UTA Settings - Security
The Security Settings page of the UTA consists of several sections.
Contents
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 - Allows assignment of designated role to a user if branch or company of a Level 1 instance is in the list. See Application Scope Access for details.
- Use UTA roles for activities - Use UTA roles Task and Level 3 Activity items when Security matrix is enabled (System roles is used by default) - If checked then the the settings in the Security Matrix will be based on the role used to associate the user with a level one record in the UTA, rather than the role they are assigned in the system.
- Enable Email Role Restriction - Users can only email those who their role allows - Allows system administrators to set up a matrix of which roles can send emails to which other roles through SmartSimple. See Email restriction page for details.
- Enable UTA Role Field Access - Use UTA roles for field access instead of system roles - If checked then the access to fields is controlled by the role used to associate the user with a level one record in the UTA, rather than the role they are assigned in the system.
- Enforce Roles That Can Set Status - Prevents scripts or submit buttons from overriding the Status setting - will prevent scripts or submit buttons from setting a record to a status if the current users Role is not included in the Allow to Set Roles settings for that Status.
- Enable Contact Organization Filter - Use UTA organizations visibility is controlled by UTA roles - Contacts available to be selected in the Level 1 Owner standard field can be restricted by role.
- Enable UTA Organization Filter - Use UTA organizations visibility is controlled by UTA roles - Organizations available to be selected in the Level 1 Branch standard field can be restricted by role.
- Default Contact Lookups based on Grant Organization - Contacts available to be selected can be restricted to those belonging to the organization
- Inherit Grant Status Lock - See Inherit Status Locking page for details.
- Default Organization Lookup Category - See UTA Level One (Standard) Company Lookup Category Settings.
Access Role Settings
- 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.
Contact Assignment Role Settings
Organization Assignment Role Settings
Standard Contact Lookup Role Settings
- 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.
Anonymize Record Lock Owner Role Settings
Level 1 Organization Lookup Category Settings
- 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.
- See UTA Level One (Standard) Company Lookup Category Settings