Types of Security

Entities have the following types of security:

Type of security

Details

Access

Entities and source entities have an Access tab.

You can use this to specify who can see and edit an entity or source entity.

Attributes

Attributes – You can use an entity's Attributes tab to control who can add, edit, and delete attributes:

  • All users

  • Specific teams

Limited release security

Limited release security – In a case, the visibility of entities is controlled through the security of the case notes they're related to. This gives the following levels of security.

If the user has:

No access to the case note, no results are returned when they search for the case note or any related entities.

Access to the case note, the case note, and any related entities are returned when the user searches for the case note or any related entities.

Limited release security

Limited release security – In a case, the visibility of entities is controlled through the security of the case notes they're related to. This gives the following levels of security:

If the user has:

  • No access to the case note, no results are returned when the user searches for the case note or any related entities.

  • Access to the case note, the case note, and any related entities are returned when they search for the case note or any related entities.

 

Limited release provides an alternative intermediate level of security. If the user has no access to the case note, when they search for an entity, they can see only that it's related to a case and the name of the case officer. No other information is available.

When you add an entity as a case officer, you can make it visible to other users without divulging all the information about that entity. You can do this by making the entity a limited release entity – When you edit an entity type, select the Limited Release checkbox to have more information provided, at your discretion.