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The Security Matrix feature in your SmartSimple instance allows you to restrict user's interaction with the Universal Tracking Applications in your system and the associated entities with each application. The Security Matrix allows you to define how users can interact with each level of the data in an application, based on the way that they need to interact with data. You must enable the Security Matrix and permission each role to have varying levels of accessibility to the Universal Tracking Application.
Note: You must have System Administrator privileges in order to enable the Security Matrix.
Configuration - Essentials
Enabling the Security Matrix
Your first step is to create the Universal Tracking Applications for your system. If and once these have already been created, you may then enable the Security Matrix feature to ensure that the levels of access dependent on user role are properly secure and permissioned.
1. Open the Universal Tracking Application™ whose security you would like to permission.
2. Click the gear icon on the top left of the UTA page in order to enter its Configuration Settings.
3. Click into the Security tab.
4. Toggle on the Enable Security Matrix option.
5. A Security Matrix hyperlink will then appear below. Click this hyperlink.
As soon as the Security Matrix is enabled, all users will lose all access to data within the application until the role-specific permissions are established.
Setting Role-Based Security Permissions
The next step after clicking into the Security Matrix hyperlink is to specifically choose which roles will have which security permissions with this Universal Tracking Application™.
The Universal Tracking Application™ Security Matrix page will appear with a top row of tabs that lead, chronologically, to the security matrices of the Level 1, Level 2, and Level 3 entities in that UTA (if more than a Level 1 entity is applicable).
In each security matrix is a list of the respective UTA user roles, followed by these column headings: Access, Deny, View, Add, Edit, Delete, and Assign.
5. Choose the roles that should have access to the application in the Access Role Settings box. Only the roles added to Access Role Settings are made available to be configured in the Security Matrix. 6. Click the Save button again. 7. Click the Security Matrix link. The Security Matrix window is displayed.
How the Security Matrix works
- The current view is for security associated with the Grant level (Level 1).
- Two additional tabs are used to control security associated with the Activity (Level 2) and Level 3 Activity levels.
All access is role based. Each set of access permissions can be set based on the following role engagement:
- All – All users in this role can perform the permissioned actions.
- Owner – Only a user in this role associated through the "Owner" standard field can perform the permissioned actions.
- Assigned – Only users that are assigned to the item - either in the "Assigned" standard field or assigned as a contact with this role - can perform the permissioned actions.
- Accounts – Only users in this role that are associated with organisations assigned to this item can perform the permissioned actions. This is an indirect permission. For example, if you were to associate a company with a project and use this permission, then someone from that company with this role would be able to perform the permissioned actions.
- Person - Only users in this role associated through the "Person" standard field can perform the permissioned actions.
The following six permission types are available:
- Deny - Users in this role are denied access to this item.
- View – View the item.
- Add – Create a new item.
- Edit – Edit an existing item.
- Delete – Delete an existing item.
- Assign – Assign other contacts to the item.
Setting the Security Matrix
1. Set the permissions as shown below:
- All Employees can view all items.
- Only the Employee assigned as the "Owner" of a given record can view, add, edit, delete and assign other people to that record.
2. Click the Save button.
3. Click the Activity Access tab.
4. Set the permissions the same as for the Level 1 items.
5. Click the Save button.
6. Repeat this process for Level 3 Activities.