526
edits
Changes
no edit summary
* '''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 OrganizationVisibility 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''' - 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]]).
