Data Entities Security Overview

Portal Settings for Data Entities

These are the NX Portal settings for Data Entities.

Video: Entity Permissions

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

Only the NX Portal Administrator can configure these settings in the Portal.

How to Start

Click Settings .
Click Build Apps > Data Entities.

Settings

Settings	Definition	More Information
Allow Entity Deletion	Shows the delete button to delete a custom entity in AgilePoint NX Data Entities.	Data Entities Settings screen > Settings tab.

Global Security Groups

Specifies the security group for all AgilePoint NX Data Entities.

How to Start

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

Settings

Role	Definition	More Information
Entity Global Permission Managers	A global entity permissions manager is 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 Global Permission Managers > Permission Settings screen.
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 Designers > Permission Settings screen.

Role

Definition

More Information

Entity Global Permission Managers

A global entity permissions manager is 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 Global Permission Managers > Permission Settings screen.

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 Designers > Permission Settings screen.

Entity-Level Roles

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

Prerequisites

On the Security screen > Security tab screen, turn on the Security is disabled field.

How to Start

Do one of these:
- On the Entities screen, click an entity.
  1. Click the Security tab.
- On the Security screen, click an entity.

Settings

Role	Definition	More Information
Entity Owner	Function: An entity owner is 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 Permissions: These permissions apply to a specified entity: Read entity. Edit entity. Delete entity. Read Records. Edit Records. Create Records. Delete Records. Manage permissions for other entity users. All permissions for Entity Designer.	Entity Owner > Manage Security screen.
Entity Designer	Function: An entity designer is 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. Permissions: These permissions apply to a specified entity: Create fields. Delete fields. Create relationships. Delete relationships.	Entity Designer > Manage Security screen.

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

Do one of these:
- On the Entities screen, click an entity.
  1. Click the Security tab.
- On the Security screen, click an entity.

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.	Read Record > Manage Security screen.
Edit Record	Specifies the users and groups to give permission to change and read records in an entity in AgilePoint NX Data Entities.	Edit Record > Manage Security screen.
Create Record	Specifies the users and groups to give permission to create and read records in an entity in AgilePoint NX Data Entities.	Create Record > Manage Security screen.
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.	Delete Record > Manage Security screen.

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

Do one of these:
- On the Home screen, click Add Entity .
- On the Entities screen, click Add Entity .

Settings

Status	Definition	More Information
Published	The entity can be used to store the data in an application that is created in App Builder.	Entity screen > Details tab.
Draft	Anentity in draft status can not be used as a data source for applications.	Entity screen > Details tab.