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Release: Australia · Updated: 2025-11-27 · Official documentation · View source

Configure Entity-based access

Configure entity-based access by installing the Entity-based Access Configurations plugin and enabling properties for record types.

Before you begin

Role required: sn_privacy.admin

Procedure

  1. Navigate to All > System definition > Plugins.

  2. Find the Entity Based Access Configurations plugin by using the filter criteria and search bar.

  3. Select a version from the list and select Install.

    The plugin is installed in your instance.

  4. Navigate to All > Entity Based Access Configurations > Properties.

  5. Enable the Entity-based access on record types related to entity property.

  6. Select Save.

Result

Based on your selected settings, the entity-based access properties are configured in your system.

Parent Topic:Configuring access control