Create an entity configuration
Create an organizational structure by configuring entity-based access for different levels such as headquarters, regional offices, and subsidiaries. Define access rules for users and groups.
Before you begin
Role required: sn_privacy.admin
Procedure
Navigate to All > Entity Based Access Configurations > Entity Configurations.
Select New to open the Entity Access Configuration form.
Create entities for each level of your organization, such as global headquarters, regional offices, and country subsidiaries.
On the FORM_TITLE, fill in the fields.
| Field | Description |
|---|---|
| Configuration type | Type of entity access configuration, such as Entity. |
| Entity | Name of the entity for which entity-based access is being configured. |
| Applicability | Option to define whether access applies to the selected entity only, or to the selected entity and downstream entities. Available options are:- Selected entity only - Selected entity and downstream entities |
| Users | Users that the access is configured for. |
| User groups | User groups that the access is configured for. |
| Entity user fields | User fields on the Entity table that should be granted access. |
| Entity group fields | User group fields on the Entity table that the access should be granted to. |
| Description | Description of the entity configuration. |
| Active | Option to set the configuration to active to enforce the access rules. |
- Select Submit.
Parent Topic:Configuring access control