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 level 1s and level 2s - 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 Level 2 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 - Setting a status lock at Level 1 can lock the Level 2 and Level 3 items as well, regardless of their current status. Options for this setting include Activity Only (locks Level 2 activities when Level 1 is in a locked status) and Activity and Level 3 Activity (locks both Level 2 and 3 activities when Level 1 is in a locked status). See Inherit Status Locking page for details.
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.
Administrator Access
- When roles are added to this section using the button, a user will only be able to access the Settings tab if they are in one of the assigned roles.
View Field History
- When roles are added to this section using the button, a user will only be able to access the Fields History tab on a UTA record if they are in one of the assigned roles.
View Reader Log History
- When roles are added to this section using the button, a user will only be able to access the Reader Log if they are in one of the assigned roles.
View Workflow History
- When roles are added to this section using the button, a user will only be able to access the Workflow History tab if they are in one of the assigned roles.
Override Template Branch Restriction
- When roles are added to this section using the button, a user will only be able to override the "Restricted to" setting on Level 1 Templates if they are in one of the assigned roles.
Enable Batch Update
- When roles are added to this section using the button, a user will only be able to perform Batch Updates on UTA records if they are in one of the assigned roles.
Enable Batch Role Assignment
- When roles are added to this section using the button, a user will only be able to use the Assign By Role feature from Level 1 to Level 2 records if they are in one of the assigned roles.
Disable Data Exchange
- When roles are added to this section using the button, a user will not be able to access the Export Claim and Export Notes tabs if they are in one of the assigned roles. These settings tabs allow users to share UTA information between multiple instances using the Data Exchange functionality.
