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UTA Settings - Security

199 bytes added, 17:39, 28 June 2013
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* '''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) ''' - If checked then the the settings in the Security Matrix will be based on 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.
* '''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 ''' - If checked then the access to fields is controlled by the role sued used to associate the user with a level one record in the UTaUTA, 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''' -
* '''Enable 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.
Smartstaff, administrator
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