Table of Contents

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  1. Preface
  2. Introduction
  3. Establishing a Root Node
  4. Defining the Business Entity Model
  5. Configuring Business Entity Properties
  6. Configuring Reference Entity Properties
  7. Transforming Business Entities and Views
  8. Managing Many-to-Many Relationships
  9. Configuring Search
  10. Configuring Workflow Tasks and Triggers
  11. Configuring Security and Data Filters for Business Entities
  12. Integrating Data as a Service
  13. Configuring External Calls
  14. Designing the Data Director User Interface
  15. Localizing Data Director
  16. Provisioning Tool Frequently Asked Questions

Security and the Data Director User Interface

Security and the Data Director User Interface

Security and data filters affect the
Data Director
user interface.
The following table summarizes how the permission to perform an action affects the behavior of the user interface:
Business Entity Action
Data Director
Behavior
Create records
In the
New
menu, you can see only the types of business entities for which you have permission to create records.
Read records
You can view the records for the business entities that you have permission to read. Other records are inaccessible.
Update records
In a record view, the
Edit
button is enabled when you have permission to edit business entity records. Otherwise, the
Edit
button is not visible.
Delete records
The
Delete
icon is enabled when you have permission to delete business entity records.
Search for records
When searching for business entities by using smart search, search filters and search results contain only the business entity types that you have permission to view.
Merge and unmerge records
In the
Matching Records
view, the
Merge
button and the check boxes at the top of each record are enabled when you have permission to merge and unmerge records. If you add records to the view, the search filters and search results contain records only for the business entities that you have permission to view.

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