Changes

UTA Settings - Security

462 bytes added, 17:26, 28 June 2013
no edit summary
* '''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''' - Allows assignment of designated role to a user if branch or company of a Level 1 instance is in the list. See [[Application Scope Access]] for details.
* '''Use UTA roles for activities - Use UTA roles Task and Level 3 Activity items when Security matrix is enabled (System roles is used by default) ''' -
* '''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 UTA Role Field Access - Use UTA roles for field access instead of system roles ''' -
* '''Enforce Roles That Can Set Status - Prevents scripts or submit buttons from overriding the Status setting''' -
* '''Enable UTA Contact Organization Filter - Use UTA organizations 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''' - Contacts available to be selected can be restricted to those belonging to the organization
* '''Inherit Grant Status Lock''' - See [[Inherit Status Locking]] page for details.
Smartstaff, administrator
4,478
edits