How do you define QlikView roles and permissions for different user groups?

1 What are QlikView roles and permissions?

QlikView roles and permissions are the way you can control who can access, view, edit, and distribute your QlikView application and data. QlikView has four main types of roles: developer, administrator, publisher, and user. Each role has a different set of permissions, such as creating or modifying scripts, loading or reloading data, managing security settings, publishing or distributing documents, and selecting or filtering data. You can assign roles and permissions to individual users or groups of users, depending on your organizational structure and security policies.

2 How to create a QlikView roles and permissions matrix?

Creating a QlikView roles and permissions matrix can help you plan, document, and communicate the access and control levels of each user group. To begin, identify the user groups and their roles in your QlikView application. Additionally, list the relevant permissions such as creating scripts, reloading data, managing section access, etc. Then, create a table with user groups as rows and permissions as columns. For each cell, indicate whether the user group has the permission or not using symbols like Y (yes) or N (no). Finally, review and validate the matrix with stakeholders and users to make any necessary adjustments.

3 How to implement the QlikView roles and permissions matrix?

Once you have created the QlikView roles and permissions matrix, you need to implement it in your QlikView environment. To do this, you can use the QlikView Management Console (QMC) to manage server and publisher settings. This includes creating and assigning user groups, defining security rules, scheduling and distributing tasks, and monitoring system performance. Additionally, QlikView Desktop is the desktop application where you can design and develop documents by creating and modifying scripts, loading and reloading data, adding and editing objects, and applying visualizations and expressions. Section Access is a special script statement that allows you to define access rights for each user or group of users within a QlikView document. Lastly, the QlikView AccessPoint web portal allows end users to access published documents, select and filter data, export data, and create bookmarks.

4 What are some best practices for QlikView roles and permissions?

Defining and implementing QlikView roles and permissions can be a complex and challenging task, especially for large and dynamic applications and user groups. To simplify the process, it is important to align the QlikView roles and permissions with the business requirements and security policies of your organization. Additionally, keep the matrix simple and clear by avoiding unnecessary duplication or overlap of permissions. Furthermore, use user groups instead of individual users whenever possible. Before deploying roles and permissions to the production environment, it is necessary to test and verify them, as well as monitor and audit them regularly. Finally, document and communicate the roles and permissions to stakeholders and users, providing training and support as needed.

5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?