Being able to view a table does not mean being able to view all fields or export all records. Sales, finance, and analysts have different job scopes, and authorization cannot be handled by just one administrator role.

Difficulties in actual use

Establish the relationship between roles and data scope, and set up separate rules for field desensitization, export approval and batch query; access records should be able to find the operator and purpose.

How to arrange functions and responsibilities

For example, the regional manager can view the operation summary of the region, but does not need to obtain all customer contact information. Different permissions can be used for summary query and customer detail export.

Scenario example

Use cross-regional accounts to verify boundaries and check whether the interface and page are consistent to perform authorization; after resignation, position adjustment and temporary authorization expiration, verify that permissions are recovered in a timely manner.

Check the processing results item by item

  • The authorization application can require filling in the purpose, scope and time limit, so that the approver can see what the applicant actually needs.
  • For long-term repeated exports, controlled reports or interfaces should be considered to reduce the number of copies of files on personal computers.
  • The desensitization rules must match the query scenario. Only hiding the mobile phone number on the page while the interface still returns the original text does not form a permission boundary.
  • After the authorization changes, cached results, export download links and scheduled subscriptions also need to be checked.
  • The administrator’s emergency access can leave a separate trace, and review the reason and involved data after use.
  • Permissions should be designed to allow normal work to be completed. Over-broadness or over-closure will prompt employees to bypass the system offline.

Verification and continuous maintenance

Authorization review can start from the actual usage. For temporary permissions that have not been used for a long time, the person in charge should be asked to confirm whether to continue to retain them. Approval records and execution results can be checked separately, allowing applications that have been approved but not yet effective to be processed.