Working With Scorecard Security

Scorecard Security enables you to control scorecard user access. You can control which scorecards each user can access, and also determine which users have access to a specific scorecard. Access levels include no access, viewer, editor, and administrator. The following image shows the owners and scorecards to which you can control access when you click the Scorecard Security panel button in the Manage tab.

Scorecard Functional Access

How to:

Reference:

Fields in the Edit Scorecard User Access Panel

Scorecard Functional Access is a new Functional Role model that overrides the older default Functional Role behavior for Scorecards and their dependent objects. Dependent objects include perspectives, objectives, objective weights, measure weights, objective linkages to measures, objective linkages to projects, objective linkages to processes, cause and effect linkages, and themes. Depending on how Scorecard Functional Access is configured, it controls user ability to edit dependent objects.

The following are considerations related to Scorecard Functional Access:

Only Administrators can create scorecards. You cannot grant or remove access to create scorecards from Administrators.
You cannot hide (set to No Access) a scorecard from the administrator of that scorecard. Scorecard administrators are users with Admin-level access set for scorecard objects in their Functional Role configuration. Scorecard administrators have global access to all scorecards.
Only a scorecard owner or scorecard administrator can delete a particular scorecard. Users with only Editor-level access set for scorecard objects in their Functional Role configuration cannot delete scorecards.
If you want to hide (set to No Access) a scorecard from a user, but the scorecard is the default scorecard for the user, you must first change the default scorecard for the user to a different scorecard.
Depending on how access roles are set up, data access to measures aligned to a scorecard is also controlled by the owner or the scorecard access security setting and the measure row security setting.

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Procedure: How to Change Scorecard Functional Access for a Scorecard

In the Manage tab, click the Scorecard Security panel button.
Select the Scorecard for which you want to change Scorecard Functional Access.

The Edit Scorecard User Access panel opens.
For each scorecard whose functional access you want to change, select one of the following:
- No Access. Do not allow the user to view or access this scorecard.
- Viewer. Allow the user to view the scorecard, the related measure data, and all dependent and linked scorecard objects.
- Editor. Allow the user to view the scorecard, the related measure data, and all dependent and linked objects. Also allow the user to add, change, and delete all dependent scorecard objects.
The following image shows the Edit Scorecard User Access panel.

The No Access setting hides the scorecard from a user. If Administrator or Scorecard Owner is displayed in the Viewer column for a user, scorecard functional access cannot be changed for that user.
Click Save to save the changes.

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Procedure: How to Change Scorecard Functional Access for a User (Owner)

In the Manage tab, click the Scorecard Security panel button.
Select the user whose Scorecard Functional Access you want to change from the User drop-down menu.
Click Apply Filter.
The Edit Scorecard User Access panel opens.
For each Scorecard that you want to change the Scorecard Functional Access for the selected user, select one of the following:
- No Access. Do not allow the user to view or access this scorecard.
- Viewer. Allow the user to view the scorecard, the related measure data, and all dependent and linked scorecard objects.
- Editor. Allow the user to view the scorecard, the related measure data, and all dependent and linked objects. Also allow the user to add, change, and delete all dependent scorecard objects.
The No Access setting hides the scorecard from the selected user. If Administrator or Scorecard Owner is displayed in the Viewer column for a user, scorecard functional access cannot be changed for that user.
Click Save to save the changes.

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Reference: Fields in the Edit Scorecard User Access Panel

The following table lists and describes the fields you can use to set scorecard functional access in the Edit Scorecard User Access panel.

Field	Description
Scorecard	Selects the desired scorecard or all scorecards.
User	Selects the desired user or all users.
Apply Filter	Applies the values selected in the Scorecard and User drop-down menus.
Sort by Scorecard	When Sort by Scorecard is displayed, all selected and filtered scorecards are listed in alphabetical order. Each user (owner) is listed in the next column.
Reset (button)	Resets all selections to the default values.
Save (button)	Saves your changes.