Difference between revisions of "Company and User Security Matrix"
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==Configuring the Company Security Matrix== | ==Configuring the Company Security Matrix== | ||
| − | + | * 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. | |
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==Permission Types== | ==Permission Types== | ||
The following 10 permission types are available: | The following 10 permission types are available: | ||
| − | + | * '''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. | |
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==Company Security Matrix Example== | ==Company Security Matrix Example== | ||
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[[Image:Company_security_matrix_2015-12-16_1531.png|link=]] | [[Image:Company_security_matrix_2015-12-16_1531.png|link=]] | ||
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| + | A. From the '''Hierarchy Permissions''' - Employees can View, Edit, and Add data related to their Own Organization. | ||
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| + | B. From the '''Category Permissions''' - Employees can View and Edit "Event Registrant Organization" and View "Fiscal Agents". | ||
==Notes== | ==Notes== | ||
| − | + | * Only a {{GUA}} 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]]. | |
==Also See== | ==Also See== | ||
Latest revision as of 09:40, 13 February 2023
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This article will explain how you can implement this feature for use on your SmartSimple system. |
Contents
Overview
Enabling the Company and User Matrix
Note: You will need Global User Administrator Privileges to enable and configure this feature
- In the Configuration menu, Click on Global Settings
- Under the Security Tab, add a check mark to the box Enable Company and User Security Matrix
- Click Save.
Configuring the User Security Matrix
- In the Configuration menu, click on Global Settings
- Under the Security Tab, click on the User Security Matrix
- Under the Login User Role select the user role you will be permissioning
- First set Hierarchy Permissions if applicable - This sets what general permissions a specific user role has to view and modify based on the following options
- Users Under All Organizations - access to all users under all organizations
- Users Under their Own Organization - access to those users found under the current users organization
- Users Under Sub Organizations - access to those users found under the current users organization or its sub-organizations
- Own Profile - access to users own profile
- Set Roles Permissions if applicable - This sets the granular role-by-role permissions to perform views, edits, deletes, and lookups.
Configuring the Company Security Matrix
- 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.
Permission Types
The following 10 permission types are available:
- 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.
Company Security Matrix Example
1. Review the Hierarchy Permission and Category Permission shown below for the Employee Role:
A. From the Hierarchy Permissions - Employees can View, Edit, and Add data related to their Own Organization.
B. From the Category Permissions - Employees can View and Edit "Event Registrant Organization" and View "Fiscal Agents".
Notes
- Only a Global User Administrator can define or modify 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.
Also See
Security Matrix
The Key Control Element – Roles
Using Roles
Roles & Permissions
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Click here to learn why this feature is a benefit to your organization. |
