UTA Settings - Security
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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 -
- Enable Security Matrix - Click to specify advanced access control setting to grants and activities -
- Enable Application Scope Access - Define specific user access -
- Enable Email Role Restriction - Users can only email those who their role allows -
- Enforce Roles That Can Set Status - Prevents scripts or submit buttons from overriding the Status setting -
- Enable UTA Organization Filter - Use UTA organizations visibility is controlled by UTA roles -
- Default Contact Lookups based on Grant Organization -
- Inherit Grant Status Lock: -
- Default Organization Lookup Category: -
Access Role Settings
Contact Assignment Role Settings
- See Contact Assignment Role Settings for details.
Organization Assignment Role Settings
Standard Contact Lookup Role Settings
Anonymize Record Lock Owner Role Settings
Grant Organization Lookup Category Settings