Using Partitions
This article shows how to use Partitions to segment and share content with groups of users in ResourceFirst.
About Partitions
A Partition in ResourceFirst is a way to segment groups of users by a partition name. A user designated as a Partition Administrator can share certain elements of ResourceFirst with users in his or her partition. Currently, Partition Administrators can do the following:
- Share their Global Filter settings as the default for new users in their partition
- Reset partition users to force an initial use of modified default settings
- Share custom views with users in their partition
- Share Scenarios with users in their partition
Setting Up Partitions
There are three steps to setting up a Partition:
- Designate Partition Administrator(s) by granting them Partition Administrator rights – Assign Partition rights to designated administrator(s) for the partition. There can be multiple Partition Administrators to the same partition. Having multiple partition administrators is common with teams who want to share their views with each other so that everyone on the team can work with the same view format. See Administering Rights and Privileges for information on assigning Partition rights.
- Create a Partition – Create the partition via Administration>Lists>Partitions (only ResourceFirst Administrators can do this), Simply add a new partition name to the list.
- Designate partition members by specifying the partition name in the Partition field for the appropriate users in the User list (via Administration>Lists>Users).
- Important: A User can only be a member of one partition at a time.
Using Partitions to Share Information
Note: When sharing global filter settings, views, or scenarios with users in a partition, there is currently no way to see which specific users are members of the partition. Only a ResourceFIrst Administrator can see the Users list to see who is in which partition.
Sharing Global Funnel Filter settings
There may be a default Global Filter setting that a partition group would like to have applied the first time new users log in. From that point forward, the partition member can modify the Global Filter settings as needed. The Partition Administrator defines the Global Filter settings.
- Note: The Partition Administrator Right grants this capability; ask your ResourceFirst Admin.
Steps to sharing the Global Filter default setting with the partition members:
Step 1: Set your Global Filter in the active session to the default settings you want to share. Then, press Reload.
Step 2: Go back into the Global Settings dialog and press Share for that setting to be shared.
Step 3: Go to Admin>Lists>Users. For those partition users who you want to reset, go to their row and on the far right of their row press the Reset button (see screen shot below). Note: If the user is logged in while you are resetting the account, any user action will take precedence. For the reset to work the user must log out then back in.
The reset button is the leftmost button below:
Sharing Partition Views
- A Partition administrator will see a “Share View” button at the bottom of the Edit View dialog for any custom view (system views are shared by definition). Clicking that button will automatically share the view with all users in the partition.
- Views shared in a partition appear in the View dropdown list on the appropriate page for members of that partition only.
Sharing Scenarios
- You can share a private scenario with selected colleagues. The list of people to share with can be filtered on members of your partition.
- Steps to share a scenario:
- Step 1: In the Global Scenario window, highlight the scenario you would like to share and look to the right side of the row and find the share icon.
- Click Add on the Share window
- You are now on the Users to Share With page. By default, the complete list of resources you can see is listed. If you want see only members of your partition, place a check in the box for Filter on Global & Partition users.
- Next, select the resources to have access to your private scenario.
- Step 1: In the Global Scenario window, highlight the scenario you would like to share and look to the right side of the row and find the share icon.
