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Application Scope Access

649 bytes added, 14:34, 21 November 2013
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The '''UTA Application Scope Access''' feature on the [[UTA Settings - Settings|Settings]] page of all [[UTA]]s {{UTAs}} allows you to assign a designated [[Role|role]] to played by a [[User|user]] if for a specific branch or company of a {{l1}} instance is in the list. In other words, you can define implicit permission for a given user to UTA objects without them being explicitly indicated on a record. It also lets you associate the permissions of an individual to those of a particular company.
''Impact'': A [[User|user]] can now see the {{l1}} items of a company based on the [[Security Matrix|matrix permissions]] of the selected [[Role|role]], even if that individual is not assigned to the {{l1}} items.
In the example below, "Alan DavisRolf Lathrop" has been assigned as a "Manager" of "Abbeville Womens Equality." Rolf can see all of the {{l1}} items belonging to "AAAA CouriersAbbeville Womens Equality." When he looks at the [[Security Matrix]] items he His access will be restricted by the [[Security Matrix]] permissions of the "Manager" [[Role|role]].
These permissions mean that the [[User|user]] does not have to be directly attached to the {{l1}} item. They do not have to be the [[owner]], assigned or in an associated company in order to see the items.
[[Image:Car2ApplicationScopeAccess.png|link=|750px]]
==Enabling Application Scope Access==
# On the [[UTA_Settings_-_Security|Security tab]] of the [[UTA Settings Page]], select "Enable Application Scope Access."
# Scroll to the bottom of the page and hit "Save".
# Now navigate to the [[UTA_Settings_-_Settings|Settings tab]] of the [[UTA Settings Page]].# In the first sectionof the page, click the hyperlink for "Application Scope Access". ==Restricted Roles==When using Application Scope Access - the Lookup for selecting an external company can be restricted by selecting roles in ''Roles to Restrict Level One Lookup Using Scope Access Settings''. This setting applies to the {{l1}} standard field Company lookup, the UTA Contacts lookup, and the UTA Companies lookup. ''Impact'': When enabled, a user in one of the selected roles that clicks the Lookup button will only see the companies that they are associated with in the Application Scope Access list.
==See Also==
* [[Security Matrix]]
* [[UTA Settings - Security]]
[[Category:Universal Tracking Application]][[Category:Security]][[Category:UTA Settings]]
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