Security Settings
Contents
- 1 Business Security Settings
- 1.1 Password and Activation Policies
- 1.2 Privacy and Security Policies
- 1.3 Organization Security Matrix
- 1.4 User Security Matrix
- 1.5 System Feature Permissions
- 1.6 System Visibility Permissions
- 1.7 System Configuration Lock
- 1.8 Enable Organization and User Security Matrix
- 1.9 Enable Organization Record Lock
- 1.10 Enable User Record Lock
- 1.11 Email Security Settings
- 1.12 Data Categories
- 1.13 Data Policies
- 1.14 Anonymize Record Lock Owner
- 1.15 Session Timeout
- 2 System Security Settings
- 2.1 Enable Enhanced Security Mode
- 2.2 Enable URL Parameter Encryption
- 2.3 Enable Logout
- 2.4 Disable External Login Shortcut
- 2.5 Disable Session Timeout Alert
- 2.6 Disable Secure Session Management
- 2.7 Disable Cross-Site Framing Restriction
- 2.8 Disable HTTP Cache Control
- 2.9 Disable Concurrent Login Check
- 2.10 Suppress Local Administrator Alert
Business Security Settings
These settings are used to control system security.
To access the security settings, follow these steps:
1. Click on the 9-square menu icon on the top right of your page.
2. Under the heading Configuration, select Global Settings.
3. Click into the Security tab.
4. The Business Security Settings, which will each be explained below, are displayed under the first heading on the page.
Password and Activation Policies
The Password Policy is used to control the length and complexity of passwords, password expiration and history, the number of retries that the user is allowed, and the lockout time for the account if they exceed the number of retries. Captcha Validation can be enabled here as well. Click here for detailed information.
Privacy and Security Policies
The Privacy and Security Policies allows organizations to better highlight their privacy and other stated policies, provides tools to manage country and language combinations, and places persistent links to policies on login pages and user portals.
Organization Security Matrix
Allows system administrators to restrict interaction with organizations and associated categories. The Organization Security Matrix defines how users can interact with company data, based on the way they need to interact with the data. In order to do this you will need to Enable Organization and User Security Matrix. Once this is toggled on, the matrix can be enabled per role.
User Security Matrix
Allows system administrators to restrict interaction with the application and associated entities. The User Security Matrix defines how users can interact with user data, based on the way they need to interact with the data. In order to do this you will need to Enable Organization and User Security Matrix. Once this is toggled on, the matrix can be enabled per role.
System Feature Permissions
Allows for system administrators to personalize their copy of SmartSimple and to make various system features available to users in different roles. Some of the features located here include: Batch Update, Email Broadcast, SmartFolder Access, Emulation Mode, Personal Dashboards, SmartCards, and many more.
System Visibility Permissions
Allows for system administrators to personalize their copy of SmartSimple and to make various system objects available to users in different roles.
System Configuration Lock
The Instance Lock-Down provides the ability to remove access to all settings in your copy of SmartSimple using a global system-lock password. Click here for details on how to use this feature.
Enable Organization and User Security Matrix
Switch the Organization and User Security Matrix off or on using this toggle.
Enable Organization Record Lock
Prevent concurrent edit access to offices & organizations by toggling this on. Organization records which are presently being accessed in Edit Mode by a given user will be locked to other users attempting to edit the record.
Enable User Record Lock
Prevent concurrent edit access to staff & contacts by toggling this on. User records which are presently being accessed in Edit Mode by a given user will be locked to other users attempting to edit the record.
Email Security Settings
The Email & Email Broadcast Security settings are used to control which recipients users are allowed to send email and email broadcasts to be based on their role. Click here for detailed information.
Data Categories
Configure Data Category settings
Data Policies
Configure Data Policy settings
Anonymize Record Lock Owner
Select roles for those users who will not see the details of who has the record locked
Session Timeout
The Session Timeout controls how long a user can be inactive in their browser before they are automatically logged out by the system. See Session Timeout for more information.
System Security Settings
You can access the Security Settings, otherwise known as the System Security, from the same page as the Business Security options.
1. Click on the 9-square menu icon on the top right of your page.
2. Under the heading Configuration, select Global Settings..
3. Click into the Security tab.
4. Scroll down until you see the System Security heading.
Enable Enhanced Security Mode
Preset and disable configurations on system security related options. This will also disable legacy applications.
Enable URL Parameter Encryption
This setting will encrypt object IDs such as custom field IDs, userid, companyid, activity. This enhances security by making it impossible to guess URLs.
Enable Logout
The system can be configured to automatically logout the user and store the session end time in the user log whenever the Logout button is clicked, the user navigates to a different website or when the browser is closed.
A confirmation message can also be enabled to confirm that the user will be logged out.
Disable External Login Shortcut
This setting will disable the use of the external login shortcut (exlogin) from the URL.
Disable Session Timeout Alert
If Session Timeout is set, this setting will disable the 30-second alert and login prompt pop-ups.
Disable Secure Session Management
This Global System Security Setting will disable the validation for matching session IP and browser agent which is one part of the security features in the platform that protect against Cross Site Framing attacks.
Options if users are being randomly logged out:
- Set the network proxy to sticky sessions when communicating with SmartSimple
- Set the network proxy to bypass the proxy and just direct connect from the desktop/laptop computer to SmartSimple
- Disable the Secure Session Management setting and accept the potential risk
Disable Cross-Site Framing Restriction
Disable cross-site framing restriction, and allow SmartSimple pages to be directly embedded within external sites outside the current server domain.
Disable HTTP Cache Control
Disable HTTP cache control no-cache restriction.
Disable Concurrent Login Check
Allows same user to be logged in from multiple sessions. Primarily used for load testing purposes, and strongly recommended that this is not set when going live.
Suppress Local Administrator Alert
The e-mail notification sent to all current administrators when a new Local Administrator is created can be suppressed.
