This section explains how to assign scorecard permissions for a security role.
To assign scorecard permissions:
On the Security Role Setup page, right-click Scorecard Permission and click Add.
The Scorecard Permissions page is displayed.
In Permission Name, enter a name for the set of scorecard permissions you are applying to the selected security role.
To grant or deny access to scorecards or scorecards in particular domains, assign permissions as follows:
Grant access to all scorecards — Select to provide access to all scorecards.
Grant access to all scorecards in Domains — Select to provide access to scorecards in a domain that you choose. To grant access to scorecards created in levels below and above the specified domain, select Domain, then Implicit Access. To grant access to scorecards in the domain of the employee with which the user is associated, select Include Employee Domain.
Grant access to this scorecard — Select to grant access to a single scorecard that you choose.
Deny access to this scorecard — Select to prevent access to a scorecard that you choose.
To deny access to scorecards unless the user meets certain criteria, select Deny access to all scorecards and assign conditional permissions:
Unless the scorecard is the user’s primary scorecard — Grants access only to scorecards created for the user by a manager
Unless the scorecard is an Accountability element scorecard owned by the user—Grants access only to scorecards evaluating the performance of accountability elements that the user owns.
Unless the scorecard is a child of an Accountability element scorecard to which the user has access—Grants access only to descendants of an Accountability scorecard
Unless the scorecard is a parent of an Accountability element scorecard to which the user has access —Grants access only to parent scorecards of an Accountability scorecard
Unless the scorecard is an Accountability element scorecard and the user is a member of that element—Grants access only to scorecards assessing the performance of accountability elements to which the user is assigned
Unless the scorecard is a Strategy element scorecard to which the user belongs—Grants access only to scorecards evaluating the performance of strategy elements with which the user is associated.
Unless the scorecard is a child of a Strategy element scorecard to which the user has access—Grants access only to child scorecards of a Strategy scorecard
Unless the scorecard is a parent of an Strategy element scorecard to which the user has access—Grants access only to higher-level parent scorecards of Strategy scorecards
Unless the scorecard is an employee scorecard for which the user is the manager—Grants access only to scorecards that evaluate employees managed by the user.
Optional: If you are creating a role for an application designer, specify the tasks that they can perform as follows:
To enable users to only access data, select View.
To enable users to modify data, select Edit.
To enable users to delete data, Delete.
To enable users to create secondary scorecards for another scorecard, select Create Secondary Scorecard.
To enable users to attach initiatives to scorecards, select Create Dependant Strategic Initiative.