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→Security Settings
:[[Image:UTASettingsTabsSecurityConfigurationsecurity.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 UTA Role Field Access - Use UTA roles for field access instead of system roles ''' - If checked then the access to fields is controlled by the role used to associate the user with a level one record in the UTA, rather than the role they are assigned in the system.
* '''Enforce Roles That Can Set Status - Prevents scripts or submit buttons from overriding the Status setting''' - 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 that 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.* '''Enable Contact Organization Filter - Use UTA organizations 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''' - Contacts available to be Configure custom field access permissions for selected can be restricted to those belonging to the organizationuser roles based on status.* '''Inherit Grant Status Lock''' - See Setting a [[Inherit Status Lockingstatus lock]] page for details.* at '''{{l1}}''' can lock the '''{{l2}}''' and '''{{l3}}'''items as well, regardless of their current [[status]]. Options for this setting include 'Default Organization Lookup Category'Activity Only'' - See (locks Level 2 activities when Level 1 is in a [[UTA status lock|locked status]]) and ''Activity and Level One 3 Activity'' (Standard) Company Lookup Category Settingslocks 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=]]See [[Organization Assignment Role Settingstab]]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]]* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to associate contacts override the "Restricted to a UTA record " setting on [[Level_1_Templates#Template_Settings|Level 1 Templates]] if they are in one of the assigned roles.<BR><BR>
==See Also==