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Getting Started Guide

Installation and Resources Connect Yurbi To Your Data Security Planning and Setup Report and Dashboard Building Deployment and Training Operations and Maintenance

User Guides

Dashboard Library Builder Profile

Admin Guides

Installation Architect Settings

Troubleshooting

Error Messages

Developer Guide

API

FAQs

  • Getting Started Guide
  • Security Planning and Setup
Security Planning and Setup

Security Planing

In this section, we’re going to give you the basics of planning and configuring security in Yurbi and provide you an example of a simple setup and a department or multi-tenant security model.

Setup Security Groups – Simple Environments

For simple environments, the out of the box security settings are probably fine, with one small best practice we’ll cover below.

Setup Library Folder Structure – Department/Multi-Tenant Environments

If you are planning to use Yurbi across teams, departments, or have your customers access the Library, there are a few key steps to take.

Create Data Tag

Use data tags and app shield security to dynamically limit users to only their data

Create App Shield Security Policies

App Shield allows you to dynamically limit data based on users or groups

Create Users

Provision users and access permissions

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