Difference between revisions of "UTA Settings - Security"
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[[Image:SecuritySettingsPage-GrantOrgLookupCatSettings.png|link==]] | [[Image:SecuritySettingsPage-GrantOrgLookupCatSettings.png|link==]] | ||
| − | * When [[Client Categories|categories]] are added to this section using the {{LookupButton}} button, a user will only be able to | + | * When [[Client Categories|categories]] are added to this section using the {{LookupButton}} button, a user will only be able to assign organizations which are in the assigned categories to the Organization standard fields. |
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Revision as of 14:58, 27 June 2013
The Security Settings page of the UTA consists of several sections.
Contents
Security Settings
- Security Matrix - Defines how users can interact with each level of the data, based on the way they need to interact with the data - See Security Matrix for configuration instructions.
- Enable Security Matrix - Click to specify advanced access control setting to grants and activities - Selecting this setting enables the link to the Security Matrix (above).
- Enable Application Scope Access - Define specific user access - See Application Scope Access for details.
- Enable Email Role Restriction - Users can only email those who their role allows - See Email restriction page for details.
- Enforce Roles That Can Set Status - Prevents scripts or submit buttons from overriding the Status setting -
- Enable UTA Organization Filter - Use UTA organizations visibility is controlled by UTA roles -
- Default Contact Lookups based on Grant Organization -
- Inherit Grant Status Lock: - See Inherit Status Locking page for details.
- Default Organization Lookup Category: -
Access Role Settings
- When roles are added to this section using the
button, a user will only be able to access this UTA if they are in one of the assigned roles.
Contact Assignment Role Settings
- See Contact Assignment Role Settings for details.
Organization Assignment Role Settings
- When roles are added to this section using the button, a user will only be able to associate organizations to a UTA record if they are in one of the assigned roles.
Standard Contact Lookup Role Settings
- When roles are added to this section using the button, a user will only be able to associate contacts to a UTA record if they are in one of the assigned roles.
Anonymize Record Lock Owner Role Settings
- See Record Lock page for details.
Level 1 Organization Lookup Category Settings
- When categories are added to this section using the button, a user will only be able to assign organizations which are in the assigned categories to the Organization standard fields.
