Applying Security to a PDP Redux

A couple of weeks ago, I thought I’d figured out how to apply security to a PDP page and documented it in a post here.  Well, it turns out I was wrong.  A reader pointed out that she’d tried the same thing – which appeared to work fine when logged in as an Admin, but not as a PM.

That solution may still work in some limited scenarios – specifically where the role with the diminished permissions has the ability to review a project, but not edit or save it.  If the role with the diminished permissions needs to edit the project, then that solution will throw a “Value does not fall within the expected range” error on check-in.

Melodie also pointed out a better method to accomplish the same thing.  This blog post is intended to document that solution.  Thank you very much to Melodie for contributing to the community.

Essentially, we’re going to leverage the SharePoint personalization functionality.  This feature is turned on by default and allows each user to create their own personal view of a page.  In this case, we will need to log in as the user and create personalized views of the required PDPs.

Follow these steps to personalize the page:

1) Log in as the user.  You’ll probably need them to log you in and sit next to you while you do this.

2) Select the option to Personalize this Page from the menu in the top right.


3) Add Webparts to the page and configure appropriately.  Click on Stop Editing to, well, stop editing.


And now this is what the page looks like for the administrator.


When logging in as someone else, this is what I see.


Still a bit hard to administer but not bad for specific scenarios.

Applying Security to a PDP Redux

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