Difference between revisions of "Company and User Security Matrix"
From SmartWiki
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* Under the '''Security''' Tab, click on the '''User Security Matrix''' | * 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 | * 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 '''Users Under All Organizations''' | + | * 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 |
| − | * Set '''Roles Permissions''' if applicable - This sets the granular | + | ::*'''Users Under All Organizations''' - |
| + | ::*'''Users Under their Own Organization''' - | ||
| + | ::*'''Users Under Sub Organizations''' - | ||
| + | ::*'''Own Profile''' - | ||
| + | * Set '''Roles Permissions''' if applicable - This sets the granular role-by-role permissions to perform views, edits, deletes, and lookups. | ||
| Line 32: | Line 36: | ||
==Permission Types== | ==Permission Types== | ||
| − | The following | + | The following 10 permission types are available: |
| − | * '''Deny''' - Users in this role are denied access to this item. | + | * '''Deny View''' - 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. | * '''View''' – View the item. | ||
* '''Add''' – Create a new item. | * '''Add''' – Create a new item. | ||
* '''Edit''' – Edit an existing item. | * '''Edit''' – Edit an existing item. | ||
* '''Delete''' – Delete an existing item. | * '''Delete''' – Delete an existing item. | ||
| − | |||
* '''Lookup''' – Search an existing item. | * '''Lookup''' – Search an existing item. | ||
Revision as of 14:57, 18 April 2017
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This article will explain how you can implement this feature for use on your SmartSimple system. |
Contents
Overview
Enabling the Company and User Matrix
Note: You will need Global User Administrator Privileges to enable and configure this feature
- In the Configuration menu, Click on Global Settings
- Under the Security Tab, add a check mark to the box Enable Company and User Security Matrix
- Click Save
Configuring the User Security Matrix
- In the Configuration menu, click on Global Settings
- Under the Security Tab, click on the User Security Matrix
- Under the 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 -
- Own Profile -
- Set Roles Permissions if applicable - This sets the granular role-by-role permissions to perform views, edits, deletes, and lookups.
Configuring the Company Security Matrix
- In the Configuration menu, click on Global Settings
- Under the Security Tab, click on the Company Security MatrixThis 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
The following 10 permission types are available:
- Deny View - 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.
Company Security Matrix Example
1. Review the Hierarchy Permission and Category Permission shown below for the Employee Role:
- A. From the Hierarchy Permissions - Employees can View, Edit, and Add data related to their Own Organization.
- B. From the Category Permissions - Employees can View and Edit "Event Registrant Organization" and View "Fiscal Agents".
Notes
- Only a Global User Administrator or a Local User Administrator can define roles.
Also See
Security Matrix
The Key Control Element – Roles
Using Roles
Roles & Permissions
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Click here to learn why this feature is a benefit to your organization. |
