Concepts

Tasks

Securing Data

When you are in Security Setup mode, you can directly change the security settings for any attribute or relationship by right-clicking the field that represents that data and selecting the appropriate Mark as option. For example, to change security for the Asset Name attribute, open any asset, select the Properties view, General tab, and right-click the Name field.

This sets the security for that attribute or relationship wherever that item is found in the system. For example, if you set the Asset Name attribute to not accessible users with that profile will not see asset name information anywhere in the system.

Note: Secured data may still be accessible in some reports. If this is the case, you will also need to secure the report. See Securing Reports.

If you set some attributes or relationships to enabled in a class that has a read-only or not accessible default security level, you must also enable the Check out action in order to allow users to edit those fields.

To Secure an Attribute or Relationship

1.	While in Security Setup mode for the security profile, navigate to the field that you want to secure.

2.	To access the security settings, right-click the field that you want to secure.

3.	Select the appropriate security level:

Setting Name

Description

Mark as Editable

Sets the default security level for the attribute or relationship to editable.

Mark as Read-only

Sets the default security level for the attribute or relationship to read-only.

Mark as Not Accessible

Sets the default security level for the attribute or relationship to not accessible.

The system automatically adds the required override to the active security profile.

4.	To review the override that was added, navigate to the Enterprise window, Security view, Security Profiles tab. Double-click the active profile to open the Security Profile window. You can open any class security by double-clicking it.