How does the "Sensitive" Security Hierarchy Works - (Why Don't I See Data)? Article

How does the "Sensitive" Security Hierarchy Works - (Why Don't I See Data)? Article

The assignment of the Sensitive settings provides a way to restrict viewing access to Object/Main Account Number and/or Budget Account Numbers.  The assignment of these Sensitive settings is completed on the Assign User Permissions screen on the OrgUnit Permissions tab. 


The following settings are available:


  1. "Sensitive Summary" determines whether the user can see summarized data at the Budget Account Number level for an assigned OrgUnit including on the Dashboard tab and reports.
  2. "Sensitive Detail" determines whether the user can Drill into the Budgets Account's details for an assigned OrgUnit including on the Accounts Details tab and Reference Drilldown Screens.
  3. "Sensitive Levels" are assigned at the Object/Main Account level, and determines whether users can view the Object/Main Accounts including on the Dashboard tab and reports.

A Budget Account Number for 1. and 2. above is designated as Sensitive on the Manage Budget Accounts by checking the Sensitive box.  Uncheck the Sensitive box to remove this designation.




An Object/Main Account for 3. above is designated with a Sensitive Level by assigning a Level on Manage Objects.




The hierarchy is as follows:

  1. If a Sensitive Level has been assigned to an Object/Main Account on the Manage Objects, a user will need to be assigned the same level on the Assign User Permissions to view the Object for the required OrgUnit. (C below);
  2. If a Budget Account Number has been designated as "Sensitive" on Manage Budget Accounts to view the Summarized Budget Account Number information (A). below will need to be checked for the required OrgUnit; and
  3. If the User should have access to detailed drill down information for a Budget Account Number that has been designated as "Sensitive" on the Manage Budget Accounts, (B) below should be checked.



Example 1 - If Object number 1100-00 was designated with a Level 5 on the Manage Objects screen, for a user to be able to view Object number 1100-00 related to OrgUnit 000, the Sensitive Level (C) would need to be set to Level 5  for the user.


Example 2 - Assuming the same fact pattern as Example 1 and that Budget Account Number 000-1100-00 was designated as "Sensitive" on the Manage Budget Accounts and the user should have access to summary information, the Sensitive Summary box (A) would need to be checked for Org Unit 000, and the Sensitive Level (C) would need to be set to Level 5.


Example 3 -  Assuming the same fact pattern as Example 2 and the user should have access to the Sensitive Details, the Sensitive Details box (B) should be checked for OrgUnit 000, the Sensitive Summary box (A) would need to be checked for Org Unit 000, and the Sensitive Level (C) would need to be set to Level 5.


Example 4 - Assuming Budget Account Number 000-1100-00 was designated as "Sensitive" on the Manage Budget Accounts and the user should have access to summary information, the Sensitive Summary box (A) would need to be checked for Org Unit 000.



See Related Article:

When and Why Do I Use "Sensitive Levels" and or "Sensitive"?

How Does Payroll Security Work?


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