Policy Field Sets and Policies

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.