To implement privacy and confidentiality layers in Drupal, such as: (1) Client-specific views, (2)Person-specific content, or (3) Group or team-specific views, you’ll need to leverage Drupal’s Access Control System with some combination of: - Content Types, - Fields, - Views, and - Access Control Modules. Here’s a structured approach you can use:

1. Create Separate Content Types for Each Privacy Layer

• For Client-Specific Content:
  • Content Type: Client Documents
  • Add custom fields:
    • Client Reference (Entity Reference field that links to a Client taxonomy or user profile)
    • Confidentiality Level (Dropdown or radio buttons with options like “Confidential,” “Public,” etc.)
• Person-Specific Content:
  • Content Type: Private Notes or Person-Specific Documents
  • Add custom fields:
    • User Reference (Reference the specific user or person this content is meant for, using Entity Reference field pointing to users)
    • Access Level (Checkbox for restricting view to only the person or their manager)
• Group/Team-Specific Content:
  • Content Type: Team Documents
  • Add custom fields:
    • Group Reference (Reference the team or group with an Entity Reference field pointing to user roles or user groups)
    • Confidentiality Level (Use a similar field for access level, restricting it to specific teams)

2. Use Taxonomy for Client and Group Classification

• Client Classification:
  • Create a Taxonomy Vocabulary called Clients.
  • Add terms for each client. You can use this to tag or reference content that belongs to a specific client.
  • Example Term: Client ABC, Client XYZ
• Group Classification:
  • Create a Taxonomy Vocabulary called Teams.
  • Add terms like Marketing, IT Team, Management.

These vocabularies can be used as fields on the content types for easy classification and access control.

3. Configure Access Control

You will need to configure access controls based on the roles, users, and taxonomy terms using modules.

Modules to Use:

1. Content Access or Taxonomy Access Control Lite:
   • Content Access allows for content type-level permissions, which is useful for defining who can view, edit, or delete content.
   • Taxonomy Access Control Lite will help you restrict access to nodes based on the taxonomy terms assigned (for client-specific or team-specific content).
2. Group or Organic Groups:
   • Use the Group module to define Teams or Client groups.
   • Group allows you to assign users to specific groups (e.g., Clients, Teams) and create group-specific content visibility.

Basic Permissions Setup:

• Client Documents: Only users assigned to a specific client or those with a client role can view their related documents.
• Private Notes: Only the assigned user (and maybe their manager) can view.
• Team Documents: Only members of a particular team or group can view.

4. Views Configuration for Privacy/Confidentiality

Use Views to create custom lists for different roles and access levels:

• Client-Specific Views:
  • Filter the content type to show Client Documents.
  • Add contextual filters based on taxonomy terms (e.g., Client XYZ).
  • Use role-based access to restrict the view to only the users from that client.
• Person-Specific Views:
  • Filter the content to show Private Notes or Person-Specific Documents.
  • Use contextual filters that show content where the User Reference field matches the logged-in user.
• Group-Specific Views:
  • Filter the content type to show Team Documents.
  • Use contextual filters based on team membership or taxonomy term for the team.

5. Additional Fields and Settings

• Visibility Fields:
  • Add a “Visibility” or “Access Level” field to content types (e.g., Public, Confidential, Team Only). This field can be used in views to filter content.
• Workflow States (Optional):
  • If you need approval workflows for confidential content, consider enabling the Workflow and Content Moderation modules to create content states (e.g., draft, reviewed, approved).

6. Summary of Tools and Modules:

• Content Types: Client Documents, Private Notes, Team Documents.
• Fields: User reference, Group reference, Client reference, Confidentiality level.
• Taxonomy: Clients, Teams.
• Access Control Modules:
  • Content Access for role-based permissions.
  • Group or Organic Groups for team-based content control.
• Views: Client, person, and team-specific views, filtering based on taxonomy terms or user references.

This approach will help you set up a layered privacy system that aligns with client-specific, person-specific, and team-specific views, ensuring that content is only visible to the right people.

Let us know if you need help setting this up in your Drupal Site! 😊