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Grants

Truedat can be used to document grants given to users. In order to achieve it, a customized integration needs ot be in place to include this information using Truedat's API.
Using the application side menu, you will have two views available:

My Grants

In this view users will have a complete list of all structures to which access have been granted to them. This will include structures to which the grant have been provided and any other structure inheriting this grant.

List of grants

Any user with permission to view grants will have this view available. In this view all grants will be listed for review. Users will be able to apply filters by structure type, system and domain.

Grant Requests

Our data catalog may be used to manage our user requests to access data (grant requests). This is done using a "shopping cart" where users will include the structures to which access is being requested.

Configuration

Template: To activate this feature at least one template needs to be created in the "Grant request" scope. This template will define the information that user needs to complete when requesting access to the data. More than one type can be created in case you need different forms.
Permissions: Provide permission "Approve grant request" to all roles that need to approve these requests.

Shopping cart

Once this configuration has been created users will have the option to add structures to their cart and checkout the request, completing the data that have been setup before.

My grant requests

This is a view for all the users in which you will get a list with all the requests that you have created and their current status. You will be able to filter by status and order by last updated.
This view may be customized in each installation to display the required columns
Clicking on a grant request you will navigate to detailed view in which you will be able to see who has approved/rejected and which role is pending to reply this request.

Approve grant requests

In case that you have a role with permissions to approve/reject grant requests you will have this view. In this view, a list of all pending requests that you can approve will be displayed. You will be able to access the grant details, review them and approve/reject with the corresponding role. If the grant request is rejected, the user who made the request will be notified in the notification system in Truedat and by email.

Access removal request

If you have been given access to an structure but you would like to request it to be removed, you can register this request. Also, a user with the new permission “Request grant removal” can request the removal of another user’s access rights. These requests then will be sent to a third party system for the actual removal which will require integration via APIs with that system.
For your own access, you can go to My Grants and from there navigate to the structure on the Data Catalog. By clicking on the cross next to
and after confirming that you would like the access to be removed, the grant will be marked as “Grant pending removal”. It is possible to undo this request before it has been actioned by clicking on the round arrow next to the structure's name in the Data Catalog
If you have permission to request the removal of other user's access, you can do it from the Data Catalog in the Grants tab where you will see all the accesses granted to the structure and by clicking on the red cross you will request the access removal. In this same page you can undo this action by clicking on the round arrow.
It is possible to search for those grants that have been requested to be removed filtering by “Pending removal” in the Grants and My Grants views.
Once the access has been removed by the external system, through an API the grant expiration date will be updated in Truedat to reflect that the access is no longer granted.

Source systems integration

In case that there is a requirement to integrate this process with the source systems a custom integration needs to be developed according to the installation requirements and architecture.