Associate a security token with a control
Once a security token is created, associate it with a form control. See Create a security token.
For example, to give only the Finance role access to financial information for an employee, apply the Finance token to the section containing the financial details. At runtime, this section is not visible to other users.
- Set the Use Security Token property of the form to Yes. See Configure the properties of a form. If this property is not enabled, the security token is not applied.
- Select the control on the form for which to apply a security token.
- Click Settings .
-
Click the
Security Tokens button
inside the
Security Token box.
A list of security tokens appear.
- Consume the required security token.
-
Click
Save.
Once the security tokens are created and associated with form controls, the next step is to define the access permissions to the tokens within security roles. See the Kofax TotalAgility Workspace Help.