Create an entity configuration

Create an organizational structure by configuring entity-based access for different levels such as headquarters, regional offices, and subsidiaries. Define access rules for users and groups.

Before you begin

Role required: sn_privacy.admin

Procedure

1. Navigate to All > Entity Based Access Configurations > Entity Configurations.
2. Select New to open the Entity Access Configuration form.
3. Create entities for each level of your organization, such as global headquarters, regional offices, and country subsidiaries.
   On the FORM_TITLE, fill in the fields.

   Field	Description
   Configuration type	Type of entity access configuration, such as Entity.
   Entity	Name of the entity for which entity-based access is being configured.
   Applicability	Option to define whether access applies to the selected entity only, or to the selected entity and downstream entities. Available options are: Selected entity only Selected entity and downstream entities
   Users	Users that the access is configured for.
   User groups	User groups that the access is configured for.
   Entity user fields	User fields on the Entity table that should be granted access.
   Entity group fields	User group fields on the Entity table that the access should be granted to.
   Description	Description of the entity configuration.
   Active	Option to set the configuration to active to enforce the access rules.

4. Select Submit.