5 Replies Latest reply: Oct 31, 2014 12:49 PM by Karl Hart RSS

    Security

    Karl Hart

      Hi all,

       

      I am trying to set up security around my document and I'm having a little trouble.

       

      For simplicity sake, lets say I have two tabs in my document. 1 that has Stock data and 1 that has finance data. I want everyone to be able to see the data on the stock tab but restrict what data people can see on the finance tab.

       

      When I use section access and check the initial data reduction option, this excludes the data on the finance tab as expected but also it removed all data on the stock tab (The finance and stock data are only linked via the IndexDate field)

       

      Ultimately I want to have the following:

       

      Full Table

      Area                    Cost Type          Amount

      Area A                Staff                    £50

      Area A               Materials               £100

      Area B               Staff                    £150

      Area B               Materials               £200

       

      I want to be able to restrict the above table to have the following results

       

      Manager A

      Area                    Cost Type          Amount

      Area A                Staff                    £50

      Area A               Materials               £100

       

       

      User A

      Area                    Cost Type          Amount

      Area A               Materials               £100

       

       

      Manager B

      Area                    Cost Type          Amount

      Area B               Staff                    £150

      Area B               Materials               £200

       

      User B

      Area                    Cost Type          Amount

      Area B               Materials               £200

       

      That is, that Each manager can see the full costs for their area only and each user can see all the costs except staff costs for their own area only.

       

      I hope this makes sense. Thanks, Karl