Changes

UTA Settings - Security

295 bytes added, 14:57, 19 July 2017
Security Settings
:[[Image:UTASettingsTabsSecurityConfigurationsecurity.png|link=]]
The Security Settings page of the UTA consists of several sections.
==Security Settings==
[[Image:SecuritySettingsPage-SecuritySettingsSecurity_settings2017.png|link==|border]]
* '''Enable Security Matrix - Click to specify advanced access control setting to level 1s and level 2s''' - Selecting this setting enables the link to the Security Matrix (above).
* '''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 UTA Role Field Access - Click to specify advanced Use UTA roles for field access control setting to grants and activitiesinstead of system roles ''' - Selecting this setting enables If checked then the access to fields is controlled by the link role used to associate the Security Matrix (above)user with a level one record in the UTA, rather than the role they are assigned in the system.* '''Enable Application Scope Access Enforce Roles That Can Set Status - Define specific user accessPrevents scripts or submit buttons from overriding the Status setting''' - Allows assignment of designated role will prevent scripts or submit buttons from setting a record to a user status if branch or company of a Level 1 instance the current users Role is not included in the list. See [[Application Scope Access]] '''Allow to Set Roles''' settings for detailsthat Status.
* '''Enable Email Role Restriction - Users can only email those who their role allows''' - Allows system administrators to set up a matrix of which roles can send emails to which other roles through SmartSimple. See [[Email restriction]] page for details.
* '''Enforce Roles That Can Set Status Enable Contact Filter - Prevents scripts or submit buttons from overriding the Status settingUTA contacts visibility is controlled by UTA roles''' - Contacts available to be selected in the Level 1 Owner standard field can be restricted by role.* '''Enable UTA Organization Filter - Use UTA organizations visibility is controlled by UTA roles''' - Contacts Organizations available to be selected in the Level 1 Owner Branch standard field can be restricted by role.* '''Default Contact Lookups based on Grant Organization[[Visibility_Permissions#UTA-level_Visibility_Permissions|Feature and Function Permissions]]''' - Visbility permission for various objects and controls.* '''Field Permission Matrix''' - Contacts available to be Configure custom field access permissions for selected can be restricted to those belonging to the organizationuser roles based on status.* '''Inherit Grant Status Lock''' - See Setting a [[status lock]] at '''{{l1}}''' can lock the '''{{l2}}''' and '''{{l3}}''' items as well, regardless of their current [[Inherit Status Lockingstatus]] page . Options for details.* this setting include ''Activity Only''Default Organization Lookup Category(locks Level 2 activities when Level 1 is in a [[status lock|locked status]]) and ''Activity and Level 3 Activity'' -(locks both Level 2 and 3 activities when Level 1 is in a [[status lock|locked status]]).
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==Application Access Role Settings==[[Image:SecuritySettingsPage-AccessRoleSettings.png|link==|550px]]
* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access this UTA if they are in one of the assigned roles.
* Only the roles added to Access Role Settings are made available to be configured in the [[Security Matrix]].
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==Contact Assignment Role Settings==[[Image:ContactAssignmentRoleSettings.png||link==]]* See [[Contact Assignment Role Settings]] for details.<BR><BR>==Organization Assignment Role SettingsAdministrator Access==[[Image:SecuritySettingsPage-OrgAssignRoleSettingsAdministratorAccess.png|link==|550px]]* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to associate organizations to a access the [[:Category:UTA record Settings|Settings tab]] if they are in one of the assigned roles.<BR><BR>
==Standard Contact Lookup Role SettingsOverride Template Branch Restriction==[[Image:SecuritySettingsPage-StandardContactLookupRoleSettingsOverrideTemplateBranchRestriction.png|link==|550px]]* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to associate contacts override the "Restricted to a UTA record " setting on [[Level_1_Templates#Template_Settings|Level 1 Templates]] if they are in one of the assigned roles.<BR><BR>
==Anonymize Record Lock Owner Role Settings==
[[Image:SecuritySettingsPage-AnonymizeRecordLockOwnerRoleSettings.png|link==]]
* See [[Record Lock]] page for details.
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=={{l1}} Organization Lookup Category Settings==
[[Image:SecuritySettingsPage-GrantOrgLookupCatSettings.png|link==]]
* When [[Client Categories|categories]] are added to this section using the {{LookupButton}} button, a user will only be able to assign organizations which are in the assigned categories to the Organization standard fields.
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==See Also==
Smartstaff, administrator
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