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Company and User Security Matrix

15 bytes added, 18:54, 18 April 2017
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* Under the '''Security''' Tab, click on the '''User Security Matrix'''
* Under the '''[[The Key Control Element – Roles|Login User Role]]''' select the user role you will be permissioning
* First set '''Hierarchy Permissions''' if applicable - This sets what general permissions a specific user role has to view and modify '''Users Under All Organizations''', '''Users Under their Own Organization''', and '''Users Under Sub Organizations''' and '''Own Profile'''.* Set '''Category Roles Permissions''' if applicable - This sets the granular category-by-category permissions to perform views, edits, deletes, and lookups.
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