Security

Overview Access Control is the security system that determines which users have permission to: view, modify, and delete existing existing records create new records access screens, reports, and other content Access control rules that automati...

Record Access is used to grant User Role data level access. Record Access is all about data level access. Navigation Access should be granted to allow any non-admin user to see the navigation item. Granting record access To grant record ac...

Navigation Access grants a User Role the access to see a specific navigation item. Navigation Access is about access to a navigation item. Record Access should be granted to allow any non-admin user to see all or partial records. Granting navi...

A user role  defines permissions for users to perform a group of activities. To create a new User Role NOTE: Basic and Lite Roles are only available if your subscription is based on Full/Basic/Lite user model. See Licensing To create a Lite/...

The  Access Summary feature gives a summary of the access for a particular role. It shows a list of all objects the current role has access to, the level of permission and a summary of the reason 'why' these roles have access to the specified objec...

You can arrange Security Roles hierarchically.  Each role may be include multiple roles, or be included by multiple roles, or both.  This is referred to as ‘Role Nesting’. If one role includes a second role as a member - in the Members (Roles) ta...

A user account allows or does not allow a user to connect to ReadiNow. Only an administrator can create or modify an account for other users. Creating a user account To create a user account: Select Application Menu. The menu appears with avail...

Self serve is a feature that enables a non-administration user to create their own private reports, charts and screens. Granting Self Serve To grant self serve: Select Application Menu. The menu appears with available applications. Select Admi...

The Password Policy enables Administrators to set limits and restrictions on the types of passwords their users can create. You can use this feature to create a more secure system. Configuring the password policy To configure the password policy...

From time to time you may require users to perform particular administrative tasks, yet giving users full Administration access is providing too much privilege.  The predefined Administrative Roles allow Administrators to grant users access to spec...

User roles can leverage metadata-based security, which is the ability to secure objects based on metadata. This is done by selecting the Edit Query  option for Record Access and configuring the security as desired. Example Step 1 Navigate to ...

Overview The ReadiNow platform lets you define access control policy that takes advantage of the relationships between individual records. Ordinarily this is achieved by using m etadata based security to define a report that follows some path of...