Important:
Depending on the record you are in, you can restrict the access level to a specific user. Ensure you include the same restricted field access in each security definition so that the user cannot change access from one level to another.
Important:
You must have System Administration permission in order to access this functionality. Go to Cintra iQ: System Administration Manage Security Define Security Profiles
Field Access Definitions
- Full Access: The data is visible and editable to all users.
- Read Only: The data is visible but not editable.
- No Access: The fields are greyed out and the data cannot be seen.
Knowledge:
I want to use a Field Security Definition to restrict Payroll users from accessing medical records. Go to Cintra iQ: System Administration Manage Security Field Security Field Access Definition
About the Create Field Access Definitions window
Name | Description |
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Title | Enter the name of the definition. |
Fields | This pane contains every field that is available within Cintra iQ. Those fields related to Payroll are highlighted in bold to draw attention to payroll aspects of the system so that you can easily pick them out. |
Security Attribute |
This section allows you to toggle between Full Access, Read-Only, or No Access security. You can double click the desired item in the Fields pane to toggle between Full Access, Read-Only, or No Access. Or you can double-click the desired folder to set its contents to either Full Access, Read-Only, or No Access.
Note:Each definition can contain a combination of Read Only and No Access fields. |
Fields Filter |
This section allows you to filter the Fields to display only those items that are set as Full Access, Read-Only, or No Access.
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Buttons
Use the following buttons to perform various tasks.
Name | Description |
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Full Access | Click this button to make all the items in the Fields pane fully accessible. |
Read Only All | Click this button to make all the items in the Fields pane read only. |
No Access All | Click this button to make all the items in the Fields pane fully inaccessible. |
Expand All
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Click this button to toggle between expanding the tree structure in the Fields pane or collapsing it.
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Show List | Click this button to display the items you have selected in a list format. |
Field Security Definitions
About Access Level
Knowledge:
As the default Access Level is level 1, the Payroll users would be left as this, and all the Managers would be changed to level 2. Separate field security can then be applied to these two groups of records such as A No Access to Personal Details Definition to the Managers' records, and a Read-Only Access Definition containing the same fields to the General Workers' records.
Important:
The Access Level default is automatically set as 1, and is displayed when you create a new record of any type. Go to Cintra iQ: Menu bar System Administration Manage Security Field Security Field Security Definitions
About the Field Security Definitions window
Knowledge
I want to prevent my Payroll users from accessing the Directors' medical records, therefore I need to assign a no medical access Field Definition and an Access Level to a Directors Field Security Definition.
Name | Description |
---|---|
Title | Enter the name of the Field Access Profile Definition. |
Access Level |
This drop down contains access levels from one to 10. The purpose of these Access Levels is to group records together that need a particular Field Access security setting.
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Available pane |
This pane contains the definitions of restricted fields that were created as Field Access Definitions.
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Assigned pane | This pane contains the Field Access Definitions that you wish to assign to the selected Access Level. |
Buttons
Use these buttons to perform various tasks.
Name | Description |
---|---|
Add | Click this button to add a Field Access definition to the Assigned pane. |
Add All | Click this button to add all of the available Field Access definitions to the Assigned pane. |
Remove | Click this button to remove a Field Access definition from the Assigned pane. |
Remove All | Click this button to remove all the Field Access definitions from the Assigned pane. |