Difference between revisions of "UTA Settings - Security"

Revision as of 10:28, 27 June 2013

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

Security Matrix - Defines how users can interact with each level of the data, based on the way they need to interact with the data - See Security Matrix for configuration instructions.
Enable Security Matrix - Click to specify advanced access control setting to grants and activities - Selecting this setting enables the link to the Security Matrix (above).
Enable Application Scope Access - Define specific user access - See Application Scope Access for details.
Enable Email Role Restriction - Users can only email those who their role allows - See Email restriction page for details.
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: - See Inherit Status Locking page for details.
Default Organization Lookup Category: -

When categories are added to this page using the button, a user will only be able to look up organizations in the assigned categories when associating them to a record.

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 =={{l1}} Organization Lookup Category Settings==
 [[Image:SecuritySettingsPage-GrantOrgLookupCatSettings.png|link==]]
-*
+* When [[Client Categories|categories]] are added to this page using the {{LookupButton}} button, a user will only be able to look up organizations in the assigned categories when associating them to a record.
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