Entity screen > Security tab

Specifies permissions for entities and records.

Screen



Video: Entity Permissions

Prerequisites

Good to Know

How to Start

  1. Do one of these:

Fields

Field Name Definition

Navigate To Other Entity Navigate To Other Entity icon

Opens this Screen:
Navigate To Entity screen.
Function of this Screen:
Shows the list of AgilePoint NX entities. You can click the entity names to see or configure the entity.

Security is disabled / Security is enabled

Function:
Specifies the permissions for users or groups for an entity.
Accepted Values:
  • On - Lets you configure specific permissions for users or groups for the entity.
  • Off - Specifies that all permissions are configured for users and groups for the entity.
Default Value:
On

Delete Entity Delete Entity icon

Function:
Deletes your custom entity.

To delete an entity, set Allow Entity Deletion to Yes on the Data Entities Settings > Settings tab.

You can not delete a standard entity.

To Open this Field:
  1. On the right side of the screen, click the Ellipses (...).

Refresh Refresh icon

Function:
Updates the information on the screen.

Clone Entity Clone Entity icon

Opens this Screen:
Clone Entity screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Creates a copy of an entity..

Export Template

Opens this Screen:
Export Template screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Downloads an entity template from AgilePoint NX Data Entities to your local machine as an XML file or JSON file.

Export Data

Opens this Screen:
Export Data screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Downloads records from an entity as an XML file or JSON file to your local machine.

Import Data

Opens this Screen:
Import Data screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Uploads a collection of exported records from your local machine, and adds it to an entity in AgilePoint NX Data Entities.

Entity Owner

Opens this Screen:
Entity Owner > Manage Security screen
To Open this Field:
On the Security screen > Security tab screen, turn on the Security is disabled field.
Function of this Screen:
Specifies the users and groups who are entity owners.

Entity Designer

Opens this Screen:
Entity Designer > Manage Security screen
To Open this Field:
On the Security screen > Security tab screen, turn on the Security is disabled field.
Function of this Screen:
Specifies the users and groups who are entity designers.

Read Record

Opens this Screen:
Read Record > Manage Security screen
To Open this Field:
On the Security screen > Security tab screen, turn on the Security is disabled field.
Function of this Screen:
Specifies the users and groups to give permission to read records.

Edit Record

Opens this Screen:
Edit Record > Manage Security screen
To Open this Field:
On the Security screen > Security tab screen, turn on the Security is disabled field.
Function of this Screen:
Specifies the users and groups to give permission to change and read records.

Create Record

Opens this Screen:
Create Record > Manage Security screen
To Open this Field:
On the Security screen > Security tab screen, turn on the Security is disabled field.
Function of this Screen:
Specifies the users and groups to give permission to create and read records.

Delete Record

Opens this Screen:
Delete Record > Manage Security screen
To Open this Field:
On the Security screen > Security tab screen, turn on the Security is disabled field.
Function of this Screen:
Specifies the users and groups to give permission to delete, create, change, and read records.