Testing access control

Detailed access control is a feature exclusively available in the Enterprise subscription of PayAnalytics. Once you've set up your access control to fit your organization’s needs, it can be an important step to test the configuration, as it may involve sensitive data and visibility settings.

As an admin, you can follow these steps to test the user roles you’ve created. Before proceeding, seeDetailed access control article for more information on setting up roles.

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These steps are intended for the admin to test and confirm the access restrictions before assigning them to actual users.

Steps for testing user roles:

1. Create a test user.

   • Set up a new user account with a distinct username, such as 'Test User Role'. Having set a distinct username for this testing role, will ensure that your admin access won't be disrupted.

   • Use your own email address when creating the account. The email is only needed for password recovery purposes.

2. Assign the desired user role.

   • Apply the user roles you want to verify to the newly created 'Test User Role' account.

3. Log in as the test user.

   • Log out of your admin account.

   • Log into the new 'Test User Role' account following the instructions sent to your email from bot@payanalytics.com.

Once logged in, you can explore the system from the perspective of the assigned user role. This allows you to confirm that the restrictions and permissions are functioning as expected (both restricted features of the system and access to specific datasets or data points).