Create a record and mark it as confidential so that you can make sure that only the
users with a specific role can access it.
Antes de Iniciar
Role required: sn_grc.admin, sn_grc.business_user who has opened the risk event,
sn_audit.user, sn_compliance.user, sn_esg.user, sn_risk.user
Procedimento
-
Navigate to .
-
Select Yes for Enable record level
confidentiality property and click
Save.
Perform the following steps by logging in with the sn_grc.business_user role
or a module specific role as defined in the Role required section.
-
Navigate to the record that should be marked as confidential and select Confidentiality tab.
-
On the Confidentiality tab, select the
Confidential option.
The Allowed users and Allowed groups lists are displayed. The user who
enables the Confidential option is auto-appended to the
Allowed users list by default.
-
To add more users, update the Allowed users list.
Allowed users can update the confidential record.
-
To add more groups, update the Allowed groups list.
Allowed groups can update the confidential record.
-
Click Update.