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Security in Entities

C00083~1_img1   Phase 2: Form Modeling > Advanced Tips > Entities Privacy

 

Security in an entity is related to the access the users have to the instances of such entity, through their user interface which is named form. An instance of an entity corresponds to a created form, that contains data in its fields.

Entities Classification According to the Security Level

Public

The only security that controls the access to a public entity is the one given by the user profile.

Private

An entity is private when in addition to the security definded in the user profile, there is one additional check per entity instance.

 

The verification takes into account the following concepts:

 

Instance Owner

Identification of the user that has access permissions to show, modify and delete the particular instance of an entity.

 

Access according to Hierarchy

The access to instance data in addition to the owner, takes into account the definition of the organizational unit which the owner user belongs to. If a user belongs to a unit that has private data access properties defined, the coordinator of such unit can have any of the accesses defined for the instances of his subordinates.

 

Security to Functions

Allows a user that is not an instance owner to access these instances despite being private, through security functions assigned to a permission. The user is allowed to show, modify or delete   private instances.

 

Access from a Process

Allows access to the instances of a form from a case even if the user does not have the necessary security functions for the form or the form has privacy defined

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