Difference between revisions of "UTA Settings - Security"

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(Access Role Settings)
(Grant Organization Lookup Category Settings)
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==Grant Organization Lookup Category Settings==
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=={{l1}} Organization Lookup Category Settings==
 
[[Image:SecuritySettingsPage-GrantOrgLookupCatSettings.png|link==]]
 
[[Image:SecuritySettingsPage-GrantOrgLookupCatSettings.png|link==]]
 
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==See Also==
 
==See Also==
 
{{UTASettingsLinks}}
 
{{UTASettingsLinks}}
  
 
[[Category:Security]]
 
[[Category:Security]]

Revision as of 10:10, 27 June 2013

UTASettingsTabs.png

The Security Settings page of the UTA consists of several sections.

Security Settings

SecuritySettingsPage-SecuritySettings.png

  • Security Matrix - Defines how users can interact with each level of the data, based on the way they need to interact with the data -
  • Enable Security Matrix - Click to specify advanced access control setting to grants and activities -
  • Enable Application Scope Access - Define specific user access -
  • Enable Email Role Restriction - Users can only email those who their role allows -
  • Enforce Roles That Can Set Status - Prevents scripts or submit buttons from overriding the Status setting -
  • Enable UTA Organization Filter - Use UTA organizations visibility is controlled by UTA roles -
  • Default Contact Lookups based on Grant Organization -
  • Inherit Grant Status Lock: -
  • Default Organization Lookup Category: -



Access Role Settings

SecuritySettingsPage-AccessRoleSettings.png



Contact Assignment Role Settings

ContactAssignmentRoleSettings.png



Organization Assignment Role Settings

SecuritySettingsPage-OrgAssignRoleSettings.png



Standard Contact Lookup Role Settings

SecuritySettingsPage-StandardContactLookupRoleSettings.png



Anonymize Record Lock Owner Role Settings

SecuritySettingsPage-AnonymizeRecordLockOwnerRoleSettings.png



Level 1 Organization Lookup Category Settings

SecuritySettingsPage-GrantOrgLookupCatSettings.png



See Also