admin changes a user’s password through the Manage Web Access window, the password history is not remembered by ICM)
To maintain the portal access groups in the task manager, we need to define each group members using appropriate restrictions. If not, members can be added manually as needed. (A checkbox appears which prompts if we need the group to be maintained in the task manager or not. Once a group is added and maintained in the Portal access via defined restrictions, the restrictions cannot be edited again from the Portal Access but instead can be done through the Task Manager where this group is maintained)
From the Trees tab in Portal Access, you can create access trees to define access to web tabs, sign offs, and inquiry handling responsibilities. A tree can have as many or as few groups as you would like, and there is no limit to do so.
We can create multiple trees as required for different assignments. Trees are created to define who can see information in the web client. Members at the top of the tree can see their own results and the results of anyone below them in the tree. Group members cannot see results for others who are in the same group as them.
Assignment tab is where can provide access to different web tabs, web forms, presenter reports and other objects using the defined trees we create to provide required visibility. Only the assigned groups in the trees of the trees assigned to different objects will have access and visibility of specified objects.
We need to Validate our assignment every time we provide access to the trees for different objects.
The Sign off tab determine the order that payees sign off on results. Payees in the top group must complete signoff before payees in the next group can begin. To create sign off trees, you must define the hierarchy and decide who can sign off on results, for example, all members or one member in the group.
Inquiry trees define the inquiry handling process. For inquiries, information always flows from the top of the tree to the bottom. Members at the top of the tree can add inquiries that can be handled by members of the group below them. One can enable or disable a user’s ability to add inquiries for report from the Inquiries tab. If the creator of an inquiry is deleted from the Payee table, the system keeps the inquiry so that an admin can view and maintain the inquiry.