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 based on the following options

  • Users Under All Organizations - access to all users under all organizations
  • Users Under their Own Organization - access to those users found under the current users organization
  • Users Under Sub Organizations - access to those users found under the current users organization or its sub-organizations
  • Own Profile - access to users own profile

• • Set Roles Permissions if applicable - This sets the granular role-by-role 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 10 permission types are available:

• • Deny View - Users in this role are denied access to this item.
  • Deny Edit - Users in this role can access but cannot edit.
  • Deny Add - Users in this role can access but cannot create a new item.
  • Deny Delete - Users in this role can access but cannot delete an existing item.
  • Deny Lookup - Users in this role can access but cannot search an existing 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.
  • When Company or User security matrix is enabled, then the system will ignore any other Company or User specific permissions when the current user is either a Local User Administrator or basic User.

Also See

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

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