1. Protect your data with Security John Ykema, Director of Sales & Marketing

2. Agenda Overview of Data Security Departments, Roles, Users Record Level Security & Custom Entities Modules, Merges & Reports Dataforms & Custom Links Ad-Hoc Report Profiles & Security Workspace & TOC Security

3. Overview of Data Security Importance of securing your data Security Strategy / Model Business Needs Implementing Security in Clientspace

4. Departments, Roles and User Security

5. Departments Department Admin Department Details Manager Parent Department Member Org Access User Primary Department

6. Roles Role Admin Departmental Roles Custom Roles Security No Security Entities

7. Users User Admin Adding New From Scratch Clone a User Assume User

8. Users Internal vs External Department Ad Hoc Profile Access Expiration Change Password Change Password Next Login Global Admin Active

9. Users Member Of Tab Default Roles Manual Roles Workspaces Tab Template Access Org Owner Manual Access

10. Record Level Security and Custom Entities

11. Record Level Security CORE Examples Org Security Private Tasks PEO Examples Secure Case Types Underwriting Approvals

12. Custom Security Entities CORE Examples: CRM template_clienttemplate_member TimeTracker BroadcastNotifications PEO Examples: Pricing Console QuickEdit Biz_Pricing_Submitted_Batch

13. Modules, Merges & Reports

14. Module Security Ability to secure each Dashboard Module to specific Roles or Users. Not Secured Secured

15. Merge Security Ability to secure each Merge to specific Roles or Users. View Edit View List Admin

16. Active Report Security Ability to secure each Active Reports to specific Roles or Users. View Edit View List Admin

17. Dataform and Custom Link Security

18. Dataform Dataform Admin Form Properties Secure checkbox New Entity Assign Entity

19. Field Sets Dataform Admin Edit Attributes Open Field Set properties Secure checkbox New Entity Assign Entity

20. Fields Dataform Admin Edit Attributes Open Field properties Secure checkbox New Entity Assign Entity

21. Special Notes Lookup datatype, Add New feature = Admin rights to field. Un-Securing a field, entity is removed.

22. Custom Links Custom Link Mgmt. Locate correct link. Open Link Details. Security Entity field.

23. Ad Hoc Report Security

24. Ad Hoc Profiles Manage Access to data available in Data Sources tab. Two Steps: 1. Create Profiles, grant access to Tables and Views. 2. Assign Ad Hoc Profile to User.

25. Report Level Security Ability to secure each report to specific roles. Security Options: None Full Access Read Only View Only Locked

26. Workspace and TOC Security

27. Workspace Security Template Workspaces User Access Workspace Security Groups Workspace Features TOC Security

28. Table of Contents Maintenance Assign Workspace Security Groups to TOC items.