Configuration Data Access allows you to define which users or organizational units have access to specific configuration data within your nShift environment. This ensures proper separation and management of configurations across different divisions, departments, or accounts.

Learn more about:

• Prerequisites
• Step 1 - Enable the Configuration Data Access policy
• Step 2 - Create the Configuration Data Access structure
• Step 3 - Manage users and member accounts
• Step 4 - Working with configurations
• Step 5 - Additional access control

Prerequisites

Before setting up Configuration Data Access, make sure the following policies and permissions are enabled:

• Configuration Data Access policy is enabled in the Settings section.
• Assign Configuration Data Access action is granted to the root user (and any other user who needs to assign configuration access).
• Users who need to manage configurations must also have access to:
  • Delivery Cloud Configuration
  • Configuration Data Access

  • Policies

     

Please reach out to nShift Customer Service to have the configuration access rights activated.
 

Step 1: Enable the Configuration Data Access policy

1. Log in to the nShift Portal.
    
2. Go to Settings > Company Management >Policies in the left side menu.
    
3. Click Edit and enable the policy Configuration Data Access. Enabling this policy allows you to define configuration data structures and assign access to users.
    
4. Click Save
    

If this policy is not enabled, users will see a message indicating that Configuration Data Access is disabled.
 

Step 2: Create the Configuration Data Access structure

Once the policy is enabled:

1. Go to Configuration Data Access under Company Management.
    
2. You will see a default structure with:
   • My Organization Unit
   • My Member Account
      
3. Create new organization units and member accounts to create a structure that meets your data access needs.

Example:

If you created configurations before enabling Configuration Data Access, those will automatically be linked to My Member account.

Step 3: Manage users and member accounts

1. Go to Company Management > Customer Users in your portal.
    
2. On your existing users, you will now see their Configuration Data Access listed. By giving them access to the default Configuration Data Access, they will continue to have the same access as before the policy was activated.
    
3. Return to Configuration Data Access. You can create new configuration data access entries, for example, Brand A and Brand B.
    
4. Go back to your users and update their access. For example, you can give a user access only to Brand A.

This allows you to control which configurations each user or division can access while maintaining existing permissions for users linked to the default access.
 

Example:

 

Step 4: Working with configurations

When you create or edit a configuration:

• The root user can choose which Configuration Data Access (A, B, etc.) the configuration should be linked to by relinking the existing configuration to any of the new Configuration Data Access options.
• Division-specific users will automatically save configurations under their assigned Configuration Data Access.

This setup helps maintain clean separation between different divisions or teams using the same nShift environment.
 

Step 5: Additional access control

If you want users (such as the administrator for A) to assign configuration data access to others:

1. Edit their user permissions.
    
2. Enable Assign Configuration Data Access. This allows them to delegate access management without requiring root user intervention.