UTA Settings - Security

Revision as of 09:44, 27 June 2013 by Arthur Lathrop (talk | contribs)

Revision as of 09:44, 27 June 2013 by Arthur Lathrop (talk | contribs)

UTASettingsTabs.png

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

Contents

Security Settings

SecuritySettingsPage-SecuritySettings.png

  • Security Matrix - Defines how users can interact with each level of the data, based on the way they need to interact with the data -
  • Enable Security Matrix - Click to specify advanced access control setting to grants and activities -
  • 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 -
  • 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: -
  • Default Organization Lookup Category: -



Access Role Settings

SecuritySettingsPage-AccessRoleSettings.png



Contact Assignment Role Settings

Organization Assignment Role Settings

SecuritySettingsPage-OrgAssignRoleSettings.png



Standard Contact Lookup Role Settings

SecuritySettingsPage-StandardContactLookupRoleSettings.png



Anonymize Record Lock Owner Role Settings

SecuritySettingsPage-AnonymizeRecordLockOwnerRoleSettings.png



Level 1 Organization Lookup Category Settings

SecuritySettingsPage-GrantOrgLookupCatSettings.png



See Also