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Concepts
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Tasks
 

Securing Views, Tabs, and Dialogs

A view is a screen or set of screens in the user interface. Each class usually has one or more views. View objects include class views (for example, the site’s Assets view) and dialogs (for example, the Work Management Settings dialog).
When you are in Security Setup mode, you can directly change the security settings of views, or of tabs contained in a view. For each view or tab you can select whether it is visible or hidden. You can also edit the security settings of the attributes and relationships within the view.
The effect of selecting the Mark as Editable, Mark as Read-only, or Mark as Not Accessible option for a view will depend on the default security level for the class that owns the view. For more information, see Effects of Mark as Options for Views, Tabs, and Tables.
Note: Setting an object’s site view to hidden will not provide complete security for that object. Users may still be able to access those objects if they appear in other views, tabs, or tables. Conversely, making a view visible will not provide complete access to editing and working with the objects shown in the view. In order to prevent or grant complete access to an object you will need to set security at the class level. See Securing Classes.

Backing Up Your Work

When setting security on views, tabs, and tables, the system might create security overrides for many classes, attributes, and relationships at once. There is no ‘undo’ option for this feature. For this reason it is a good idea to save copies of your profiles as you work. For example, if you edit one area to react the way that you want in a profile, save a copy so that you can return to that stage if necessary.

To Secure a View, Tab, or Dialog

1.
While in Security Setup mode for the security profile, navigate to the view, tab, or dialog that you want to secure.
2.
To access the security settings, right-click the view button, view banner, tab, or dialog title bar:
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The view button in the view bar:
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The banner for the view:
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The dialog:
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Tab within a view or dialog:
3.
Select the appropriate security level:
Setting Name
Description
Mark as Editable
Marks the attributes and relationships contained in the view, and in the table configurations within the view, as editable, unless they are already editable by default.
Mark as Read-only
Marks the attributes and relationships contained in the view as read-only, if they are not already read-only by default.
Mark as Not Accessible
Marks the selected view, dialog, or tab as hidden.
Mark as Visible
Marks the selected view or dialog as visible.
Mark as Hidden
Marks the selected view or dialog as hidden.
The system automatically adds the required overrides to the active security profile.
4.
To review the overrides that were added, navigate to the Enterprise window, Security view. Double-click the active profile to open the Security Profile window. You can open any class security by double-clicking it.