User Field Security

There are 3 types of security you can apply to a user field to control access.

Security Type	Description
Who Can View this Field	Choose who you want to be able to view the field.
Who Can Populate or Edit this Field	Choose who can edit this field.
Editable Status(es)	Choose which status(es) the field is editable in.
Who Can Add or Edit Values When Populating this Field (Field Administrator)	This will allow user(s) to add and remove options in the field from within the form (Only applies to Select, Cascading, Radio and Check Box fields).

1. Select the User field.

2. Click the Security Tab.

3. Using the Contact picker add users, companies or roles in the relevant security type.

4. Click Update.

Who can edit the field overrides who can view it. Therefore if who can edit is locked down to RIB-AM then only RIB-AM will be able to view it. Regardless of the fact the you have ALL in the View Security.

Use the keyword AUTHOR in security

We added support for using AUTHOR as a keyword in security in these areas.

See/Edit/Administer a user field
Status Allocation
Status Action button visibility
May edit title/May edit due date
Closers and Status Changers
Status Approvers (For Approval)
May reopen a closed document
Split
Handover report

You may also use -[Author] as a security setting for exclusions. i.e. everyone but the Author can do the edit.

For security checking, RIB CX will process rules in an order of most specific to least specific, and minus with a higher priority than plus rules.

Meaning you could configure a scenario such as +RIB-*, -RIB-JD, which would mean everyone in RIB except John Doe.

This means regardless of the order a user enters in the UI, RIB CX will process security in the following order:

-[Author]
+[Author]
-User
+User
-User Role (Group without Allow Multiple)
+User Role (Group without Allow Multiple)
-Company
+Company
-Group
+Group
-Role
+Role
-Distribution List
+Distribution List
-All
+All