Knowledge Base Article

Question: When extracting stage data into Excel, do I need to build a security layer?

Answer:   

  • OneStream would respect the defined security model (entity/workflow access). If the stage data is loaded via a central workflow, potentially you would need to develop a method to control who can see sub-sections of the data. 
  • In a dashboard this could be achieved using buttons which are shown/hidden based on the user running the dashboard. We are unsure if this would work directly in excel. 

Source:  Office Hours 2020-7-16 - Jerri McConnell

Updated 2 years ago
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