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Associate a security token with a control

Use the following procedure to associate a security token with a form control.

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.

  1. Navigate to User interface > Forms.

    The forms list page appears.

  2. Open the form. In the properties panel, click the Access tab and select Use security tokens.
  3. Select the control on the form for which to apply a security token.
  4. In the properties panel of the control, on the General tab, on the Security token list, select the required security token.
  5. Click Save.

    Once the security tokens are created and associated with form controls, the next step is to assign the access permissions to the tokens within security roles. Refer to Kofax TotalAgility Workspace Help.