Adding customer data objects and restriction conditions for customer authorization

You use the Customer Objects (SP) application to add customer data objects and restriction conditions. The Security Groups (SP) application uses these objects and restrictions for customer authorization to determine the customer-level information that users can access.

You can add up to ten conditions for each object that you add—one for each combination of one of the two types of restrictions and one of the five levels of customer authorization in the Security Groups (SP) application.

Default objects and conditions are supplied for you. You typically would only add objects or conditions to the default list if you create your own customer-level objects using the Application Designer or Database Configuration applications.

To add customer data objects and restriction conditions for customer authorization

1. In the All Customer Objects table window of the Customer Objects (SP) application, click New Row.

2. In the Object field, specify the object you want to add for customer authorization.

3. Add a restriction condition to the object by completing the following steps:

4. In the Restriction Condition table window, click New Row.

5. In the Restriction Option field, specify the level of customer authorization this condition applies to.

6. Optional: In the Condition field, modify the assigned condition number.

7. In the Type field, select Expression as the condition type.

8. In the Expression field, click SQL Expression Builder  to build a condition.

9. In the Restriction Type field, specify the type of restriction.

10. Optional: Repeat 3 to apply more conditions to the object.

11. Click Save Customer Object .

See also

Customer data objects and restriction conditions

Removing customer data objects

Removing conditions from customer data objects