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UTA Settings - Security

2,630 bytes removed, 14:57, 19 July 2017
Security Settings
==Security Settings==
[[Image:Security_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).
* '''Enable Contact Filter - UTA 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 - 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.
* '''[[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''' - Setting a [[status lock]] at '''{{l1}}''' can lock the '''{{l2}}''' and '''{{l3}}''' items as well, regardless of their current [[status]]. Options for this setting include ''Activity Only'' (locks Level 2 activities when Level 1 is in a [[status lock|locked status]]) and ''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.
[[Image:SecuritySettingsPage-AdministratorAccess.png|link=|550px]]
* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access the [[:Category:UTA Settings|Settings tab]] if they are in one of the assigned roles.<BR><BR>
==View Field History==[[Image:SecuritySettingsPage-ViewFieldHistory.png|link=|550px]]* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access the [[Track_Changes#All_Tracked_Fields|Fields History tab]] on a UTA record if they are in one of the assigned roles.<BR><BR>==View Reader Log History==[[Image:SecuritySettingsPage-ViewReaderLogHistory.png|link=|550px]]* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access the [[Reader Log]] if they are in one of the assigned roles.<BR><BR>==View Workflow History==[[Image:SecuritySettingsPage-ViewWorkflowHistory.png|link=|550px]]* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access the [[Workflow History]] tab if they are in one of the assigned roles.<BR><BR>==View Revision History==[[Image:ViewRevisionHistorySetting.png|link=|550px]]* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access the [[Field Revision Annotations|Revision History]] tab if they are in one of the assigned roles.<BR><BR>
==Override Template Branch Restriction==
[[Image:SecuritySettingsPage-OverrideTemplateBranchRestriction.png|link=|550px]]
* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to override the "Restricted to" setting on [[Level_1_Templates#Template_Settings|Level 1 Templates]] if they are in one of the assigned roles.<BR><BR>
==Enable Batch Update==
[[Image:SecuritySettingsPage-EnableBatchUpdate.png|link=|550px]]
* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to perform [[Batch Update]]s on [[UTA]] records if they are in one of the assigned roles.<BR><BR>
==Enable Batch Role Assignment==
[[Image:SecuritySettingsPage-EnableBatchRoleAssignment.png|link=|550px]]
* When [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to use the [[Auto Assignments|Assign By Role]] feature from {{l1}} to {{l2}} records if they are in one of the assigned roles.<BR><BR>
==Disable Data Exchange==
[[Image:SecuritySettingsPage-DisableDataExchange.png|link=|550px]]
* When [[roles]] are added to this section using the {{LookupButton}} button, a user will '''not''' be able to access the Export Claim and Export Notes tabs if they are in one of the assigned roles. These settings tabs allow users to share UTA information between multiple instances using the [[UTA Data Exchange|Data Exchange]] functionality.<BR><BR>
==Anonymize Record Lock Owner Role Settings==
[[Image:SecuritySettingsPage-AnonymizeRecordLockOwnerRoleSettings.png|link=|550px]]
* See [[Record Lock]] page for details.
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<!--==Changes in January 2014 ==
 
* In January 2014 security settings relating to Contacts and Companies, that previously resided in the UTA Security settings page, were moved to the individual [[UTA Standard Field Settings]] section.
 
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==See Also==
Smartstaff, administrator
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