# Access Configuration for Qlik Sense on Windows

This article outlines the steps required to create a new user in Qlik Sense Enterprise on Windows for integration purposes. It also covers user access allocation and the minimum permissions required to access streams, apps, sheets, charts, and connections through the Qlik Management Console (QMC).

### Prerequisites

| Component                                    | Description                                                                       |
| -------------------------------------------- | --------------------------------------------------------------------------------- |
| Qlik Sense on Windows access                 | Administrative access to QMC is required.                                         |
| Active Directory or Identity Provider access | Access to the configured identity provider is required to create or manage users. |
| QMC URL                                      | QMC URL format: https\://\<QPS server name>/qmc                                   |
| User account details                         | Required user details must be available before user creation.                     |

### Create a User in Qlik Sense on Windows

A new user must be created in the configured identity provider before access can be assigned in Qlik Sense on Windows.

#### Steps to Create a User

1. Log in to the Qlik Sense Enterprise on Windows instance.
2. Navigate to the configured Active Directory or identity provider associated with the Qlik Sense on Windows environment.
3. To create a new user, follow the steps provided in the referenced document. Click [here](https://support.microsoft.com/en-us/windows/create-a-local-user-or-administrator-account-in-windows-20de74e0-ac7f-3502-a866-32915af2a34d).
4. Verify that the newly created user is synchronized and available in Qlik Sense on Windows.

### Configure User Access

After the user is created, user access must be allocated through QMC.

#### Steps to Allocate User Access

1. Open QMC using the following URL: https\://\<QPS server name>/qmc
2. On the QMC start page, select License management. Alternatively, select License management from the Start drop-down menu.
3. Select User access allocations from the right-side panel.
4. Click Allocate from the action bar. The Users dialog is displayed.
5. Select the required user from the list.
6. Click Allocate to assign user access.

{% hint style="info" %}
Roles and groups can also be configured for centralized and scalable access management.
{% endhint %}

### Configure Permissions

After allocating user access, the required permissions must be configured to allow access to streams, apps, sheets, charts, and connections.

#### Audit Admin Role

The Audit Admin role can be configured based on operational requirements.

For additional details on default administration roles in Qlik Sense on Windows, refer to:\
[Qlik Sense Administration Roles Documentation](https://help.qlik.com/en-US/sense-admin/February2023/Subsystems/DeployAdministerQSE/Content/Sense_DeployAdminister/QSEoW/Administer_QSEoW/Managing_QSEoW/default-administration-roles.htm)

### Set Minimum Permissions

The following steps describe how to configure minimum Read permissions for the newly created user.

To configure the minimum permission, follow the steps provided in the referenced document. Click [here](https://help.qlik.com/en-US/sense-admin/February2023/Subsystems/DeployAdministerQSE/Content/Sense_DeployAdminister/QSEoW/Deploy_QSEoW/Server-Security-Authorization-Access-Control.htm).

#### Steps to Configure Security Rules

1. Log in to QMC using the following URL: https\://\<QPS server name>/qmc
2. From the left navigation menu under **Manage Resources**, select **Security rules.**
3. At the bottom of the **Security rules** page, click **Create new**.
4. In the **Edit security rule** dialog, enter the required details.
5. In the **Name** field, enter a meaningful name for the security rule.
6. Under **Basic** > **Actions**, select **Read** to provide Read access permissions.
7. Click **Apply** to save and apply the security rule.

{% hint style="info" %}

* Ensure that the configured security rules follow the principle of least privilege.
* Validate access permissions after configuration to confirm that the required resources are accessible.
* Review role assignments and security rules periodically to maintain controlled access management.
  {% endhint %}

***

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