Set up Entity Based Access properties

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Enable or disable the Entity Based Access properties to control access to the objects that are associated with an entity.

    Before you begin

    Role required: sn_grc_ent_access.admin

    Procedure

    1. Navigate to All > Entity Based Access Configurations > Properties.
      The properties in the following table are displayed.
      Table 1. Entity Based Access properties
      Property Options Description
      Entity-based access on record types related to entity [sn_grc_ent_access.enable_entity_based_accesss] Enable Option for Entity Based Access. By default, entity-based access is turned off. Entity-based access administrators are responsible for activating these properties for users.
      Enable data filters on record types consuming entity-based access [sn_grc_ent_access.enable_datafilters_for_eba] Yes or No Option for enabling data filters on record types. By default, entity-based access is Yes. Enabling this property filters the records based on the entity-based access configuration.
    2. Select Save.

      Based on your selected settings, the entity-based access properties are configured in your system.

    3. Navigate to the record that you want to set up entity-based access for.
    4. On the Access settings tab, select Entity based access restriction.
      The Entity based access restriction field is available only on the Issue form. For all other records, you must configure a bulk access update to enable an entity-based access restriction.

      Access settings for entity-based access restriction on the Issue form.

    Result

    You have completed configuring entity-based access properties in your system.