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Security Settings

3,331 bytes added, 14:21, 8 March 2022
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==[[Password Policy|Password and Activation Policies]]==
The [[Password Policy]] is used to control the length and complexity of passwords, password expiration and history, the number of retries that the user is allowed, and the lockout time for the account if they exceed the number of retries. Captcha Validation can be enabled here as well. [[Password Policy|Click here]] for detailed information.
==[[Configuring Privacy, Confidentiality and Other Policies|Privacy and Security Policies]]==
The [[Configuring Privacy, Confidentiality and Other Policies|Privacy and Security Policies]] allows organizations to better highlight their privacy and other stated policies, provides tools to manage country and language combinations, and places persistent links to policies on login pages and user portals.
==[[Email & Email Broadcast Organization Security|Email Security Settings]]Matrix==Allows system administrators to restrict interaction with organizations and associated categories. The [[Email & Email Broadcast Organization Security|Email & Email Broadcast Security]] settings are used Matrix defines how users can interact with company data, based on the way they need to interact with the data. In order to control which recipients users are allowed do this you will need to send email '''Enable Organization and email broadcasts to User Security Matrix'''. Once this is toggled on, the matrix can be based on their enabled per role. [[Email & Email Broadcast Security|Click here]] for detailed information.
==Data Categories==Configure Data Category settings ==Data Policies==Configure Data Policy settings ==Company / User Security Matrix==Allows system administrators to restrict interaction with the application and associated entities. The User Security Matrix defines how users can interact with user data, based on the way they need to interact with the data. In order to do this you will need to '''Enable Company Organization and User Security Matrix''' feature. Once this is toggled on, the matrix can be enabled per role.
==[[System Feature Permissions]]==
Allows for system administrators to personalize their copy of SmartSimple and to make various system features available to users in different roles. Some of the features located here include: [[Batch Update]], [[Overview of the Email Broadcast Application|Email Broadcast]], [[SmartFolders Overview|SmartFolder Access]], [[Emulation Mode]], Personal Dashboards, [[SmartCard|SmartCards]], and many more.
==[[Visibility Permissions|System Visibility Permissions]]==
The Instance Lock-Down provides the ability to remove access to all settings in your copy of SmartSimple using a global system-lock password. [[Lock System Configurations|Click here]] for details on how to use this feature.
==Enable Company Organization and User Security Matrix==Switch the Company Organization and User Security Matrix off or onusing this toggle.
==Enable Company Organization Record Lock==Prevent concurrent edit access to Int Companies offices & Ext Accountsorganizations by toggling this on. Organization records which are presently being accessed in Edit Mode by a given user will be locked to other users attempting to edit the record.
==Enable User Record Lock==
Prevent concurrent edit access to Int Users staff & Ext Contactscontacts by toggling this on. User records which are presently being accessed in Edit Mode by a given user will be locked to other users attempting to edit the record.
==Enable Cookie Usage Acceptance==Toggling this on will require users to accept the use of cookies from the login page. ==Anonymize Record Lock Ownerfor Organization and User Records==Select roles for those users who will not see the details of who has locked the particular User or Organization record lockedthey are accessing.
==[[Session Timeout]]==
The [[Session Timeout]] controls how long a user can be inactive in their browser before they are automatically logged out by the system. Enter your duration in minutes. See [[Session Timeout]] for more information.   =Data Management Policies Settings=You can access the '''Data Management Policies''' from the same page as the '''Business Security '''options. 1. Click on the 9-square menu icon on the top right of your page. 2. Under the heading '''Configuration, '''select '''Global Settings'''.. 3. Click into the '''Security '''tab. 4. Scroll down until you see the '''Data Management Policies '''heading.  ==Data Policies==Configure Data Policy settings here. Policy types include both Retention as well as Security policies. Policies can be set to require acceptance at a regular interval. ==Policy Field Sets==Configure Data Policy Field Sets here. These are linked to Data Policies to ensure that policies contain the correct information.
4. Scroll down until you see the '''System Security '''heading. 
:: [[File:Sys security settingsSecurity Settings - System Security.png|thumb|none|870px|System Security Settings from Global Settings]]
==[[Enhanced Security Mode|Enable Enhanced Security Mode]]==
Preset and disable configurations on system security related options. This will also disable legacy applications.
==[[Enable Logout]]==
The system can be configured to [[Enable Logout|automatically logout]] the user and store the session end time in the user log whenever the '''Logout''' button is clicked, the user navigates to a different website , or when the browser is closed.<br />
A confirmation message can also be enabled to confirm that the user will be logged out.
 
==Disable ID Encryption for User/Organization Lookup Standard Fields==
This setting will disable identity encryption for both User and Organization Lookup Standard fields.
==Disable External Login Shortcut==
This setting will disable the use of the [[Bypassing_the_Login_Page|external login shortcut]] (exlogin) from the URL.
==Disable Template Page Security==Bypass security validation when editing existing records on UTA template page without authenticated session. ==Disable Calendar Activity Preview Template Security==Allow HTML code on Calendar Activity Preview Template. ==Disable Arcadia Portal Custom Script Restriction==Allow configuration of custom scripts on Arcadia portal settings. This is not recommended. ==Disable Option to Serve Uploaded Files==If toggled on, links to uploaded files will download instead of opening in browser ==Disable Session Timeout AlertLogin Prompt==If [[Session Timeout]] is set, this setting will disable the 30-second alert and login prompt pop-ups. Toggling on will disable the session expired login prompt to allow user to continue on the page they were on and redirect to the main login page.
==Disable Secure Session Management==
This Global System Security Setting will disable the validation for matching session IP and browser agent , which is one part of the security features in the platform that protect against Cross Site Framing Forgery attacks. 
Options if users are being randomly logged out:
# Disable the Secure Session Management setting and accept the potential risk
==Disable Cross-Site Framing RestrictionLogin Token Check==Allow user login without a session login token. This is not recommended due to security reasons. ==Suppress Local Administrator Alert==Disable crossToggling on will suppress e-site framing restrictionmail notification when new Local Administrators are created. If toggled off, and emails will be sent to all administrators when new Administrators are created. ==Global Allowed File Types==File types listed here will be allowed to be uploaded in upload fields. Leave this section empty if you'd like to allow SmartSimple pages all file types system-wide. Specify a comma separated list of extensions for file types you'd like to allow. Additional restrictions can be directly embedded within external sites outside the current server domainadded on individual upload fields.
==Disable HTTP Cache ControlGlobal CAPTCHA Validation==Disable HTTP cache '''Enabled''' and '''Disabled''' will control no-cache restrictionwhether or not CAPTCHA will appear in all areas of the system. If '''Inherit''' is selected, you can choose at the signup and template page level when you want the CAPTCHA to appear. If '''Enabled''' is selected, CAPTCHA will automatically appear on login and activation pages. The default CAPTCHA service is Google's reCAPTCHA.
==Disable Concurrent Login CheckCountries Using Alternate CAPTCHA Service==Allows same user Countries added here will use alternate CAPTCHA services. This is only if Global Captcha Validation is set to be logged in from multiple sessions'''Enabled''' or '''Inherit'''. Primarily used for load testing purposes, and strongly recommended that this The default CAPTCHA service is not set when going liveGoogle's reCAPTCHA.
==[[Suppress E-mail Alert|Suppress Local Administrator Alert]]==
The e-mail notification sent to all current administrators when a new Local Administrator is created can be suppressed.
[[Category:Global Settings]][[Category:Security]][[Category:System Auditing]]
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