What we’ll coverDocument Level Security
Page Level Security
How to implement security based on: Job position Work groups Geography
Manual Security is BrokenThe pace of employee changeover and content creation makes manual updates unreliable.
Relying on an authoritative source like Active Directory makes security much tighter.
Manual Security is BrokenRisk increases as users grant access at their own discretion.
User-dictated updates may not align with corporate security protocol.
Document Level SecurityWhen using Document Level Security the document should not contain any information the users are not authorized to view.
Document Level Security ExampleThose processing payroll must see the whole report since they need all of the payroll information to perform their job.
Why is Page Level Security Helpful?
1. Keep sensitive data safe
2. Remove unhelpful content (more content isn’t always good)
3 Strategies forImplementing Security
Secure by Job PositionSecure by GroupSecure by Region
3 STRATEGIES
Securing content by job position lets you quickly give new hires or transfers access to relevant content.
Secure by Job Position
Only showing content relevant to the employees job promotes security & the bloat doesn’t get in the way of finding what they’re looking for.
Secure by Job Position
Take AwayOnly showing reports that relate to a person’s job function keeps
unwanted viewers at bay and makes it easier to find helpful information.
Group ExampleBusiness analysts are part of the marketing group and they should see all of the marketing group’s content in additional to what is shown to anyone who is a Business Analyst.
Take AwayGroups help you go beyond job
position to provide a wider set of content to a larger number of people.
Distributed offices and global teams means some content is only relevant to specific geographies
Secure by Geography
Having access to information from many geographies can make it too easy to look at the wrong report, and provide incorrect information.
Secure by Geography
Limiting what content is accessible reduces these errors and makes locating the correct information easy.
Secure by Geography
Geographic Region ExampleThe sales mangers for the Northeast and Midwest regions of the US only have access to their respective region’s reports.The North American Sales Manager should see all reports for regions in North America though.
Take AwayProperly securing content by
geography reduces misinformation and makes it easier to find the relevant data.
5:Add more in-depth security by limiting which pages employees can see based on their geography or other permissions.
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