Configure Data Groups in Enterprise Data Management

Purpose

This article explains how to create and manage Data Groups in Enterprise Data Management. Data Groups define a hierarchy that controls data visibility within an Enterprise-level Safety Management Suite account. Every record (except Company Data) must be assigned to a Data Group.

Understand Default Data Groups

Every SMS Enterprise account has three default data groups:

1. Root: Top level of the hierarchy. Users cannot assign records to Root. Used to grant permissions across the entire tree.
2. Shared: Next tier beneath Root where Company Data lives. All users have at least Viewing rights at the Shared level.
3. Company: Same tier as Shared, but this is where you define your custom data access hierarchy.

Create a Data Group

1. Go to Settings from the menu in the upper right.

2. Select Data Access Groups.

3. Select Add New.

4. Select the Parent Data Group (where in the hierarchy this group should live) and enter the Data Group Name. Click Add.

5. Add additional sub-groups as needed to build the hierarchy.

View Access Per Group

1. Select the Access Per Group tab and choose a Data Group.
2. View which users have access and their roles.
3. Click Add to add a new Data Group, or click the + icon to add a user with a specified role.

For more information about roles, see Adding Users.

View Access Per User

1. Select the Access Per User tab and choose a user from the dropdown.
2. View which Data Groups the user can access and their roles.
3. Click + to add a new Role Permission for an existing Data Group.

4. Select the Data Group and Role, then click Add.