Managing Security Rules

Authorized operators can add security rulesSecurity rules are used to control access to specific tools, controls, pages and other features in SalesConnect. Each security rule includes roles and/or operators who will have access to the items secured by that rule. and manage details for them. In addition to the topics below, you may find it helpful to read About Security Rules, Roles, and Personas. See Manage your security rules to learn how you can maintain any rules you created to secure items like labelsA label is like a tag, a convenient way for you to mark records so that you can easily find and work with them later. Most labels are tagged to key connections. For instance, you could create a label called "Top Reps," and then assign this label to the top-producing reps with which you work. Since you can search for connections with a particular label assigned to them, you can easily retrieve the list of reps who have been assigned this label. However, you can also define transaction account labels that may be systematically applied to the transactions and assets imported to SalesConnect, so that it's easy to find and work with those transactions and assets later. or export definitionsAn export definition is a set of columns that you can export from a SalesConnect table. You may be able to create, save and re-use export definitions..

See these topics:

• Adding a Security Rule
• Managing Roles for a Security Rule
• Managing Operators for a Security Rule
• Deleting a Security Rule

Adding a Security Rule

1. Using the Administration persona, select Rules from the Authorization menu. Or, select in the universal menu, and then select Security Rules under Security.

2. On the displayed Security Rules page, select Add above the table.

   You may want to use the filter fields at the top of the page to first search and verify that no existing rule meets your needs.

3. Complete fields on the main part of the displayed Add Security Rule page.

   Tips

   • Name and Description help to identify exactly how this rule will be used in the application.
   • Security rules can be secured by role, by operator, or by both. If neither Secure by Role nor Secure by Operator is selected, anything supposed to be secured by the rule will be available to everyone. (Because neither role or operator security is being enforced.)
   • You may not see rules that are flagged as Permanent or System Maintenance. Rules flagged as Permanent control access to key features and tools; they only take effect when developers have linked them to pages or controls in the application. Rules flagged as System Maintenance rules are related to critical system functionality; they too require additional changes by developers to have any effect.
   • Project Mode is another option designed for application developers only.

4. Use the Roles tab to manage the included roles. Remember, listed roles have no effect if Secure by Role isn't selected on the main part of the page. You can:

   Add one or more roles to the security rule

   1. Select Add above the table.
   2. On the popup, you can use the fields to enter filtering criteriaIn a query, a criterion is a single point of comparison. For instance, one criterion in a query might be reps in the state of Michigan. Query and search criteria are based on properties in the primary SalesConnect objects associated with the type of connection or other record which the query or search finds. for selecting available roles; select Search to list roles.
   3. Select the checkboxes for those you want, and then select Select.
   Remove one or more roles from the security rule

   • In the table, select the checkboxes for those you want to remove, and then select Delete. You may be asked to confirm this.

5. Use the Operators tab to manage the included operators. Remember, the listed operators have no effect if Secure by Operator isn't selected on the main part of the page. You can:

   Add one or more operators to the security rule

   1. Select Add above the table.
   2. On the displayed popup, you can use the fields to enter filtering criteria for selecting available operators; select Search to list matching operators.
   3. Select the checkboxes for those you want, and then select Select.
   Remove one or more operators from the security rule

   • In the table, select the checkboxes for those you want to remove, and then select Delete. You may be asked to confirm this.
6. Select Save. You can use the Security Rule Detail page and its tabs to add and review more information for the rule, as needed.

Managing Roles for a Security Rule

You should always test changes to the roles included in a security rule by logging in as an operator assigned to each of the specified roles and checking items secured by the rule.

1. Using the Administration persona, select Rules from the Authorization menu. Or, select in the universal menu, and then select Security Rules under Security.
2. On the Security Rules page, select the link for the rule you want. A Security Rule Detail page is shown.

3. Use the Roles tab to manage the included roles. Remember, listed roles have no effect if Secure by Role isn't selected on the main part of the page. You can:

   Add one or more roles to the security rule

   1. Select Add above the table.
   2. On the popup, you can use the fields to enter filtering criteria for selecting available roles; select Search to list roles.
   3. Select the checkboxes for those you want, and then select Select.
   Remove one or more roles from the security rule

   • In the table, select the checkboxes for those you want to remove, and then select Delete. You may be asked to confirm this.

Managing Operators for a Security Rule

You should always test changes to the operators included in a security rule by logging in as those operators and checking items secured by the rule.

1. Using the Administration persona, select Rules from the Authorization menu. Or, select in the universal menu, and then select Security Rules under Security.
2. On the Security Rules page, select the link for the rule you want. A Security Rule Detail page is shown.

3. Use the Operators tab to manage the included operators. Remember, the listed operators have no effect if Secure by Operator isn't selected on the main part of the page. You can:

   Add one or more operators to the security rule

   1. Select Add above the table.
   2. On the displayed popup, you can use the fields to enter filtering criteria for selecting available operators; select Search to list matching operators.
   3. Select the checkboxes for those you want, and then select Select.
   Remove one or more operators from the security rule

   • In the table, select the checkboxes for those you want to remove, and then select Delete. You may be asked to confirm this.

Deleting a Security Rule

When necessary, authorized operators may be able to delete a security rule. Even if your role enables you to delete standard permanent security rules or system maintenance rules, do not do so. You may be able to delete non-permanent security rules (which can be used to secure items such as labels, queriesA query is a special type of saved search for connections or other data in SalesConnect, created with a SalesConnect query tool rather than a standard search page. When you create a query, you select query criteria based on familiar field names from the interface; the criteria you specify are transformed behind the scenes into the appropriate SQL statements., and export definitions), but if they are in use, you will have to clear those uses first.

1. Using the Administration persona, select Rules from the Authorization menu. Or, select in the universal menu, and then select Security Rules under Security.
2. On the Security Rules page, select the checkbox for the rule you want, and then select Delete. You may be asked to confirm this.