The following steps provide an overview of the encryption process:

  1. An administrator configures a Security Key with the appropriate User and/or Group Permissions.
  2. An administrator enables encryption for a data field within an entity's record specifying the Security Key to use for encryption and decryption.
  3. Authorized users enter data into the encrypted field in a record. When the user saves the record, this data is encrypted and then stored in the database.
  4. In Aptify, users who have access to the appropriate security key can display encrypted fields within a view in a decrypted format so that exported view results can be viewed in plain text when necessary. See the Show Decrypted Field Option for List Views for details. The encrypted data is not available in views or standard reports.
  5. The encrypted data is not available to unauthorized users. Also, unauthorized users cannot enter data into fields that have encryption enabled. Aptify disables the field on the form to prevent the unauthorized users from making any changes to the field's value. 

     
    Disabled Field
  6. When an authorized user opens a record, the field's contents are decrypted; the user can view or modify the field's contents.