CHRS Knowledge Base

Securing Data Workflow

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This workflow helps security administrators to set up data security.

Create row-level permission list

Complete the tasks in this job aid, then return to this workflow.

Securing Data: Create a Row-Level Permission List

Set global security

Complete the tasks in this job aid, then return to this workflow.

Securing Data: Setup Global Security

Set up Org Defaults

Complete the tasks in this job aid, then return to this workflow.

Securing Data: Set Up Organization Defaults

Which security setup do you need to do?

How will you authorize data?

Authorize data by dynamic group

Complete the tasks in this job aid, then return to this workflow.

Securing Data: Authorize Data by Dynamic Group

Refresh Dynamic Groups

Complete the tasks in this job aid, then return to this workflow.

Securing Data: Refresh Dynamic Group

Authorize data by static group

Complete the tasks in this job aid, then return to this workflow.

Securing Data: Authorize Data by Static Group

Authorize data by TL Permission List Security

Complete the tasks in this job aid, then return to this workflow.

Securing Data: Authorize Data by Permission List

How will you authorize data?

Authorize data by permission list

Complete the tasks in this job aid, then return to this workflow.

Securing Data: Authorize Data by Permission List

Authorize data by department tree

Complete the tasks in this job aid, then return to this workflow.

Securing Data: Authorize Data by Department Tree

Assign row level permission lists to a user

Complete the tasks in this job aid, then return to this workflow.

Securing Data: Assign Row Level Permission List to a User

Refresh security join tables

Complete the tasks in this job aid, then return to this workflow.

Securing Data: Refresh Security Join Tables

Congratulations, you are done!

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