Required functionality: "Team Data Segregation (TDS) add-on "
In Borealis, projects can be used to manage access to confidential information. There are two dimensions to this management: complete restriction and partial restriction.
The Partial Restriction is designed to address scenarios in which users may access all fields in a record, with the exception of some fields marked confidential (such as a phone number).
In the case of partial restriction, it is also possible to restrict access to certain documents which have been marked confidential.
The complete restriction allows you to give access to information only to selected users, by assigning them to a specific project. Only users who have access to that project can then access the information, in accordance with the user profiles assigned to them.
Restrict access to contact information
To restrict access to a stakeholder's contact details:
- Find the stakeholder you want to manage.
- Click on the Edit button to manage contact information
- On the email address, phne number or other contact information you want to adjust, check the Restrict access box, and specify the list of projects allowed to see contact information in the Restrict access to projects field
- Click on Save.
Some of the main features of this function are
- Restricted information appears only to those who have access to one of the projects specified in the restriction list, and a lock indicates that the information is restricted.
- All users can activate the action “Restrict access". However, a user can only specify the projects to which he/she has access. It is therefore important to ensure that the protection is implemented by the appropriate person.
- The contact information with restricted access cannot be selected as main contact information for the stakeholder.
- The contact information with restricted access is not available in Borealis Analytics. The only way to access it is to navigate to the record.
Restrict access to a document
To restrict access to a document attached to a record in Borealis:
- Search for the record linked to the document you wish to protect
- Select the "Modify" action on the document
- Under the "Restrict access to the project" field, specify the name of the project authorized to view the document
- Save the changes
Access restriction using a project
When the functionality " Project Security (RLS)" is activated, the field "Projects" becomes available in all the implemented modules, as a required field.
This field will be used to specify the list of projects authorized to see the information, and only users with access to the specified projects will be able to view the information.