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Administrator Guide
Last Updated: 2023-06-23
Steps: Restrict Access to Questionnaires on External Supplier Sites

Steps: Restrict Access to Questionnaires on External Supplier Sites

  • Understand segment-based security groups and segmented security.
  • Determine whether you need to restrict segments of data to groups of workers.
  • Create a Supplier Registration-type questionnaire.
You can configure segment-based security to restrict access to questionnaires on external supplier sites to members of designated security groups.
When you plan your segmented security configuration, consider:
  • For security segments, included values can cross multiple segments or be mutually exclusive.
  • For security groups, workers can be part of 1 or more groups and have access to 1 or more security segments.
  1. Access the
    Create Questionnaire Security Segment
     task.
    Select the questionnaires to include in a security segment.
    Security:
    Questionnaire Segmented Setup
     in the System functional area.
  3. Edit Domain Security Policies.
    To enforce your segment security policy for supplier questionnaires, select the
    Supplier Accounts
     functional area.
  4. Activate Pending Security Policy Changes.
  5. Test the security policy changes.
    For each security segment, sign in as a user of the associated segment-based security group. Then verify that you can only access the supplier questionnaires for that segment.
You can use these task and report to work with your questionnaire security segments:
  • Edit Questionnaire Security Segment
  • Delete Questionnaire Security Segment
  • View Questionnaire Security Segment