Enterprise Service Automation (ESA) - PSFT (MOSC)

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What is the best way to configure BU level security for an expenses Insights Dashboard?

edited Jul 28, 2025 2:30PM in Enterprise Service Automation (ESA) - PSFT (MOSC) 2 commentsAnswered

Hello,

I am in the process of developing a custom Insights Dashboard for the expenses module for my agency. I am trying to work through security testing now. I am trying to determine the best way to assign BU level security for the results in the dashboards. Currently, we have the search definition we are using for the dashboard configured to source-level security, with the query security record SP_BUEX_VW assigned to the ex_sheet_hdr record on the BU. (ex_sheet_hdr is a primary record for the query associated with the search definition we are using) My team thinks that this will work in

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