What are record security definitions?

A Record Security Definition is made up of one of more Record Filter Definitions, which automatically filter access to records in the Navigator when a user is logged in. Once the Record Security Definition is created, you can apply it to one or more Security Profiles, which can be assigned to a user.

 

Important!

You must have System Administration permission in order to access this functionality.

 

To create a record filter definition

1. Navigate to the Record Filters Definitions window.
   Go to Cintra iQ: System Administration> Record Security> Record Filter Definition
2. Select the desired Data File.
3. Click the New button. The Create Record Filter Definition window appears.
   
4. Enter a Title.
5. Continue to create an expression.
   
   

     Note:

   Creating an expression in the Create Record Filter Definition is the same process as in Filters, except that selecting a Category is not an option when creating a Security Record Filter Definition. For more information, see Creating Record Filters.  

6. Click the OK button. The definition is created.
   
7. Continue to create the definitions for each of the Data Files.

 

To apply the record filter definitions to a record filter selection definition

1. Navigate to the Record Filters Selection window.
2. Select the desired Data File.
3. Click the New button. The Create Record Filter Selection Definition window appears.
   
4. Enter a Title.
5. Select the desired Record Filter.
6. Add it to either the Include records belonging to ALL of: or the Exclude records belonging to ANY of: panes.
   
7. Click the OK button. The definition is created.
   
8. Continue to create the relevant definitions for the applicable Data Files.
9. Click the Close button to exit. 

 

Create a record security definition

1. Navigate to the Record Security Definitions window.
   Go to Cintra iQ: System Administration> Record Security> Record Filter Definition
2. Select the desired Data File.
3. Click the New button. The Create Record Security Definition window appears.
   
4. Enter a Title.
5. Select the desired Data File from the drop-down list.
6. Select the desired Record Filter Selection Definition from the drop-down list.
7. Click the Add button. The Data File and Record Filter Selection is added to the Assigned Record Filter Selection per Data File pane.
8. Continue to assign Record Filter Selections to a Data File.
    
9. Click the OK button. The definition is created.
10. Continue to set up a security profile.