By default, users do not have permissions to use the Datashare module of HelloID. In order to enable this feature, the appropriate permissions must be granted to them. Once the permissions have been granted, affected users will be see one or more new links on the HelloID User Dashboard, as seen in the screenshots below.
Above: Before granting Datashare User permissions
Below: After granting Datashare User permissions
Create a Datashare User Role
Follow the steps in this article to create a new role called Datashare User. On the Rights tab of your new role, find the Datashare User group of permissions. You can enable the entire permission group, or selectively enable permissions for a more fine-grained approach.
- Overview: Adds the Data management menu item to the HelloID User Dashboard.
- View users: Displays the list of users who currently have permissions to a folder.
- View history: Displays the audit history of the data share configuration.
- Add users: Allows data owners to add users to the permissions list.
- Remove users: Allows data owners to remove users from the permissions list.
- Create folder: Allows data owners to create a sub folder underneath a parent folder.
- Delete folder: Allows data owners to remove a sub folder from a parent folder.
- Report users: Allows data owners to submit a report to the service desk regarding an end user.
- Change block inheritance: Allows data owners to block permission inheritance on a folder, if the data share configuration allows it.
- Mark for archive: Allows data owners to mark a folder for archival, if the data share configuration allows it.
Add Users or Groups to the Datashare User Role
Once you have created your Datashare User role, you may add individual users or entire groups of users to its membership list. Members of the role will then be granted access to HelloID's Datashare functionality.
If you want to grant permissions to everyone in your organization, you can add the default Users group. Otherwise, you may be more selective by adding individual users or groups with more limited memberships.