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Navigating to Conditional Security Restrictions

FOUNDATION > SECURITY MANAGEMENT > SET UP CONDITIONAL SECURITY RESTRICTIONS

What are Conditional Security Restrictions?

Conditional Security Restrictions (CSRs) are used to restrict the visibility of certain System features and attributes of each module, and to define particular attributes as 'Non-editable' or 'Mandatory'. The Restrictions are applied provided that certain conditions set on the Organisational Units and the entity are met. CSRs are also applicable on all Web API calls.

Different Restrictions may be applied, depending on the Type of the entity:

	Restrictions
Entity Type	Visible Whether the entity will be visible	Editable Whether the entity will be available for editing	Mandatory Whether the entity cannot be saved if not defined
Fields
Processes
Printouts

Navigate to Conditional Security Restrictions (CSRs) 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 CSR, 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 CSR.

Check the Validations Table below for a list of available Actions and related validations when working with Conditional Security Restrictions (CSRs). View the Attributes Table for a comprehensive description of the CSR fields.

Validations

Action	Validations
Create	Mandatory fields must be defined. Name and Alternative Code are both unique.
Edit	Mandatory fields must be defined. Name and Alternative Codeareboth unique.

Attributes

An * indicates a field is mandatory.

Name	Description
Main Information
Name*	The name of the Conditional Security Restriction (CSR).
Entity*	The entity that the CSR will be applied to.
State*	The state of the CSR which can be 'Active' or 'Inactive'.
Description	A description of the CSR.
Restrictions* Restrictions are available once the Entity in the Main Information is set.
Fields
Fields	The following restrictions can be applied on fields: They can be set as not Visible. They can be set as not Editable. They can be set as Mandatory. A tab or attributes within a tab can be selected. For example, Addresses or Addresses / Area can be selected. By selecting the whole tab, top level restrictions are defined (and not for each item explicitly). Unless stated otherwise in the CSR, the System sets the fields as Editable and Visible (default).
Processes
Processes	The restrictions that can be applied to Processes. Processes added to the list are set as 'Not Available'.
Printouts
Printouts	The restrictions that can be applied to Printouts. Printouts added to the list are set as 'Not Available'.
Conditions
Entity Conditions	The set of entity related conditions which include the following: Entity Type Privacy Level Life Cycle State Status
Organisational Conditions	A set of the Organisational Units for which the CSR is valid, and in which the Unit of the User creating or modifying a record must be included, for the CSR to be triggered.
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
Page:

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