Adding Security to a Custom Page

 If you would like to share a report with other users, you may want to add security to the page.

Security considerations when building a page

When building a reporting page, you may not always need to apply security to the data.  Here are a few things to consider when you are deciding about adding security:

• What it the end result of the report? - Is the data that the report is going to show data that is publicly available of is it data that should be restricted?

• Who is the consumer of the data? - Who will be looking at these reports and should they have access to all of the data or only to their own subset of it?

• Do you need to limit the data - Is there any additional reasons that you might need to restrict access to the data?

To Assign Security to the Page

1. Click on the pencil icon next to the Security item to configure security options for the page.

2. Click on the radio button associated with the security access you wish to configure:

• Use College/Department: Select the appropriate college or department field from the drop down menu

• Use Instructor: Instructor level access can be selected along with one of the other levels of security access.

• Use Coding (Fund/Orgn):Limits data in the report based on row level security for the user who is executing the report.  — from each list, select the field that corresponds to the Chart, Fund and Orgn fields in your query. Note that in Peoplesoft sites, this may use different terminology.

• Use None of the above if you do not wish to use security settings.

3. Click SAVE.

Related topics

• About Role and Data Security in FAST Finance

• How to Create a Custom Page

• About the Page Builder

• About the Query Builder

• About the Reporting Page

• Select Data Sort Order on a Custom Page