Preview the Person Security Profile

Usually, you secure access to person records by either manager hierarchy or area of responsibility. This topic describes how to preview the person security profile.

Note:

If you're going to use area of responsibility, then the employees who need to access person records must have areas of responsibility defined. Let's say that your human resource specialists manage person records for a country. They must have an area of responsibility, such as human resources representative, for that country.

Preview the Person Security Profile

On the Preview access page, you can test your security profile before you save it.

  1. On the Preview access page, select a user with the area of responsibility that you included in the security profile:

    • The User Summary tab shows how many person records this user could access.

    • The Area of responsibility section lists the user's areas of responsibility.

    Note:

    The results are based on this person security profile only. Users could have other roles that provide access to other person records.

  2. In the Search person section of the Person Access Preview tab, you can search for specific person records to see whether the user could access them. The search is of the person records that were identified when you clicked Preview for the user. For example, if the preview identified 50 person records, then those 50 person records are searched.

  3. Select Submit when you're done.