Jurisdiction-Based Access to Pipeline Details

As an additional layer of security, you can now restrict access to pipeline details by jurisdiction, based on your business requirements. Only pipelines that fall under the user's assigned jurisdictions, or those not mapped to any jurisdiction, will display.

Note:  Existing customers who do not require jurisdiction-based security will not be impacted by this feature.

This helps ensure that users view only those pipelines which are most pertinent to them.

Steps to Enable

  1. Map the new Pipeline Jurisdiction Mapping Maintainer Role to your Administrator or Supervisor user groups, as desired.
  2. Create Jurisdictions, map User Groups to Jurisdictions, and enable the appropriate Security Mappings.
  3. Use the new Pipeline Jurisdiction Mapping user interface to configure your restrictions.

Key Resources