About this Playbook
Use this playbook as your go-to guide for understanding, creating, and managing data roles and security profiles in a way that makes sense for your organization.
Whether you’re new to data security or looking to refine your approach, this playbook is designed to break down these critical concepts in a simple, hands-on way. We’ll walk you through everything you need to know — from understanding the basics of data roles and security profiles, to best practices, and even role delegation. By the end of this guide, you’ll have the tools to create a secure, efficient system that aligns with your organization’s needs.
You might be wondering: Why are these topics so important? Well, data roles and security profiles are the backbone of controlling access to your organization’s sensitive information. Without them, it's easy for things to get chaotic. Misconfigured roles can lead to unauthorized access, or worse, data breaches. But don’t worry — this guide will walk you through the entire process, step-by-step, so you can avoid common pitfalls and set up a solid structure.
In the following chapters, we’ll cover:
- Data Roles: What they are, why they matter, and how to define them.
- Security Profiles: How they tie into data roles and how to use them effectively.
- Predefined Security Profiles: Understanding ready-made profiles and how to tweak them for your needs.
- Previewing HCM Data Security: How to preview data security to help diagnose problems with accessing secured data.
- Configuring Data Roles and Security Profiles for Audit: How to configure the attributes of HCM data roles and security profiles for audit.
- Creating Your Own Data Roles: How to configure roles from scratch for the best results.
- Regenerating Security Profiles: How to regenerate a security profile when it's required for a new feature.
- Best Practices for Security Profiles and Data Roles: Proven tips and strategies for smooth and secure configurations.
Ready to dive in? Let’s get started!