Hosting, security & access
Your environment.
Access shaped around your team.
Give people access to the records and fields their work requires. Run LiftShift Records in your organization’s environment or with an approved partner such as your software vendor.
Discuss security requirementsRecord & field access
The same record. Different access.
Record access controls whether someone can open a report. Field access controls which values they can see within it. In the walkthrough, a records clerk sees a masked medical note that a detective can read. The deployment defines its own roles and sign-in.
Permissions that match the work
Define who can do what.
SQL investigation, record corrections and activity review involve different responsibilities from everyday search. Assign access to each task separately.
| Task | Access to define | See the workflow |
|---|---|---|
| SQL investigation | Who can use the SQL workspace to inspect retained data. | SQL workspace |
| Record corrections | Who can change record values and use correction history. | Corrections & history |
| Activity review | Who can inspect recorded actions, such as opening or exporting a report. | Lineage & activity |
Hosting & operations
Choose the environment.
Name the owner.
The customer or an approved partner hosts LiftShift Records. LiftShift does not host the data.
- Customer hostedRuns in the customer’s own environment, under its IT and security policies.
- Approved partner hostedRuns in the hosting of an approved partner, the software vendor, alongside the application it provides.
Either way, agree on who owns each of these responsibilities before production.
Assign responsibility for
Access administration
Manage users, sign-in and role assignments.
The hosting environment
Maintain the host and its network access.
Backups and recovery
Own the backup and recovery arrangements.
Updates and support
Coordinate updates and support requests.
Review the proposed deployment
Bring your security requirements.
Share your hosting and access requirements or a questionnaire covering sign-in, network access, encryption, activity logging and recovery.