Managing Interfaces, Widgets, and User Group Access in Raven

A Practical Guide to Controlling Data Visibility and Permissions Across Your Organization

Overview

Rayven provides a powerful interface management system that allows administrators to create customized interfaces, each containing one or more widgets. Every user in Rayven belongs to a specific user group, and each user group has permissions that determine which interfaces they can access and which data they are allowed to view.

Key Components

1. Interfaces

   • Comprised of widgets that display or collect information.
   • Can be tailored to different roles or data needs within the organization.

2. Widgets

   • Modular elements that can be added to an interface (e.g., charts, forms, tables).
   • Configurable to display data from primary and secondary tables, as well as workflow information.

3. User Groups

   • Define which interfaces are accessible.
   • Control visibility of data through labels and filters.

4. Labels and Filters

   • Labels categorize data from the primary and secondary tables.
   • Filters determine which records are visible to each user group.
   • Provide granular control—e.g., limit user group 1 to data from “Building 1,” while user group 2 only sees data for “Building 2.”

Managing Interfaces and Access

1. Create or Edit an Interface

   1. In the Interface Management section, click New Interface or select an existing one to edit.
   2. Assign a  widgets (e.g., forms, charts, lists).
   3. Save changes to finalize the interface setup.

2. Configure Widgets (Done within the workflow)

   1. Within an interface, add new widgets or open existing ones to adjust their settings.
   2. In the workflow specify which widgets you want to display cond connect them to your workflow data nodes (primary/secondary tables, workflow nodes) and apply labels/filters as needed within the widget nodes in the workflow.
   3. Save configurations to apply the widget setup.

3. Set Up User Groups and Permissions

   1. Navigate to the User Groups settings.
   2. Create or select a user group and assign which interfaces it can access.
   3. Configure data filters based on labels so only relevant records are visible.
   4. Save changes to lock in the access rules.

4. Assign Users to Groups

   • Add or edit user accounts in the Users section.
   • Select the user group(s) appropriate for each individual’s role.
   • Users will automatically inherit the access controls defined by their group.

Example Scenario

• User Group 1: Has access to the “Operations” interface and can only see data labeled for “Building 1.” This means they will only view relevant forms, tables, and workflow steps pertaining to that specific building.
• User Group 2: Has access to the “Maintenance” interface, which is filtered to show data from “Building 2” only. Their widgets and workflow items are restricted accordingly.

Benefits

• Granular Control: Ensure each user or group sees only the data they are meant to see.
• Enhanced Security: Protect sensitive information by limiting data visibility.
• Streamlined Interfaces: Tailor each interface to the tasks and responsibilities of each user group.
• Scalability: Easily manage and scale to additional buildings, departments, or workflow data as needed.

Best Practices

• Plan Labels and Filters: Before setting up user groups, decide how to label and categorize your data for efficient filtering.
• Regularly Review Permissions: As your organization changes, update user group permissions to maintain accurate data visibility.
• Document Changes: Keep clear records of interface configurations and user group setups to simplify troubleshooting or audits.

By following these steps and best practices, administrators can create a highly controlled and efficient data environment in Raven, ensuring the right users have access to the right interfaces and data at all times.