Add or edit contact type security
Civic Platform divides contacts into two categories: record contacts and reference contacts. Record contacts are associated or manually added to records by users. Reference contacts are accessed from the Reference contact page. When you assign contact type security, you only are assigning it for record contact types.
You assign contact type security access in the Contact type setting page. From Record contacts in the navigation tree, you select a contact type and then establish the security levels for modules, user groups, and individual users. See Assign record contact type security for more information.
Note: Using the CONTACT TYPE standard choice, you can configure which record contact types display under Record contacts and whether they are set up as “for transactions” or “for both.” Based on your standard choice configuration, security policies are effective in Civic Platform, Citizen Access, and/or Accela Mobile.
Assign record contact type security
To assign security for record contact types
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From the Administration menu, select Contact > Contact type setting.
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Select the plus sign (+) next to Record contacts in the tree navigation.
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Highlight the contact type to which you want to apply a security policy.
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Either:
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Select the module for which that you want to define security levels from the Module list.
or
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Select Add, select a module, and select Submit to add the module to the Module list.
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In the Permission tab of the module, hover over the Assign button and select which contact type to assign to the module. The contact type options are: Assign module, Assign group, and Assign user.
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When assigning group(s) or user(s), navigate to and select the group(s) or user(s) you want to assign.
Note: Assigning a module automatically assigns the selected module. -
Select Submit.
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Select the access level for each type from the Access menu. The access options are: Full, Read, and None. See Contact type security levels for more information.
Contact type security levels
| Security level | Description |
|---|---|
| Full |
Users can view, add, modify, and delete the contacts of certain contact types. Users can search for records or contacts by certain contact types. Users can search for inspections by certain contact types (in Accela Mobile only). |
| Read |
Users can view the contacts of certain contact types but cannot add or modify the contacts of those types. Users can search for records or contacts by certain contact types. Users can search for inspections by certain contact types (in Accela Mobile only). |
| None | Users have no access to certain contact types and the contacts of those types. |
See also