OrgChart Now Help Guide

Row Level Security

Audience:

Audience: Administrators Edition: Enterprise

Overview

Administrators can limit which field values a user can access on a row-by-row basis by creating Row Level Security (RLS) profiles.

This restriction applies to Excel outputs, boxes on the chart, the Profile, and all other occurrences of the field within the application.

Note

Note: Row Level Security restrictions can impact the way template rules are applied to records. When creating templates, ensure that you do not create rules using restricted fields. Otherwise, templates may not appear as expected.

Accessing Row Level Security Profiles

Select More > Account Settings and then select the Security option from the left side menu.Account Settings

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Row Level Security Options
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Create a new Row Level Security Profile.

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Mouse over to configure Row Level Security Profile. See the Security Configuration Options section below for more information.

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Mouse over to rename Row Level Security Profile.

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Mouse over to copy Row Level Security Profile.

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Mouse over to delete Row Level Security Profile

Tip

OrgChart Now has pre-installed a Default Row Level Security profile for you to configure.

This Default Row Level Security profile can be modified and renamed, but not deleted.

Mouse over the Default Row Level Security profile, and then click on the 5_2_1_BlueGear_nofill.png icon to begin constructing the profile. Reference the Security Configuration Options section below for more information.

Security Configuration Options

In the Security Configuration panel, Administrators can set the conditions under which users assigned to the selected Row Level Security profile are allowed or restricted from viewing specific fields.

Profile Details

Name

Name of the selected Row Level Security profile.

Description

Description of the permissions set in the selected Row Level Security profile.

Rule Configuration
Security Rules

Allowed Fields

When selected, only Fields added in the Fields section can be viewed. All other fields are restricted.

Restricted Fields

When selected, Fields added in the Fields section cannot be viewed. All other fields are allowed.

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Add a Conditional Security Rule.

Conditional Security Rules allow Administrators to restrict field access for users based on specific Field Value Criteria. Reference the Conditional Row Level Security article for more information.

Fields
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Click to add Fields that are either allowed restricted.

Assigning Row Level Security Profiles

In order to enable Row Level Security for a user, Administrators must assign a Row Level Security Profile to that user's Access Group.

  1. In the Account Settings panel, click on the Access Groups tab in the left side menu.

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  2. Click on Create Group in the bottom left corner. The following Access Group Configuration panel is displayed:

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  3. Enter a name in the Access Group Name text box.

  4. Check the Row Level Security checkbox. A dropdown menu is displayed to the right.

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  5. Click on the Row Level Security dropdown menu, and then select the RLS profile you want to assign to this Access Group.

  6. Once you have finished configuring this Access Group, click Save. Reference the Account Settings: Access Groups article for more information on configuring Access Groups.

  7. Click on the Settings dropdown, and then select the Manage Users option.

  8. Mouse over the user to whom you'd like to assign the new Access Group , and then click on the 5_2_1_Penci_bluel_noFill.png icon.

  9. Click on the Group dropdown menu, and then select the new Access Group option.

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  10. Click Update.

    Note

    Note: Administrators can impersonate the user to test the permissions. Reference the Admin User Impersonation article for more information.