While the process of configuring Field Security has not changed, certain fields have moved to new areas on the Field Security page due to their page location changing.
Grant settings only affect users belonging to the configured Security Group. Users outside the group are unaffected.
Note: Failure to audit these areas may result in fields being inaccessible to users who need them or inadvertently exposed to roles that should not have access.
Contact Information (new): A new Contact Information option has been added to the Area drop-down. This area allows administrators to grant (Grant checkbox selected) or restrict access to the following fields for each security group:
Homeowner Addresses (updated): The following changes have been made to this existing area:
Removed: Owner Mailing Address
Migrated to Contact Information (existing selections preserved): Home Phone, Mobile Phone, Work Phone, Email
Homeowner Information (updated): The following changes have been made to this existing area:
Removed: Owner Mailing Address
Migrated to Contact Information (existing selections preserved): Home Phone, Mobile Phone, Work Phone, Email
Follow these steps to audit the field security settings:
In CINC, go to System > Field Security. If you are using universal navigation, go to Settings > Security > Field security.
The Field Security page displays. Select the Contact Information area. Select the Grant checkbox for each relevant Security Group.
Select the Homeowner Addresses area and verify the Grant checkbox is selected for all relevant security groups.
Select the Homeowner Information area and verify the Grant checkbox is selected for all relevant security groups.
Click Save.