Company and User Security Matrix

This article will explain how you can implement this feature for use on your SmartSimple system.

Enabling the Company and User Matrix

1. In the Configuration menu, Click on Global Settings
2. Under the Security Tab, add a check mark to the box Enable Company and User Security Matrix
3. 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 Users Under All Organizations, Users Under their Own Organization, and Users Under Sub Organizations.
• Set Category Permissions if applicable - This sets the granular category-by-category 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 six 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.

• 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

Before you add many users to SmartSimple, it is important to define roles.

• You can define any number of roles.
• You can associate a single user with any number of roles.
• Only a Global User Administrator or a Local User Administrator can define roles.
• Once a role is created, the administrator associates users with that roles.

Also See

Security Matrix
The Key Control Element – Roles
Using Roles
Roles & Permissions

Click here to learn why this feature is a benefit to your organization.