Access Points Paige Freeman May 04, 2023 17:23 Updated You must have access to the Settings.AccessPoints security application to access Access Points. Access points are used to restrict the ability of users to view and/or edit specific fields within a screen. When you define an access point and associate it with one or more fields within a screen, only security groups that are granted access to that access point will be able to view and/or edit those fields. To access Access Points: From the Settings section of the left navigation menu, select Security Settings. From the Security Settings page, select Access Points from the Security section.The Access Points page displays, as shown below. From this page, you can perform the following: Manage Access Point Security Groups Create New Access Point Edit Access Point Create New Access Point You must have ADD access to the Settings.AccessPoints security application to create new Access Points. To create new access points: From the Access Points page, select +New Access Point.The Add New Access Point page displays, as shown below. Enter the Access Point Code. Enter the Access Point Description. The Active toggle defaults to Yes; change if necessary. Expand the Desktop Options section to view additional options. The Administrative Access Only toggle is read-only. Set the Available to Data Services toggle to Yes, if necessary. Select Save to save your changes and return to the Access Points page. Screen Element Description Code Text box. A unique access point code. The code should be intuitive, such as VIEWSSN for an access point for viewing a social security number. Description Text box. A description of the access point code. Active Toggle. When set to Yes, indicates the access point is active. Administrative Access-Point Read-only toggle. When set to Yes, indicates the access point can only be used by an administrative user. Whether or not a user is an administrative user is determine by the Is Administrator? checkbox on the User Maintenance screen. Available To Data Services Toggle. Indicates whether this access point will be available to use with ThreeSixty Data Services. When an access point is assigned to an element using the ThreeSixty Web Services Designer, that element can be consumed via Data Services by the users only who has permission to that access point. Edit Access Point You must have EDIT access to the Settings.AccessPoints security application to edit access points. To edit an access point: From the Access Points page, select the edit pencil in the grid next to the corresponding access point you wish to edit.The Edit Access Point page displays, as shown below. Modify the Description and Desktop Options as needed, then select Save to save your changes and return to the Access Points page. Manage Access Point Security Groups You must have ADD and EDIT access to the Settings.AccessPoints security application to Manage Access Point Security Groups. To manage Access Point Security Groups: From the Access Points page, select Manage Access Point Security Groups from the contextual menu in the grid next to the corresponding application you wish to manage.The Manage Access Point Security Groups page displays, as shown below.From the Manage Access Point Security Groups page, you can assign or unassign security group permissions for the access point. Changes made on this page will be saved immediately and a green confirmation message will display at the top of the page, as shown below: Select the Assigned, Unassigned, or All grid tabs to filter the display based on whether or not they have been assigned to the security group. Within the grid, check or uncheck the boxes to assign or remove permissions for the corresponding security group. Once you have completed selecting or modifying your permissions, select the Done button to return to the Access Points page.