Using Record Level Security

Record-level security lets you restrict user roles from using or viewing a record, based on a field associated with a reference table.

Example: You want the school nurse and guidance counselors to know which students participate in the free- or reduced-lunch program, but want to block this information from other staff members. Record-level security offers a way to do that.

Use the following steps to set up record-level security:

1. Enable the District Security preference for record-level security.
2. Determine which record you want to restrict access to.
3. Set the Enable Record level security field in the Data Dictionary.
4. Determine the Data Dictionary system table to enable with record-level security.
5. Enable record-level security for a Data Dictionary system table and field.
6. Set up record-level security for a reference table and reference code.