Personnel Limit By Security controls who a user can see in the following areas:
- Personnel Record (Title, Salary, Salary Distribution)
- Forecasts Feature
- Dashboard Personnel Section providing Salary Distribution Data
Who can Assign Limit By Security
Only a user holding an FM Global Administrator Role can control this security.
Bulk Assigning Security through an import file in the SFTP
A .CSV file can import through the SFTP containing the user’s ID and listing all of the personnel ID’s that they can see the Personnel data for (see below for the file download).
Manually Assigning Limit By Security in the Application
- Click on the gear icon in the top right under your user name.
- Select User Management from the dropdown menu.
- Filter for the desired user in the list to assign the access to and click the icon beside their name to the far left.
- Select Personnel at the bottom of the page.
Choosing Limit By in the Role Configuration
Choose one of the three Limit Bys that was selected in the Role Configuration for that user from the following options:
If you're unsure about the options, click to review How to Configure Roles and see which settings under the 'Limit By' section in Personnel Role Configurations have been set to 'False’.
#1: If Not Limit By Personnel = False
- If the Role this user is assigned in Admin has a configuration set to False for Not Limit By Personnel, then click the Limit By Personnel tab on the left in the Personnel Module Security page.
- Click the Add Limit button.
- Type in either the name or employee ID of the person that this user will see the personnel data for.
#2: If Not Limit By Org Unit = False
- If the Role this user is assigned in Admin has a configuration set to False for Not Limit By Org Unit, then click the Limit By Org Unit tab on the left in the Personnel Module Security page.
- Click on the Add Limit button.
- Select the Org Unit for this user to see all of the the personnel data for the users assigned to that Org Unit in the Personnel Tab.
#3: If Not Limit By Personnel Type = False
- If the Role this user is assigned in Admin has a configuration set to False for Not Limit By Personnel Type, then click the Limit By Personnel Type Tab on the left in the Personnel Module Security page.
- Click on the Add Limit button.
- Select the Personnel Type that this user can see all of the personnel data for the users assigned to that Type in the Personnel Tab.