Creating authorization filters
An authorization filter allows a Planon administrator to specify the data users are allowed to view, modify, and perform actions on.
For example, if an organization has two properties in two different regions North and South. The personnel in North are only allowed to access data belonging to property North, whereas the personnel in South are only allowed to access data belonging to property South. To accomplish this filtering of data, two authorization filters could be created.
An Authorization button is available on the TSI to enable or disable entire authorization feature.
 | The use of authorization filters is optional. |
 | While creating authorization filters, you cannot include fields exceeding 2000 characters. |
Procedure
1. Go to > step.
2. On the action panel, click Add.
3. Select a business object for which you want to create the filter, for example Visitor and click OK.
4. In the Filter field, set the filter criteria by selecting the fields to be filtered on. On each data field, select an operator and then add a corresponding filter parameter.
5. Click Save.
The authorization filter is now ready for use.
| | If an authorization filter is applied to a business object’s subtype, it is only effective for that particular subtype. The other types (i.e. the main object and other subtypes) will all be visible and unfiltered. If an authorization filter is applied to a main business object, it is only effective for that main type and all subtypes will be visible and unfiltered. |
| | Updating authorization filters (when linked to a user group) is subject to security logging. For more information about this topic, see Security logging. |
| | For more information on defining and using filters, refer to Fundamentals. For more information on creating user-defined business objects, refer to Field definer. |