Location Based Security for the application is configured by setting the location data security value on the organization home page. Location data security provides a means to secure sensitive information within an organization. It can be set to Off, On, Restricted View or Read Only.
Setting location data security allows administrators to configure user access to case and client details.Access to case and client information can be secured based on the user's location and the location of the user's position in the organization.When a user attempts to access a case, the user's location and location of the user's position is 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.
By setting the location data security level, an administrator can configure a user's access to case and client information in a number of ways:
The following examples describe how location security allows various levels of access to the different users of the application.