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Navigating to Privacy Level Assignment Rules

FOUNDATION > SECURITY MANAGEMENT > SET UP PRIVACY LEVEL ASSIGNMENT RULES

What are Privacy Level Assignment Rules?

Privacy Level Assignment Rules (PLARs) are used to automatically apply Privacy Levels on entity records. PLARs are triggered when creating or modifying a record that meets the conditions set on the Organisational Units and the entity. PLARs are also applicable on all Web API calls.

Check Group Collaboration Profiles and Community Collaboration Profiles for more information on how the Privacy Level is used to define access rights.

Navigate to PLARs and explore existing entries via the Summary page.
Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
Use the Actions Menu to create a NEW PLAR, modify (EDIT) or DELETE an existing one.
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the PLAR.

Check the Validations Table below for a list of available Actions and related validations when working with Privacy Level Assignment Rules. View the Attributes Table for a comprehensive description of the PLAR fields.

Validations

Action	Validations
Create	Mandatory Fields must be defined. Name and AlternativeCodearebothunique.
Edit	Mandatory Fields must be defined Name and AlternativeCodearebothunique.
Delete	Not Applicable

Attributes

An * indicates a field is mandatory.

Name	Description
Main Information
Name*	The name of the Privacy Level Assignment Rule (PLAR).
State*	The state of the PLAR which can be 'Active' or 'Inactive'.
Description	A description of the PLAR.
Priority	Determines the order in which PLARS should be applied in case multiple are applicable. The selection box includes 5 Priority options (numbered '1' to '5') with '1' being the highest priority. Rules with no defined priority are considered to have the lowest priority.
Assignment Options*	A specific Privacy Level or the Privacy Level which is used by the master entity. Only one of the two can be specified in each PLAR.
Conditions
Entity Conditions	The set of entity related conditions which include the following: Entity (Only Explicit Viewing Access Entities can be specified in PLARs) Entity Type Master Entities Privacy Level
Organisational Conditions	A set of the Organisational Units for which the PLAR is valid, and in which the Unit of the User creating or modifying a record must be included, for the PLAR to be triggered and applied.
Log Information
Log Details	The standard set of Log Details information available in all entities.

Related Areas

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Setting up Privacy Level Groups & Privacy Levels
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Setting up Automatic Collaboration Rules (ACR)
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Managing Security Profiles
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Understanding Security Management
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Setting up Conditional Security Restrictions (CSR)
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Setting and Using Audit Trail
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Setting up Privacy Level Assignment Rules (PLARs)

Helpful Links

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CRM.COM Quickstart Manual
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Working with Summary Pages - R18
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Working with Summary Pages
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Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page