What we’ll cover:
Applicable Roles:
- FM Global Admin who will assign Chartstring Security permissions
- Users granted Chartstring Security permissions
Please note: Chartstring Security is different from Role-Based Security, which occurs during the new user setup process and is broadly applied to the role within the entire application. Chartstring Security is available for Platform-enabled customers only.
What is Chartstring Security?
Chartstring Security offers a new security model that is applied at a transaction level. In prior versions of Fund Manager, admins relied on 'limit-by' filters to limit a user's access to sensitive financial information. Chartstring Security uses a combination of filtered data segments to grant fund total and transaction visibility to users in specific roles.
Accessing Chartstring Security Permissions
For users with Chartstring Security permissions, chartstring settings can be accessed from the Chartstring Security tab located in the Fund Manager navigation bar.
Chartstring Security Components
A chartstring is made up of six components (fields) that string together to create a data filter:
- Fund
- Org Unit
- Program
- Flex 1
- Flex 2
- Cost Center
The components can be customized to create user-specific security access by fund and transaction.