UTA Settings - Security

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

Security Settings

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 - Click to specify advanced access control setting to grants and activities - Selecting this setting enables the link to the Security Matrix (above).
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 - See Email restriction page for details.
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: - See Inherit Status Locking page for details.
Default Organization Lookup Category: -

When roles are added to this section using the button, a user will only be able to access this UTA if they are in one of the assigned roles.

When roles are added to this section using the button, a user will only be able to associate organizations to a UTA record if they are in one of the assigned roles.

When roles are added to this section using the button, a user will only be able to associate contacts to a UTA record if they are in one of the assigned roles.

When categories are added to this section using the button, a user will only be able to assign organizations which are in the assigned categories to the Organization standard fields.