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Once you have created your [[Universal Tracking Application]] you may want to restrict interaction with the [[Applications|application]] and the associated [[Entity|entities]]. In order to do this you will need to enable the '''Security Matrix''' feature.
You should only enable this feature when you have completed the entire application, as it may become very difficult to work with the application once this security is switched on.
The '''Security Matrix''' is configured from the '''Configuration''' page.
1. Click the '''Settings''' tab.
2. Click the '''Application Configuration''' link.
The '''Security Matrix''' setting is displayed in the '''Application Settings'''.
[[Image:Uta135.png]]
3. Click the '''Enable Security Matrix''' check box.
4. Click the '''Save''' button.
The '''Security Matrix''' link is added to the top of the '''Application Settings''' window.
[[Image:Uta136.png]]
As soon as the security matrix is enabled, all [[User|users]] will lose all access to data within the application until the permissions are established.
5. Click the '''Security Matrix''' link.
The Security Matrix window is displayed.
[[Image:Uta137.png]]
==How the Security Matrix works==
* The current view is for security associated with the Contract level.
* '''Two additional tabs''' are used to control security associated with the '''Activity''' and '''Action''' levels.
For each [[Role|role]] that you have permissioned to access the [[Application|application]], the same set of options will be displayed at each level.
==Role Engagement==
All access is [[Role|role]] based. Each set of access permissions can be set based on the following role engagement:
* '''All''' – All [[User|users]] in this [[Role|role]] can perform the permissioned actions.
* '''Owner''' – Only a [[User|user]] in this [[Role|role]] associated through the “Owner” standard field can perform the permissioned actions.
* '''Assigned''' – Only [[User|users]] in this [[Role|role]] that are assigned to the item perform the permissioned actions.
* '''Accounts''' – Only [[User|users]] in this [[Role|role]] that are associated with organisations assigned to this item perform the permissioned actions. This is an indirect permission. For example, if you were to associate a company with a project and use this permission, then someone from that company with this [[Role|role]] would be able to perform the permissioned actions.
==Permission Types==
The following five permission types are available:
* '''View''' – View the item.
* '''Add''' – Create a new item.
* '''Edit''' – Edit an existing item.
* '''Delete''' – Delete an existing item.
* '''Assign''' – Assign other contacts to the item.
==Setting the Security Matrix==
1. Set the '''permissions''' as shown below:
[[Image:Uta138.png]]
* All employees can view all items.
* Only the owner can view, add, edit, delete and assign other people.
2. Click the '''Save''' button.
3. Click the '''Activity Access''' tab.
The same set of [[Role|roles]] and permissions are displayed, but this time for the Level 2 items.
[[Image:Uta139.png]]
4. Set the permissions the same as for the Level 1 items.
5. Click the '''Save''' button.
6. Repeat this process for '''Level 3 – Actions'''.
[[Category:Universal Tracking Application]][[Category:Applications]]
You should only enable this feature when you have completed the entire application, as it may become very difficult to work with the application once this security is switched on.
The '''Security Matrix''' is configured from the '''Configuration''' page.
1. Click the '''Settings''' tab.
2. Click the '''Application Configuration''' link.
The '''Security Matrix''' setting is displayed in the '''Application Settings'''.
[[Image:Uta135.png]]
3. Click the '''Enable Security Matrix''' check box.
4. Click the '''Save''' button.
The '''Security Matrix''' link is added to the top of the '''Application Settings''' window.
[[Image:Uta136.png]]
As soon as the security matrix is enabled, all [[User|users]] will lose all access to data within the application until the permissions are established.
5. Click the '''Security Matrix''' link.
The Security Matrix window is displayed.
[[Image:Uta137.png]]
==How the Security Matrix works==
* The current view is for security associated with the Contract level.
* '''Two additional tabs''' are used to control security associated with the '''Activity''' and '''Action''' levels.
For each [[Role|role]] that you have permissioned to access the [[Application|application]], the same set of options will be displayed at each level.
==Role Engagement==
All access is [[Role|role]] based. Each set of access permissions can be set based on the following role engagement:
* '''All''' – All [[User|users]] in this [[Role|role]] can perform the permissioned actions.
* '''Owner''' – Only a [[User|user]] in this [[Role|role]] associated through the “Owner” standard field can perform the permissioned actions.
* '''Assigned''' – Only [[User|users]] in this [[Role|role]] that are assigned to the item perform the permissioned actions.
* '''Accounts''' – Only [[User|users]] in this [[Role|role]] that are associated with organisations assigned to this item perform the permissioned actions. This is an indirect permission. For example, if you were to associate a company with a project and use this permission, then someone from that company with this [[Role|role]] would be able to perform the permissioned actions.
==Permission Types==
The following five permission types are available:
* '''View''' – View the item.
* '''Add''' – Create a new item.
* '''Edit''' – Edit an existing item.
* '''Delete''' – Delete an existing item.
* '''Assign''' – Assign other contacts to the item.
==Setting the Security Matrix==
1. Set the '''permissions''' as shown below:
[[Image:Uta138.png]]
* All employees can view all items.
* Only the owner can view, add, edit, delete and assign other people.
2. Click the '''Save''' button.
3. Click the '''Activity Access''' tab.
The same set of [[Role|roles]] and permissions are displayed, but this time for the Level 2 items.
[[Image:Uta139.png]]
4. Set the permissions the same as for the Level 1 items.
5. Click the '''Save''' button.
6. Repeat this process for '''Level 3 – Actions'''.
[[Category:Universal Tracking Application]][[Category:Applications]]
