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Published byAlbert Hensley Modified over 9 years ago
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Protect your data with Security John Ykema, Director of Sales & Marketing
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Agenda Overview of Data Security Departments, Roles, Users Record Level Security & Custom Entities Modules, Merges & Reports Dataforms & Custom Links Ad-Hoc Report Profiles & Security Workspace & TOC Security
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Overview of Data Security Importance of securing your data Security Strategy / Model Business Needs Implementing Security in Clientspace
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Departments, Roles and User Security
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Departments Department Admin Department Details Manager Parent Department Member Org Access User Primary Department
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Roles Role Admin Departmental Roles Custom Roles Security No Security Entities
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Users User Admin Adding New From Scratch Clone a User Assume User
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Users Internal vs External Department Ad Hoc Profile Access Expiration Change Password Change Password Next Login Global Admin Active
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Users Member Of Tab Default Roles Manual Roles Workspaces Tab Template Access Org Owner Manual Access
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Record Level Security and Custom Entities
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Record Level Security CORE Examples Org Security Private Tasks PEO Examples Secure Case Types Underwriting Approvals
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Custom Security Entities CORE Examples: CRM template_clienttemplate_member TimeTracker BroadcastNotifications PEO Examples: Pricing Console QuickEdit Biz_Pricing_Submitted_Batch
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Modules, Merges & Reports
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Module Security Ability to secure each Dashboard Module to specific Roles or Users. Not Secured Secured
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Merge Security Ability to secure each Merge to specific Roles or Users. View Edit View List Admin
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Active Report Security Ability to secure each Active Reports to specific Roles or Users. View Edit View List Admin
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Dataform and Custom Link Security
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Dataform Dataform Admin Form Properties Secure checkbox New Entity Assign Entity
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Field Sets Dataform Admin Edit Attributes Open Field Set properties Secure checkbox New Entity Assign Entity
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Fields Dataform Admin Edit Attributes Open Field properties Secure checkbox New Entity Assign Entity
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Special Notes Lookup datatype, Add New feature = Admin rights to field. Un-Securing a field, entity is removed.
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Custom Links Custom Link Mgmt. Locate correct link. Open Link Details. Security Entity field.
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Ad Hoc Report Security
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Ad Hoc Profiles Manage Access to data available in Data Sources tab. Two Steps: 1. Create Profiles, grant access to Tables and Views. 2. Assign Ad Hoc Profile to User.
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Report Level Security Ability to secure each report to specific roles. Security Options: None Full Access Read Only View Only Locked
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Workspace and TOC Security
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Workspace Security Template Workspaces User Access Workspace Security Groups Workspace Features TOC Security
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Table of Contents Maintenance Assign Workspace Security Groups to TOC items.
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