User to Value security can only be applied to financial reports that are submitted with a content set or to standard and variable reports that contain a valid expansion value that was set up in a value set by the system administrator. The security matches individual values with users and assigns security levels to the paired value and user.
For example, the value set used for an Income Statement is Departments. User Jane Smith is given viewer access to department 100 only. Her manager Sue Jones has owner access to all departments in the report. When Sue opens the report she sees a dropdown list of all departments and selects any department to view that department's income statement. Jane only sees the statement for department 100.
The Security Workbench menu item is your starting place. It lists value sets currently available for user to value security. See the Creating User to Value Security business flow for more information.
Features of the Security Workbench Page
Add Value Sets: Value sets are set up by the system administrator. To make a value set available for user to value security you need to add the value set to the Security Workbench. You can search by either value set name or description.
Users to Value: Click Users to Value to assign multiple users to a single value contained in the value set. You can search for a value and review the users assigned to that value, change security privileges for users, and add users.
Values to User: Click Values to User to assign multiple values from the value set to a single user. You can search for a single user and review the values assigned to that user, change security privileges for values, and add values to the user.
Delete: You cannot delete a value set that contains values that are assigned to user to value security.
Following are the levels of security you can assign to a user and value pair:
Owner: Owners can set contact and viewer privileges for other users within the values and value sets they own. Owners can also view reports within their assigned values.
Contact: Contacts can set viewer privileges for users within the same value and value set. Contacts can view reports within their assigned values.
Viewer: The viewer can only view reports within their assigned values.
None: The user cannot view reports within the values where they have been assigned this security level.
This report details existing user security privileges. You can access this report from the Security Workbench. Use the simple or advanced search to limit the information in the report.
Notes
Security Set: Combination of security flexfields
Value: Values specific to a content set expanded field
Description: Value sets included in the security set