Company and User Security Matrix

This article will explain how you can implement this feature for use on your SmartSimple system.

Contents

Enabling the Company and User Matrix

Note: You will need Global User Administrator Privileges to enable and configure this feature

1. In the Configuration menu, Click on Global Settings
2. Under the Security Tab, add a check mark to the box Enable Company and User Security Matrix
3. 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 Users Under All Organizations, Users Under their Own Organization, and Users Under Sub Organizations.
• Set Category Permissions if applicable - This sets the granular category-by-category 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 MatrixThis 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 six permission types are available:

• Deny - Users in this role are denied access to this 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 or a Local User Administrator can define roles.

Also See

Security Matrix
The Key Control Element – Roles
Using Roles
Roles & Permissions

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