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UTA Security Matrix

894 bytes added, 15:55, 11 July 2019
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==Enabling Overview==The '''Security Matrix '''feature in your [[SmartSimple]] [[instance]] allows you to restrict [[User|user]]'s interaction with the [[Universal Tracking Application|Universal Tracking Applications]] in your system and the associated [[entities]] with each application. The '''Security Matrix==Matrix '''allows you to define how users can interact with each level of the data in an application, based on the way that they need to interact with data. You must enable the '''Security Matrix '''and permission each [[User Role|role]] to have varying levels of accessibility to the [[Universal Tracking Application]]. 
Once you '''Note: '''You must have created your [[Universal Tracking Application]] you may want to restrict interaction with the [[Applications|application]] and the associated [[EntityGlobal User Administrator|entitiesSystem Administrator]]. In privileges in order to do this you will need to enable the the '''Security Matrix.''' feature.
You should only enable this feature when you ==Configuration - Essentials=====Enabling the Security Matrix===Your first step is to create the [[Universal Tracking Application|Universal Tracking Applications]] for your system. If and once these have completed the entire applicationalready been created, as it you may become very difficult then enable the '''Security Matrix '''feature to work with ensure that the application once this security is switched levels of access dependent on[[User Role|user role]] are properly secure and permissioned. 
The '''Security Matrix''' is configured from 1. Open the '''Configuration''' page{{UTA}} whose security you would like to permission.
12. Click the '''gear icon '''on the top left of the UTA page in order to enter its '''Configuration Settings.''' tab.
2. Click the :: [[UTA Settings - Security|Security tabconfiguration.png]]3. Click into the '''Security '''tab.
The '''Security Matrix''' setting is displayed in the 4. Toggle on the '''Enable Security SettingsMatrix '''option. 
5. A '''Security Matrix '''hyperlink will then appear below. Click this hyperlink. :: [[ImageFile:SecurityMatrixSettingUTA security matrix.png|link=500px|border]] <pre> As soon as the Security Matrix is enabled, all users will lose all access to data within the application until the role-specific permissions are established. </pre> ===Setting Role-Based Security Permissions===3. Click the The next step after clicking into the '''Enable Security MatrixMatrix ''' check boxhyperlink is to specifically choose which roles will have which security permissions with the {{UTA}}. 
4. Click the '''Save''' button.
The '''Security Matrix''' link is added to the top of the ''''Security Settings''' window.
As soon as the security matrix is enabled, all [[User|users]] will lose all access to data within the application until the permissions are established.
5. Choose the [[roles]] that should have access to the application in the [[UTA_Settings_-_Security#Access_Role_Settings|Access Role Settings]] box. Only the roles added to [[UTA_Settings_-_Security#Access_Role_Settings|Access Role Settings]] are made available to be configured in the Security Matrix.
==How the Security Matrix works==
 
* The current view is for security associated with the Grant level ({{l1}}).
==Role Engagement==
All access is [[Role|role]] based. Each set of access permissions can be set based on the following role engagement:
All access is [[Role|role]] based. Each set of access permissions can be set based on the following role engagement:
* '''All''' – All [[User|users]] in this [[Role|role]] can perform the permissioned actions.
* '''Owner''' – Only a [[User|user]] in this [[Role|role]] associated through the "Owner" standard field can perform the permissioned actions.
==Permission Types==
The following six permission types are available:
The following six permission types are available:
* '''Deny''' - Users in this role are denied access to this item.
* '''View''' – View the item.
==Setting the Security Matrix==
 
1. Set the '''permissions''' as shown below:
[[Image:SecurityMatrixExample.png|link=]]
* All Employees can view all items.
* Only the Employee assigned as the "Owner" of a given record can view, add, edit, delete and assign other people to that record.
[[Image:SecurityMatrixL2.png|link=]]
4. Set the permissions the same as for the Level 1 items.
{{PrevNextStart}} [[Calculating Information between Levels]]{{PrevNextMid}} [[Reader Logs]] {{PrevNextEnd}}
[[Category:Universal Tracking Application]][[Category:Security]]
Emmy Fu
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Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/22608...36652’

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