Data Entities Security Overview

This topic gives a summary of the security settings for AgilePoint NX Data Entities.

Portal Settings for Data Entities

These are the Portal settings for Data Entities.

Video: Entity Permissions

Prerequisites

Good to Know

How to Start

  1. Click Settings Settings icon.
  2. Click Build Apps Build Apps icon > Data Entities.

Settings

Settings Definition More Information

Allow Entity Deletion

Shows the delete button to delete a custom entity in AgilePoint NX Data Entities.

Global Security Groups

Specifies the security group for all AgilePoint NX Data Entities.

How to Start

  1. In the Manage Center, click Application Management Application Management icon > Permissions.
  2. On the Permissions screen, click Entity Permissions.

Settings

Role Definition More Information

Entity Global Permission Managers

A user or group who has full permissions read, edit, create, and delete records for all entities in AgilePoint NX Data Entities, and can also manage permissions for other users and groups on all entities.

The entity owner role gives similar permissions for an individual entity in Data Entities.

Entity Designers

A user or group who can design any entity by adding and deleting entity fields and relationships in AgilePoint NX Data Entities.

Entity designers have entity-level permissions that are specified by their record security groups for the entity.

You can assign the entity designer role at the individual entity level in Data Entities.

The entity owners and global entity permissions manager​ can manage the permissions for entity designers.

Entity-Level Roles

Specifies the role for an entity. The entity owners and entity entity designers have permissions only for the specified entity.

Prerequisites

How to Start

  1. Do one of these:

Settings

Role Definition More Information

Entity Owner

A user or group who has full permissions to read, edit, create, and delete records for a specific entity in AgilePoint NX Data Entities, and can also manage permissions for other users and groups for that entity.

The global entity permissions manager​ role gives similar permissions for all entities. You can assign that role in the Manage Center

Entity Designer

A user or group who can design an entity by adding and deleting entity fields and relationships in AgilePoint NX Data Entities.

Entity designers have entity-level permissions that are specified by their record security groups for the entity.

You can assign the entity designer role for all entities in the Manage Center.

Entity-Level Permissions for Records in an Entity

Specifies the users and groups to give permissions for an entity.

Prerequisites

  • These rules apply to entity roles and security groups for a specific entity:
    • The global entity permissions manager​ and entity owners an read, change, and delete records, and define the permissions for other entity users.
    • Entity designers have specific permission levels assigned for the entity, and they can not change the permissions for other users.
  • On the Security screen > Security tab screen, turn on the Security is disabled field.

How to Start

  1. Do one of these:

Settings

Permission Definition More Information

Read Record

Specifies the users and groups to give permission to read records from an entity in AgilePoint NX Data Entities.

Edit Record

Specifies the users and groups to give permission to change and read records in an entity in AgilePoint NX Data Entities.

Create Record

Specifies the users and groups to give permission to create and read records in an entity in AgilePoint NX Data Entities.

Delete Record

Specifies the users and groups to give permission to delete, create, change, and read records in an entity in AgilePoint NX Data Entities.

Entity Statuses

These are the entity statuses for Data Entities. The entity status specifies whether the entity can be used as a data source for applications.

Good to Know

  • Only the entity owner or global entity permissions manager​ can change the status of an entity from draft to published.
  • Users who have permissions for entity records, such as Read Record or Edit Record, have the same permissions for draft and published entities.

How to Start

  1. Do one of these:

Settings

Status Definition More Information

Published

The entity can be used to store the data in an application that is created in App Builder.

Draft

Anentity in draft status can not be used as a data source for applications.