Changes

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

** 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.  

** '''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. 

** Only a {{GUA}} or a {{LUA}} 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]].