×
Menu
Search
 
   
   
   
 

Conditional Security

This feature allows you to set up rules that define what user groups can and cannot view.
Conditional Security
1

Entities

Select the entity (program, project etc.) that the conditional security applies to.
2

Add

Click to add a new rule.
3

Define Rules

Enter the name of the rule then select the record type (RFI, Budget etc.) that the rule applies to.  Once entered, click Save.
4

Define Conditional Statement

This area is used to define the rules of the condition.  Example:  if the meeting category contains Design, then only the individuals or groups for which the deny conditional access has not been applied grid can view. 
 
To add a new rule click Add.  Select the field the rule will be based on.  The options for this drop down are header fields that currently exist in the form.
Select the operator (contains, equals etc.) from the drop down list then enter the value.
 
Once all information is entered, click Save.
5

Deny Conditional Access

To deny access to user groups, check the box to left of the user group name.  To deny guest level access, check the box in the guest column.
6

Save

Click to save the rule name and record type.