Understanding Student Financials Security

In Student Financials, you can set security for setIDs, business units, cashier offices, item types, institution sets, companies, origin IDs, and credit cards. For each of these items, you can select to have no security, user ID security, or permission list security. You can use any of the three types of security, and you do not need to use the same type of security throughout the application. For example, you could select no security for origin IDs, user ID security for business units, and permission list security for item types.

You use the Security Options page to enter data such as the type of security for setIDs, business units and item types. The type of security that you select for each item on the Security Options page determines which of the other pages in this section you must complete. You can secure each item by user ID or permission list.

If you select user ID security for an item on the Security Options page, complete the appropriate page by selecting select Design Student Administration, then select Secure Student Financials, then select User ID.

If you select permission list security for an item on the Security Options page, complete the appropriate page by selecting select Design Student Administration, then select Secure Student Financials, then select Perm List.

If you select no security for an item on the Security Options page, do not complete any other page for that item. All permission lists and user IDs can access all items when you select no security.

When you set security, you give either a user ID or a permission list access to the items that you list on the page. If you do not list the item on the page, the user ID or permission list does not have access to the item.

In the following sections, you can set security for each item using a user ID page or a permission list page. Complete only one of these pages, depending on the type of security that you select on the Security Options page for the item.

See PeopleTools: Security Administration