How do Juegos de Datos work?

Juegos de Datos allow generating combinations of restrictions to limit users' access to the following resources:Companies, Users, Templates, Positions and Items.

This means you can create different sets with those resources and, subsequently, restrict each user so they can only view and use the sets assigned to them, with the rest of the juegos de datos remaining out of their reach.

If you want to learn how to apply area- or position-based limits, check the articleHow do area and position limits work?

Recommendation for use

For Juegos de Datos to provide real value, it is recommended to configure them onall users with customized profiles, excluding users with standard profiles or administrators, who usually need a broader view for global platform management.

Access to settings

You can find Juegos de Datos settings in the menu ofAdministración >> Juego de datos.

If you don't see it, it may be due to two reasons:

1. You must have the permission"Juego de Datos"set to"Sí"to access this module.

2. The general parameter"Habilitar juego de datos"may be disabled.

In this case, contactServicio al Cliente, who can assist you to enable it.

Creating a Juego de Datos

The first step is to create aJuego de Datos, assigning it aNameand aDescription(optional).
You can create as many juegos de datos as you need, and edit or delete them at any time.

1. Click on "Crear Juego de Datos":

2. Choose a name (required) and description (optional) for the Juego de Datos, and click on "Guardar":

Once saved, you will be able to associate this Juego de Datos withusers, companies, positions, items and templates, as described in the following sections.

Assigning a Juego de Datos to a user

1. Go toConfiguración > Usuarios y Perfiles.

2. ClickEditaron the user you want to limit.

3. In the edit window, select the checkboxLimitar por Juego de Datos.

4. A list will drop down where you can select one or several juegos de datos to assign.

Specific considerations for users

• A user protected by a Juego de Datos cannot be edited if the person attempting to edit them does not have access to all associated juegos de datos or is not an unrestricted user.

• A user will only be visible for:

  • Userswithout limitationby Juegos de Datos (full access), or

  • Users who belong toallthe Juegos de Datos that limit that user.

Assigning Juegos de Datos to Companies

1. Go toConfiguración > Empresas.

2. Edit the company you want to limit.

3. In theJuegos de Datossection, check the boxLimitar por Juego de Datos.

4. Select one or more juegos de datos from the dropdown list.

Important:

• Acompany can only belong to one juego de datos.

• Ajuego de datos can contain several companies.

• A user with company edit permissions can edit the entire company configuration (including variables),except the assignment of juegos de datos, which can only be modified by the profileAdministrador.

 Specific considerations for companies

• If a company is limited to a Juego de Datos:

  • It will only be visible to userswithout restrictionsor who have access to that Juego de Datos.

  • Theediting of the configurationof protected companies for users who do not share the same Juego de Datos is restricted.

  • It will not be possible toassign protected companiesto collaborators' jobs by users who do not have access to the corresponding Juego de Datos.

Assigning Juegos de Datos to Positions

1. Go toOrganización > Cargos.

2. Create a new position or select an existing one to edit.

3. On theEditartab, clickOpciones avanzadas.

4. Check the boxLimitar por Juego de Datosand select the corresponding juego de datos or juegos de datos.

 Specific considerations for positions

• A position will only be visible to userswithout restrictionsor who belong to the selected Juegos de Datos.

• Theediting of the configurationof a position protected by a Juego de Datos for users who do not share that juego is restricted.

• A user who does not have access to the corresponding Juego de Datoswill not be able to assignpositions that are limited by that Juego de Datos.

Assigning Juegos de Datos to Items

(Can apply to Earnings, Deductions and Others: informational and employer contribution).

1. Go toÍtems > Haberes / Descuentos / Otros.

2. Create a new item or select an existing one and clickEditar.

3. InOpciones avanzadas, check the boxLimitar por Juegos de Datos.

4. Select the juego de datos or juegos de datos from the available list.

Specific considerations for items

• Items will only be visible to userswithout restrictionsor who are assigned to the corresponding Juego de Datos.

• Theediting of the configurationof protected items for users who do not have access to the Juego de Datos is blocked.

• A user who does not have access to the Juego de Datos will not be able toassign or modifyitems that are restricted by that Juego de Datos.

Assigning Juegos de Datos to Templates

1. Go toConfiguración > Plantillas.

2. Create a new template or edit an existing one.

3. InOpciones avanzadas, check the boxLimitar por Juegos de Datos.

4. Select the juego de datos or juegos de datos from the list.

Important note:the restriction on templates appliesonly at the time of generating the document, not to the visibility of documents already issued.

Specific considerations for templates

• Limited document templates will only be visible to userswithout restrictionsor who belong to the assigned Juegos de Datos.

• Only those users will be able tomodifythe template configuration.

• Users who do not have access to the Juego de Datos will not be able toissue documentsbased on templates protected by that Juego de Datos.

• Important note:the restriction on templates applies only at the time ofgenerating the document, not to the visibility of documents already issued.

General considerations

1. Positions, items, templates or companies that belong to a Juego de Datos can only be assigned or managed by:

2. Users who have access to the same Juego de Datos.

3. Users whoare not limitedby any Juego de Datos (full access).

4. Elements thatdo not belong to any Juego de Datoswill be consideredpublic: any user with permissions over that type of resource will be able to see them. The ability to edit them will depend on the user's profile permissions.

5. Userswithout limitationby Juegos de Datos can create, assign and edit resources, even if these are restricted by one or more Juegos de Datos.

6. If a resource is limited bymore than one Juego de Datos, only the following will be able to edit it:

7. Users with access toallthose Juegos de Datos, or

8. Users without limitation by Juegos de Datos.

Example:

• Examples

  • Position 1: without limitation → any user with edit permissions can modify it.

  • Position 2: limited to juego de datosA→ it can only be edited by users with access to juegoA, or users without limitation.

  • Position 3: limited to the juegos de datosA and B→ it can only be edited by users with access to both juegos, or users without limitation. A user with access only toAor only toBwill not be able to edit it.

🤖 This article was translated using artificial intelligence. View original article.