Difference between revisions of "Policy Field Sets and Policies"
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==Configuring== | ==Configuring== | ||
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| + | The process of configuring the Data Categories and Policies involves the following steps . . . | ||
| + | * Creating Data Categories and Policies | ||
| + | * Linking Data Categories and Policies | ||
| + | * Adding Data Category to Custom Fields | ||
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| + | == Creating Data Categories and Policies == | ||
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| + | The links to begin configuring the Data Categories and Policies are available from [[Global Setting|Global Settings]] - Security tab. | ||
Revision as of 12:06, 10 January 2017
This gives you the ability to create data categories and assign them to custom fields across your instance.
You can create security policies and attach them to data classes in order to control the visibility of field data across the entire instance.
This makes it easy for you to apply data access policies at a global level, for example if you have data sensitivity classes that apply across entire field sets.
These policies apply at the lowest level of security such that no matter where data is accessed from whether it's the object itself, a list view, or a report the visibility of data will be controlled according to each fields categorization and policy and the end user's access level.
Configuring
The process of configuring the Data Categories and Policies involves the following steps . . .
- Creating Data Categories and Policies
- Linking Data Categories and Policies
- Adding Data Category to Custom Fields
Creating Data Categories and Policies
The links to begin configuring the Data Categories and Policies are available from Global Settings - Security tab.
