Configuring Access Filters
This tutorial guides administrators through the process of configuring access filters. Access filters allow administrator to control what content each user can view. This is useful if you want to restrict content to different paying customers. Or you have different sorts of content in the same organization and want to target different users.
Lesson Overview
In this lesson, we delve into the vital process of configuring access filters, a key component in managing data accessibility within software applications. By understanding how to set up these filters, you empower yourself to specify conditions and rules that determine who can view or modify data. This skill is crucial for maintaining data security and ensuring that sensitive information is only accessible to authorized users.
The lesson aims to equip you with the ability to:
- Recognize the importance of access filters in data management.
- Set up and configure access filters effectively.
- Specify conditions and rules that tailor data visibility to meet security and operational needs.
By the end of this session, you will have a comprehensive understanding of how to control data visibility through well-configured access filters, enhancing your capability to safeguard information consistently.
Key Objectives
- Understand the fundamental skills needed to configure access filters effectively. This includes learning how to navigate the software interface and utilize the filtering tools available.
- Ensure safety and security by setting appropriate conditions and rules to protect sensitive data from unauthorized access.
- Prepare by familiarizing oneself with the types of data and the specific requirements for access that may be necessary in different scenarios.
- Develop the ability to troubleshoot common issues that may arise during the configuration process, ensuring continuous and reliable data access.
- Computer with access to the relevant software application.
- Internet connection for accessing online resources and tutorials.
- Access credentials for the software to implement and test access filters.
- User manual or documentation for reference during the configuration process.
- Notebook or digital document for taking notes and recording configurations.
Open the Filter Settings
Begin the process of configuring access filters by locating the appropriate settings:
- Navigate to the admin section
- Look for the section labeled "Filters & Folders"
- Click on this section to open the filter settings interface.
Ensure you have the necessary permissions to modify filter settings before proceeding. You must be a company administrator
Create your filters
Type in a name of a filter and click the +Add button.
This could be something like 'premium-content' or 'junior basketball'. Anything that you wish to use to subdivide you content.
When you have finished adding filters, hit save.
Add the filter to your content and users
Once your filters are applied, navigate to any program, plan or activity.
click on the 'Settings' button at the top.
Scroll down and open the 'Sharing' section.
Click on the filter you wish to apply to this piece of content. Once the filter has been applied only users that also have that filter will be able to see it.
Apply filters to users
Navigate to your admin 'Users' page.
Click on 'Edit' for the user you wish to modify.
Scroll down to the 'user access' option and select all filters that you wish to apply to this user.
Test and Verify Filters
To ensure your filter has worked. Setup a test account and apply the appropriate filters to it.
Log in and scroll through the programs, plans and activities. Check that only the content you want the user to see appears.