==Configuring the Company Security Matrix==
** In the '''Configuration''' menu, click on '''Global Settings'''** Under the '''Security''' Tab, click on the '''Company Security Matrix'''This 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==