How do we assign row level security to users?

How do we assign row level security to users?

The steps to assign row level security are:

1. Assign desired values of fields (department/ job location/ job company/ business unit etc) to Data Permission Lists

2. Assign these Data Permission Lists to users

If field is ‘Department’:

- Data Permission List is given access to values values of ‘Department’ field defined at various levels in Department Security Tree through: Set Up HRMS -> Security -> Core Row Level Security -> Security by Dept Tree

- Users are directly assigned to Data Permission List in user Profiles component – ‘General’ page – Row Security field. A user can be assigned to only one Data Permission List at a time.

If field is not ‘Department’ but ‘Location’, ‘Business Unit’, ‘Salary Grade’ etc:

- Data Permission Lists are given access to values of these fields through: Set Up HRMS -> Security -> Core Row Level Security -> Security by Permission List

- Users are assigned to Data Permission Lists through roles in user profiles component (Roles page). Multiple such roles can be assigned to users as per requirement.

OR

Users are directly assigned to Data Permission Lists in user profiles component – General page – Row Security field.

If a person is assigned row security for a department, will he have access to all the child departments as well? If yes, is there a way we can restrict access to one of those?

By default, the user will have access to employees of all the child departments. Although, access to employees in a child department can be restricted through data permission list. To define the security profile of a department tree, navigate to: Setup HRMS -> Security -> Core Row Level Security -> Security by Dept Tree. For the particular row security permission list, access codes can be set to ‘No Access’ for a child department to restrict access.
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