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This section relies on the previous work under Pages in Page Builder. That is we will assume there is a business object Client with attributes Email, Reports to, and phone number. We will cover some security that can be used in pages.

Step 1 - Create a new role called Visitor

  1. In the Navigation Menu, click on Security -> Roles
  2. In the Roles description page and a new Role, Visitor. Click Save.

Step 2 - Configure Security for Visitor

This step will deny Visitor viewing privileges for a column, disable editing, and hide information in the modify screen.  

Disable view for attribute Email

  1. After saving the new Role Visitor, the system will load the role detail screen
  2. Click on the Business Object tab
  3. Click on the Attributes section for the the business object Client under the Actions column
  4. A list of attributes will be displayed. Click on Edit.
  5. Navigate to the Email attribute and under the View column click on Deny
  6. Save the changes made to the Role.

Now when a user logs in with the role Visitor, the Email column will be blank in Client Search

Disable editing for the field Reports To in the Modify Page

  1. Navigate to the page Client Modify and open Page Builder


  2. Go to the DOM tab and locate the field Reports to .  This can also be achieved by going through the Design section of the page builder
  3. Select the Reports To field. 
  4. Navigate to the Properties section and click on the Security Button
  5. Under Enabled, select Deny for Visitor


  6. Click on Save

The field Reports To will now be disabled when the modify screen is clicked by a user with the Visitor role.

Hide the field Email for the Modify  

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