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→Security Settings
:{{UTASettingsTabs}}[[Image:security.png|link=]]
The Security Settings page of the UTA consists of several sections.
==Security Settings==
[[Image:SecuritySettingsPage-SecuritySettingsSecurity_settings2017.png|link==|border]]
* '''Enable Security Matrix - Click to specify advanced access control setting to level 1s and level 2s''' - Selecting this setting enables the link to the Security Matrix (above).
* '''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 UTA Role Field Access - Click to specify advanced Use UTA roles for field access control setting to grants and activitiesinstead of system roles ''' - Selecting this setting enables If checked then the access to fields is controlled by the link role used to associate the user with a level one record in the Security Matrix (above)UTA, rather than the role they are assigned in the system.* '''Enable Application Scope Access Enforce Roles That Can Set Status - Define specific user accessPrevents scripts or submit buttons from overriding the Status setting''' - See [[Application Scope Access]] will prevent scripts or submit buttons from setting a record to a status if the current users Role is not included in the '''Allow to Set Roles''' settings for detailsthat Status. * '''Enable Email Role Restriction - Users can only email those who their role allows''' - Allows system administrators to set up a matrix of which roles can send emails to which other roles through SmartSimple. See [[Email restriction]] page for details.* '''Enforce Roles That Can Set Status Enable Contact Filter - Prevents scripts or submit buttons from overriding the Status settingUTA contacts visibility is controlled by UTA roles''' -Contacts available to be selected in the Level 1 Owner standard field can be restricted by role.* '''Enable UTA Organization Filter - Use UTA organizations visibility is controlled by UTA roles''' -Organizations available to be selected in the Level 1 Branch standard field can be restricted by role.* '''Default Contact Lookups based on Grant Organization[[Visibility_Permissions#UTA-level_Visibility_Permissions|Feature and Function Permissions]]''' - Visbility permission for various objects and controls.* '''Field Permission Matrix''' -Configure custom field access permissions for selected user roles based on status.* '''Inherit Grant Status Lock:''' - See Setting a [[status lock]] at '''{{l1}}''' can lock the '''{{l2}}''' and '''{{l3}}''' items as well, regardless of their current [[Inherit Status Lockingstatus]] page . Options for details.* this setting include ''Activity Only''(locks Level 2 activities when Level 1 is in a [[status lock|locked status]]) and 'Default Organization Lookup Category:'Activity and Level 3 Activity'' -(locks both Level 2 and 3 activities when Level 1 is in a [[status lock|locked status]]).
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==Application Access Role Settings==[[Image:SecuritySettingsPage-AccessRoleSettings.png|link==|550px]]* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access this UTA if they are in one of the assigned roles.* Only the roles added to Access Role Settings are made available to be configured in the [[Security Matrix]].
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==Contact Assignment Role SettingsAdministrator Access==[[Image:ContactAssignmentRoleSettingsSecuritySettingsPage-AdministratorAccess.png||link==|550px]]* See When [[Contact Assignment Role Settingsroles]] for details.<BR><BR>==Organization Assignment Role Settings==are added to this section using the {{LookupButton}} button, a user will only be able to access the [[Image:SecuritySettingsPage-OrgAssignRoleSettings.pngCategory:UTA Settings|link==Settings tab]]* if they are in one of the assigned roles.<BR><BR> ==Standard Contact Lookup Role SettingsOverride Template Branch Restriction==[[Image:SecuritySettingsPage-StandardContactLookupRoleSettingsOverrideTemplateBranchRestriction.png|link==|550px]]* <BR><BR>==Anonymize Record Lock Owner Role Settings==When [[Image:SecuritySettingsPage-AnonymizeRecordLockOwnerRoleSettings.png|link==roles]]* See are added to this section using the {{LookupButton}} button, a user will only be able to override the "Restricted to" setting on [[Record LockLevel_1_Templates#Template_Settings|Level 1 Templates]] page for detailsif they are in one of the assigned roles.<BR><BR>
==See Also==