Defining Data Security Using Items and Portfolios

By setting the data security through items and portfolios, you have read permission on an item's data, and you can read all the data of the item in all categories that were set as Items and portfolios define the data security.

To set items and portfolios to define data security:

  1. In the Security step of the Category wizard, click the arrow next to Category defines the data security (for all items and Portfolios).
  2. From the drop-down list, click Items and Portfolios define the data security (for this category).

Related Topics

Setting Data Security

Defining Data Security Using Categories

Sub-item Security

Resolving Security on a Cell

Overriding Security on a Cell



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Last Published Thursday, December 10, 2020