Understanding Location Security

Location security checks a user's rights to access information based on the location of case and client information. Location security also checks the location of a user compared to the location of the case owner, if the case owner is a user. In this situation, access will be granted to a user if the user's location is successfully compared to either the location of the case owner or the location of the primary client of the case.

There are two types of location security checks: location data security and product security. The purpose of location data security is to limit user access to case and client information based on user locations. This works by comparing the location of the user (as well as any positions held by the user), and the location of the case/client information. If a user is a case owner or a case supervisor, they will automatically have access to the case irrespective of their location. Where no location has been specified for a client, all users will have access to the client's details and the details of cases for which they are the primary client.

Product location security can be used to further restrict a user's access to cases containing specific products.