Manage Security Tab Configuration

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Last updated: Aug 08, 2023 by Pamela Totas (Deactivated)
2 min read

About Security Tabs

Before you use Reference Data Center, you must enable the security tabs you wish to use in the Edit Security workspace. The Edit Security workspace maintains additional composited security information, such as Analytics, Variable Rates, and Ratings, as well as optional non-composited security information. You must enable tabs for all the types of security detail data you wish to use with any one of your data strategies. 

Enable Security Tabs

You can enable a security tab for use on the Edit Security workspace. When you create a tab, the tab appears on the Edit Security workspace when the data strategy governing the security maintains the security details for that type of data.

To enable additional security tabs:

  1. In the Setup workspace, select Security Tab Configuration from the left navigation pane.
    You see the Security Tab Configuration workspace with the list of current configured security tabs.

  2. Click Create New.
    You see the Create New Security Tab dialog box.

  3. Click Tab Name and select the type of security detail tab you wish to enable on the Edit Security workspace. 

  4. Click the Date Rule drop down and select the date rule you wish to use.

  5. Click the Source drop down and select the source rule you wish to use.

  6. Click Add New to select the fields to maintain for the tab.
    You see the Field Selector dialog box with the list of available fields.

  7. Select the fields you wish to use on the tab. You must select at least one field.

  8. Click Save.
    You see the Create New Security Tab dialog box refreshed with the list of selected fields.

  9. Click Save.

Edit Security Tabs

You can edit security tab from use on the Edit Security workspace. When you disable a tab, the tab no longer appears on the workspace for any security and data strategy.

To edit security tabs:

  1. From the Setup workspace, click Security Tab Configuration in the left navigation.
    You see the Security Tab Configuration work space with the list of currently configured security tabs.

  2. Select the security tab you wish to edit.
    You see the Edit Security tab.

  3. Update the fields and click Save.

Delete Security Tabs

You can disable a security tab from use on the Edit Security workspace. When you disable a tab, the tab no longer appears on the workspace for any security and data strategy.

To delete security tabs:

  1. From the Setup workspace, click Security Tab Configuration in the left navigation.
    You see the Security Tab Configuration work space with the list of currently configured security tabs.

  2. Select the security tab you wish to disable.

  3. Click Delete.

  4. Click Yes to confirm the action.
    You see the Security Tab Configuration work space refresh with the list of current security detail tabs with the deleted tab removed.