Verify partition configuration

Verify that partitions are configured correctly by impersonating users with different partition roles and checking that record visibility is enforced across all workspaces.

Before you begin

• You have completed all partition configuration steps:
  • Partitions created and partition criteria configured for all supported tables. For details, see Create and configure a partition.
  • Partition roles are assigned to the relevant users or user groups. For details, see Assign partition role for access to the partition.
• You have access to impersonate users in the system.
• Test records exist in the supported tables for each partition — for example, projects and demands created for both IT Operations and HR Learning and Development departments.

Role required: admin

Procedure

1. Impersonate a user assigned to the first partition role and confirm workspace visibility.

   For example, impersonate a user assigned the it_ops role for the IT Operations partition.

   1. Open Project Workspace and confirm that only records from the user's partition are visible in list views, search results, and dashboards.

      Only IT Operations projects and demands are visible. No records from other partitions, such as HR Learning and Development, appear.

2. Stop impersonating, then impersonate a user assigned to a different partition role and repeat the workspace checks.

   For example, impersonate a user assigned the hr_ld role for the HR Learning and Development partition.

   Only HR Learning and Development records are visible. No IT Operations records appear in any workspace, list view, search result, or dashboard.

3. Stop impersonating, then impersonate a user assigned to roles for multiple partitions and confirm workspace visibility.

   For example, impersonate a portfolio lead who has both the it_ops and hr_ld roles assigned.

   1. Open Project Workspace and confirm that records from all the user's assigned partitions are visible in a single view, with no duplication.

4. Stop impersonating, then impersonate a user with the EWD PMO [sn_spm_ewd.ewd_pmo] role.

   1. Open Project Workspace and confirm that records from all partitions are visible, regardless of department.

Result

Partition configuration is complete when all of the following conditions are met:

• Users see only the records belonging to their assigned partition across all supported views and tables.
• Users assigned to multiple partitions see records from all their assigned partitions, with no duplication.
• Users with the EWD PMO role have visibility across all partitions.