View source for Company and User Security Matrix

{| class="wikitable"
|-
||[[Image:How.png|link=|50px]]
||This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
|}

==Overview==
==Enabling the Company and User Matrix==
Note: You will need [[Global User Administrator]] Privileges to enable and configure this feature

# In the '''Configuration''' menu, Click on '''Global Settings'''
# Under the '''Security''' Tab, add a check mark to the box '''Enable Company and User Security Matrix'''
# Click '''Save. '''


:: [[File:Org and user security matrix.png|800px|border]]

==Configuring the User Security Matrix==
* In the '''Configuration''' menu, click on '''Global Settings'''
* Under the '''Security''' Tab, click on the '''User Security Matrix'''
* Under the '''[[The Key Control Element – Roles|Login User Role]]''' select the user role you will be permissioning
* First set '''Hierarchy Permissions''' if applicable - This sets what general permissions a specific user role has to view and modify based on the following options
*:* '''Users Under All Organizations''' - access to all users under all organizations
*:* '''Users Under their Own Organization''' - access to those users found under the current users organization
*:* '''Users Under Sub Organizations''' - access to those users found under the current users organization or its sub-organizations
*:* '''Own Profile''' - access to users own profile

* Set '''Roles Permissions''' if applicable - This sets the granular role-by-role permissions to perform views, edits, deletes, and lookups.

==Configuring the Company Security Matrix==
* In the '''Configuration''' menu, click on '''Global Settings'''
* Under the '''Security''' Tab, click on the '''Company Security Matrix. '''This defines how users can interact with company data
* Under the '''Login User Role''' is displayed a list of all defined user roles. Select the user role you will be permissioning
* Set appropriate '''Hierarchy Permissions''' if applicable - This sets what general permissions a specific user role has to view and modify organization data that they belong to.
** Options include the ability to view, edit, add, delete, and lookup permissions for '''All Organizations''', their '''Own Organizations''', and their '''Sub Organizations'''.
** By adding a check mark to the specific check box in the matrix you will be enabling that permission for the specified user role.
* Set '''Category Permissions''' if applicable - This sets granular category-by-category permissions to perform views, edits, deletes, and lookups.

==Permission Types==
The following 10 permission types are available:

* '''Deny View''' - Users in this role are denied access to this item.
* '''Deny Edit''' - Users in this role can access but cannot edit.
* '''Deny Add''' - Users in this role can access but cannot create a new item.
* '''Deny Delete''' - Users in this role can access but cannot delete an existing item.
* '''Deny Lookup''' - Users in this role can access but cannot search an existing item.
* '''View''' – View the item.
* '''Add''' – Create a new item.
* '''Edit''' – Edit an existing item.
* '''Delete''' – Delete an existing item.
* '''Lookup''' – Search an existing item.

==Company Security Matrix Example==
1. Review the '''Hierarchy Permission''' and '''Category Permission''' shown below for the Employee Role:<br /><br />

[[Image:Company_security_matrix_2015-12-16_1531.png|link=]]




A. From the '''Hierarchy Permissions''' - Employees can View, Edit, and Add data related to their Own Organization.

B. From the '''Category Permissions''' - Employees can View and Edit "Event Registrant Organization" and View "Fiscal Agents".

==Notes==
** Only a {{GUA}} can define or modify [[Role|roles]].
** When Company or User security matrix is enabled, then the system will ignore any other Company or User specific permissions when the current user is either a [[Local User Administrator]] or basic [[User]].

==Also See==
[[Security Matrix]]<br />
[[The Key Control Element – Roles]]<br />
[[Using Roles]]<br />
[[Roles & Permissions|Roles & Permissions]]



{| class="wikitable"
|-
||[[Image:Why.jpeg|link=?|50px]]
||Click [[Company and User Security Matrix - Why?|here]] to learn why this feature is a benefit to your organization.
|}

[[Category:How]][[Category:Security]]