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Data Groups#

🔒 Administration.Security

Data Groups are used when Object Level security levels are switched on, providing another layer of extra security to grant or revoke access to an object. If a Data Group is assigned to an object, depending on the permissions that the user roles have on the Data Group, the user may have three types of access as described in the table below:

Access Type Open and see the object details Find the object using Queries or Search Modify the object via Edit or Transaction
No-Access No No No
Read-Access Yes Yes No
Write-Access Yes Yes Yes

Table: Object Level security access types

Info

If Object Level security is enabled, if an object instance has no Data Group defined, then everyone is able to access the object.

Info

If a user has Read-Access in one Role that he belongs to and Write-Access in another Role that he also belongs to, the user will have Write-Access permissions on the Data Group.

The list of Data Groups is available by selecting the Data Groups label on the landing page of the Security page.

security_datagroup_list

The Data Groups page displays general information on the specific Data Group. In addition it enables the user to perform all the operations that can be performed on a specific Data Group. The Details view will display some or all of the following page sections:

  • Details - displays general information on the Data Group.
  • Roles - displays information on the Roles to which the Data Group belongs.

security_datagroup_page_details_view

Creating a Data Group#

🔒 DataGroup.Create

To create a Data Group in the application it's necessary to select the Data Groups page and the Create button in the ribbon:

  1. Provide the name for the Data Group.
  2. Optionally provide a description.
  3. Select Create to complete the transaction.

security_datagroup_create

Editing a Data Group#

🔒 DataGroup.Edit

To edit a Data Group, it's necessary to:

  1. Open the Data Group page.
  2. Open the wizard by selecting Edit on the top ribbon.
  3. Make the necessary changes.
  4. Commit the data to the database by selecting Update.

security_datagroup_edit

Deleting a Data Group#

🔒 DataGroup.Delete

To delete a Data Group, it's necessary to:

  1. Open the Data Group details.
  2. Choose the Delete button.

security_datagroup_delete

Assigning Roles to a Data Group#

🔒 Role.Edit

To assign one or more Roles to a Data Group is necessary to:

  1. Open the Data Group details and navigate to the Roles section in the Data Group details page or select the Data Groups in the Data Group list page.
  2. Choose the Assign button.
  3. Select the desired Roles for the Data Group - note that only the Roles that the Data Group does not belong to are shown.
  4. Select Assign to complete the Wizard.

security_datagroup_assign_role

Unassigning Roles from a Data Group#

🔒 Role.Edit

To unassign one or more Roles from a Data Group is necessary to:

  1. Open the Data Group details and navigate to the Roles section in the Data Group details page or select the Data Groups in the Data Group list page.
  2. Choose the Roles you wish to unassign from the Data Group and select the Unassign button.
  3. Select Unassign to complete the Wizard.

security_datagroup_unassign_role