Security setup
Security features
Multifactor authentication (recommended)
Geolocation blocking (optional)
Denial of service hardening (optional)
Compliance features
Logging
Each entity can support the following
- Access log: User that has edited or viewed an item
- Status log: History of items time spent in each step
- Change log: Copy of old data along with timestamp and user that has changed the item (see below)
How to: Each option is activated on the entity Advanced page.
Pro tip: Especially the status log can be used for setting up performance charts on dashboards, as it can give detailed information of how much time was spent in each step.
Versioning
By default file versioning is supported on document fields.
In addition data revisions can be supported on each individual entity.
How to: Data revisions is activated on the entity Advanced page.
GDPR deletion policies
GDPR policies will enable automatic handling of stated deletion policies. The system will automatically remove or anonoumize data and files in the system.
How to:
- Set up an action on a entity status
- Check of deletion policy
- Choose between anonoumization or deletion
- Optionally select log data to also be deleted
In case you choose "anonoumization" you should define how each field should be handled
- Click on a field
- Click on Assignment
- Check of anoumization
- Optionally set value after change