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||[[Image:How.png|50px|link=|50px]]||This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
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==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. '''
:: [[File:Org and user security matrix.png|800px|border]]
==Configuring the User Security Matrix==
==Configuring the Company Security Matrix==
** In the '''Configuration''' menu, click on '''Global Settings'''
** Under the '''Security''' Tab, click on the '''Company Security Matrix'''This 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 six 10 permission types are available:* '''Deny''' - Users in this role are denied access to this item.* '''View''' – View the item.* '''Add''' – Create a new item.* '''Edit''' – Edit an existing item.* '''Delete''' – Delete an existing 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.** '''Add''' – Create a new item.** '''Edit''' – Edit an existing item.** '''Delete''' – Delete an existing item.** '''Lookup''' – Search an existing item.
[[Image:Company_security_matrix_2015-12-16_1531.png|link=]]
*
*: 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 {{GUA}} or a {{LUA}} can define [[Role|roles]].
** When Company or User security matrix is enabled, then the system will ignore any other Company or User specific permissions when the current user is either a [[Local User Administrator]] or basic [[User]].
==Also See==
[[Security Matrix]]<br />[[The Key Control Element – Roles]]<br />[[Using Roles]]<br />[[Roles & Permissions|Roles & Permissions]]
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||[[Image:Why.jpeg|50px|link=?|50px]]||Click [[Company and User Security Matrix - Why?|here]] to learn why this feature is a benefit to your organization.|} <!-- [[Category:How]] -->
[[Category:Under ConstructionHow]][[Category:Security]]
