Configuration Guide › Security and Permissions › Permissions › Use Case: Filter to Provide Self-Service Access to a User

Use Case: Filter to Provide Self-Service Access to a User

To allow a user to access all of their own entities for self-service functionality, add the following filter type resources to CA GovernanceMinder using the client tools.

1. Add a user filter by filling out the Resource Details screen as follows:
   • Res Name 1: [FILTER_USER]
   • Res Name 2: *
   • Description: Users can see themselves in universes that use the LoginID field.
   • Type: Filter
   • Filter1: (user.LoginID=$$PersonID$$)
2. Add a role filter by filling out the Resource Details screen as follows:
   • Res Name 1: [FILTER_ROLE]
   • Res Name 2: *
   • Description: Users can see their linked roles in universes that use the LoginID field.
   • Type: Filter
   • Filter1: (~(user.LoginID=$$PersonID$$))

     Note: The tilda operator (~) specifies linked entities.

3. Add a resource filter by filling out the Resource Details screen as follows:
   • Res Name 1: [FILTER_RES]
   • Res Name 2: *
   • Description: Users can see their linked resources in universes that use the LoginID field.
   • Type: Filter
   • Filter1: (~(user.LoginID=$$PersonID$$))

   Note: To avoid truncating the filter string, expand the width of the Filter1 column in the Edit Resource pop-up screen before you enter the string.

4. Enter a value for the Filter ID (Res Name 3) field for each new resource filter according to the numerical sequence.
5. Associate the new resource filters with a role.
6. Save changes to the Eurekify.cfg file.

Important! If you mapped the login ID attribute to an attribute other than LoginID in the universe, change LoginID to the correct attribute in the filter. For example, if login IDs are stored in the GUUID attribute, change the filter as follows:

(user.GUUID=$$PersonID$$)