⛔ Limit access to the Mayday Hub using "views"

As we have discussed in other articles on the Mayday Hub, this tool allows you to manage various types of tasks within a Kanban. Among these tasks, we find:

• Feedback from advisors (Mayday Knowledge, Academy, Selfcare)

• Obsolescence alerts

• Information transmitted by Mayday

• And soon, other types of tasks.

Thanks to the Kanban model, administrators with access to the Hub can collaborate to manage these tasks.

👉 "Views" allow you to determine what each role can access in the Hub.

In other words, access to the Mayday Hub is not binary. You can precisely define which tasks a user can see or not.

This ensures that only the relevant administrators can manage specific tasks, from certain sources or related to particular products.

To do this, you need to follow two steps:

1. Create a view in the administration center preferences

2. Limit access to the Hub to one or more views within a role

1⃣ Step 1: Create a view on the Mayday Hub

1. To create a view, go to the “Collaborative Hub” section of the administration center preferences

2. The list of existing views is then displayed: they can be modified or deleted, if you wish

3. To start creating a new view, click on “Create a view”

4. First of all, it is important to name this view and, if you wish, add a description

5. Then, click on “Add a filter” to define the criteria that will define this view

6. There are three types of filters on which a view can be based: the task author, the task owner, or the type of task

7. If you want to limit access to tasks created by certain users, click on the filter by author

You can then filter on the author of the task by: group, role, user label, or directly to specific users.

Several rules can be applied, and all of these rules are linked with an “AND” or “OR” condition of your choice.

For example, in the above case, the Hub view will be filtered on tasks whose authors are part of the “Admin-Default” group AND the “Owner” role.

8. If you want to limit access to tasks for which certain users are responsible, click on the filter by owner

For this filter, the logic is exactly the same as for the authors.

9. Finally, if you want to limit access to certain types of tasks, click on the filter bytype of task

You can then choose which types of tasks will be available via this view.

2⃣ Step 2: Assign one or more views to a Mayday role

🎯 The goal of Hub views is to be able to limit the access of certain users to specific tasks on the Hub. To do this, once the view is created, you just need to assign it within a role.

To do this:

1. Go to the role for which you want to limit access to the Hub

2. “Collaborative Hub” tab

3. If you want this role to have access to the Hub, make sure the Hub read right is enabled

4. If you want this role to have access to all Hub tasks, do not enable the scope

5. On the contrary, if you want to limit access to the Hub to one or more views, you need toenable the scope

6. Once the scope is enabled, you just need to select the view(s) that this role will have access to on the Hub

7. Save the role

8. Now, users with this role will only have access to the selected views

3⃣ Step 3: Go to the Hub

Finally, when a user whose role is limited to one or more views goes to the Hub, they willhave the choice between the different views they have access to: