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 AgilePoint NX Portal settings for Data Entities.

Video: Entity Permissions

Prerequisites

Good to Know

How to Start

  1. Click Settings.

    Settings
  2. Click App Builder > Data Entities.

    Click Data Entities

Settings

Settings Definition More Information

Allow Entity Deletion

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

Permission Groups for All Entities

Specifies the permission group for all AgilePoint NX Data Entities.

How to Start

  1. Click Manage.

    Click Manage
  2. In the Manage Center, click App Management > Permissions.

    Click Permissions
  3. On the Permissions screen, click Data Entities Permissions.

    Data Entities Permissions

Settings

Permission Group Definition Manage

Global Data Entities Permission Managers

Global Data Entities Permission Managers is a permission group for users or groups who have full access rights for the Data Entities component. Global Data Entities Permission Managers can manage other permission groups for the Data Entities component and for all specific entities.

Limitations:
  • At least one user must belong to the Global Data Entities Permissions Managers security group to access the Data Entities component.

    Global Data Entities Permision Managers can add users to the Entity Designers permission group in Manage Center to access the Data Entities component, or to any entity-level permission group to access a specific entity.

Permissions:

This permission group has these permissions:

  • Manage permission groups for the Data Entities component and all specific entities
  • These permissions from Entity Designers, configured in Manage Center:
    • Create custom entities
    • Add picklists, picklist items, fields, and relationships in standard (out of the box) entities
    • Change custom entities
    • Delete custom entities
    • Save entity
    • Publish entity
    • Export entity
    • Import entity
    • Change entity properties
    • Create fields
    • Change fields
    • Delete fields
    • Create relationships
    • Change relationships
    • Delete relationships
    • Change picklists
    • Delete picklists
    • Create picklist items
    • Change picklist items
    • Delete picklist items
    • Export picklists
    • Import picklists
  • These permissions from Delete Records:
    • Delete records
  • These permissions from Create Records:
    • Create (add) records
  • These permissions from Edit Records:
    • Edit (change) records
  • These permissions from Read Records:
    • Read (view) records

Entity Designers

(Manage Center)

Entity Designers configured in Manage Center is a permission group for users or groups who have access rights to create, change, or delete entities or related elements, such as fields, picklists, and relationships, in Data Entities.

Limitations:
  • At least one user must belong to the Global Data Entities Permissions Managers security group to access the Data Entities component.

    Global Data Entities Permision Managers can add users to the Entity Designers permission group in Manage Center to access the Data Entities component, or to any entity-level permission group to access a specific entity.

  • The specific access rights for Entity Designers depends upon whether the permission group is configured in Data Entities or Manage Center.
Permissions:

If Entity Designers are configured in Manage Center, they have these access rights for the Data Entities component. These permissions are overridden if permission groups are configured for a specific entity:

  • Manage permission groups
  • Create custom entities
  • Add picklists, picklist items, fields, and relationships in standard (out of the box) entities
  • Change custom entities
  • Delete custom entities
  • Save entity
  • Publish entity
  • Export entity
  • Import entity
  • Change entity properties
  • Create fields
  • Change fields
  • Delete fields
  • Create relationships
  • Change relationships
  • Delete relationships
  • Change picklists
  • Delete picklists
  • Create picklist items
  • Change picklist items
  • Delete picklist items
  • Export picklists
  • Import picklists
  • These permissions from Delete Records:
    • Delete records
  • These permissions from Create Records:
    • Create (add) records
  • These permissions from Edit Records:
    • Edit (change) records
  • These permissions from Read Records:
    • Read (view) records

Permission Groups for Specific Entities

Specifies the permission groups for a specific entity. The Entity Owners and entity Entity Designers have permissions only for the specified entity.

Good to Know

  • When you create an entity, permission groups are enabled for the entity by default.

How to Start

  1. Click App Builder.

    Build Apps screen
  2. On the App Explorer screen, click Data Entities.

    Click Data Entities Screen
  3. On the Data Entities Home screen, click Entities.

    Click Entities
  4. On the Entities screen, click an entity.

    Entities screen
  5. Click the Permissions tab.

    Permissions tab

Settings

Permission Group Definition Manage

Entity Owners

Entity Owners is a permission group for users and groups who have access rights for a specific entity in Data Entities.

If an entity has one or more Entity Owners, this permission group overrides the Entity Designers configured in Manage Center.

Permissions:
This permission group has these permissions for a specific entity:
  • Manage permission groups
  • Delete custom entities
  • These permissions from Entity Designers, configured in Data Entities:
    • Add picklists, picklist items, fields, and relationships in standard (out of the box) entities
    • Change custom entities
    • Save entity
    • Publish entity
    • Export entity
    • Import entity
    • Change entity properties
    • Create fields
    • Change fields
    • Delete fields
    • Create relationships
    • Change relationships
    • Delete relationships
    • Change picklists
    • Delete picklists
    • Create picklist items
    • Change picklist items
    • Delete picklist items
    • Export picklists
    • Import picklists
  • These permissions from Delete Records:
    • Delete records
  • These permissions from Create Records:
    • Create (add) records
  • These permissions from Edit Records:
    • Edit (change) records
  • These permissions from Read Records:
    • Read (view) records

Entity Designers

(Data Entities)

Function:

Entity Designers configured in Data Entities is a permission group for users or groups who have access rights to change specific entities.

Limitations:
  • The specific access rights for Entity Designers depends upon whether the permission group is configured in Data Entities or Manage Center.
Permissions:

If Entity Designers are configured for a specific entity in Data Entities, they have these permissions:

  • Add picklists, picklist items, fields, and relationships in standard (out of the box) entities
  • Change custom entities
  • Save entity
  • Publish entity
  • Export entity
  • Import entity
  • Change entity properties
  • Create fields
  • Change fields
  • Delete fields
  • Create relationships
  • Change relationships
  • Delete relationships
  • Create picklists
  • Change picklists
  • Delete picklists
  • Create picklist items
  • Change picklist items
  • Delete picklist items
  • Export picklists
  • Import picklists
  • These permissions from Delete Records:
    • Delete records
  • These permissions from Create Records:
    • Create (add) records
  • These permissions from Edit Records:
    • Edit (change) records
  • These permissions from Read Records:
    • Read (view) records

Delete Records

Delete Records is a permission group for users and groups who have access rights to delete, create, change, and read records for a specific entity in Data Entities.

Permissions:
This permission group has these permissions for a specific entity:
  • Delete records
  • These permissions from Create Records:
    • Create (add) records
  • These permissions from Edit Records:
    • Edit (change) records
  • These permissions from Read Records:
    • Read (view) records

Create Records

Create Records is a permission group for users and groups who have access rights to create, change, and read records for a specific entity in Data Entities.

Permissions:
This permission group has these permissions for a specific entity:
  • Create (add) records
  • These permissions from Edit Records:
    • Edit (change) records
  • These permissions from Read Records:
    • Read (view) records

Edit Records

Edit Records is a permission group for users and groups who have access rights to change and read records for a specific entity in Data Entities.

Permissions:
This permission group has these permissions for a specific entity:
  • Edit (change) records
  • These permissions from Read Records:
    • Read (view) records

Read Records

Read Records is a permission group for users and groups who have access rights to read records for a specific entity in Data Entities.

Permissions:
This permission group has these permissions for a specific entity:
  • Read (view) records

Analytics

Analytics is a permission group associated with roles to use an entity in reports and Dashboards in Analytics Center.

Analytics is different from other permission groups:

  • Even though the Analytics permission group is managed in the Data Entities component for specific entities, it allows data from the entity to be used in Analytics Center.
  • Most permission groups are associated with users and groups. The Analytics permission group is associated with roles.
Permissions:
This permission group has these permissions for a specific entity:
  • Use the entity in reports and dashboards in Analytics Center.

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 apps.

Good to Know

  • Only the Entity Owners or Global Data Entities Permission Managers 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. Click App Builder.

    Build Apps screen
  2. On the App Explorer screen, click Data Entities.

    Click Data Entities Screen
  3. On the Data Entities Home screen, click Entities.

    Click Entities
  4. On the Entities screen, click Add Entity.

    Click Add Entity

Settings

Status Definition More Information

Published

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

Draft

An entity in draft status can not be used as a data source for apps.