Include Shared People Information in a Person Security Profile

A person security profile with the Include shared people information attribute enabled allows the user to access a person whose information is shared with them using the Share Data Access action.

For example, Joe who is a line manager uses the Share Data Access action to give Bob access to Sally’s data, who reports to him. Sally is in the Milwaukee location. There is a Person Security Profile that gives access to all assignments in the Chicago location. A task that’s secured with this person security profile can only see assignments in Chicago.

  • If the Include shared people information option is enabled, Bob can use this task to access all assignments in Chicago AND all of Sally’s assignments.
  • If the Include shared people information option is disabled, Bob can use this task to access only the assignments in Chicago.

If you enable the Include shared people information attribute, ensure that you intend for the users of any tasks secured by this person security profile to have access to another person’s data.