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Company and User Security Matrix

366 bytes added, 18:57, 18 April 2017
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* Under the '''Security''' Tab, click on the '''User Security Matrix'''
* Under the '''[[The Key Control Element – Roles|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''', - ::*'''Users Under their Own Organization''', - ::*'''Users Under Sub Organizations''' and - ::*'''Own Profile'''.- * Set '''Roles Permissions''' if applicable - This sets the granular categoryrole-by-category role permissions to perform views, edits, deletes, and lookups.
==Permission Types==
The following six 10 permission types are available:* '''DenyView''' - 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.
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