Column Level Security Web Part User Manual

Column Level Security Web Part User Manual

Column Level Security 

Restrict private list columns to certain users or assign read-only privileges 

User Manual 

Configuring the Column Level Security Web Part

After installing the Column Level Security product to your app catalog, you will see a new web part available for you to add to a page. Using this you can immediately begin applying the product to any existing lists and any new lists created in the future.

To begin, add this webpart to any page:

Column Level Security Fields

This webpart is what you will use to create and/or modify column level security protected columns.

Column Level Security Fields: 

• List Name: Select a list from your preexisting lists to add Column Level Security columns to or modify existing ones
• New Column: This tab allows you to create a new Column Level Security column in the list you’ve selected in the previous step
  • Column Name: Name your new column
  • Column Type: Assign a data type to your new column
  • Column Description: Add a description to your column
  • Require that this column contains information: As it says
  • Copy old data from: Create the new column and populate it with data that exists in a column that is already in your list using this dropdown, this way you do not have to manually move data over to your new protected column type
  • Read Access: Indicate who is allowed to have read only access to the data in this new column
  • Edit Access: Indicate who is allowed to have read and edit access to the data in this new column
  • Reset: Clear the data you’ve entered
  • Save: Save the data you’ve entered
    
    
• Modify Column: This tab allows you to modify existing Column Level Security columns in the list you’ve selected in the previous step
  • Column Type: Select which data type column you are searching for in your list to modify, this populates the choices in the next field
  • Column Name: Select the name of the column you would like to modify
  • Column Description: Modify any existing column description if desired
  • Read Access: Indicate who is allowed to have read only access to the data in this new column
  • Edit Access: Indicate who is allowed to have read and edit access to the data in this new column
  • Reset: Clear the data you’ve entered
  • Save: Save the data you’ve entered

Once you have added Column Level Security to your tenant you will also notice that the out of the box "Export" to excel button that is usually at the top of your sharepoint lists has been replaced with a new button called "Column Level Security Export by Bamboo" as shown here:

This export button holds true the permissions set by the Bamboo Solutions Webpart on the Column Level Security Columns so that users cannot circumvent the data masking by using the SharePoint out of the box export button.