Smartstaff, administrator
67
edits
Changes
→Notes
{| class="wikitable"
|-
||[[Image:How.png|50px|link=|50px]]||This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
|}
==Overview==
==Enabling the Company and User Matrix==
Note: You will need [[Global User Administrator]] Privileges to enable and configure this feature
# In the '''Configuration''' menu, Click on '''Global Settings'''
# Under the '''Security''' Tab, add a check mark to the box '''Enable Company and User Security Matrix'''
# Click '''Save. '''
:: [[File:Org and user security matrix.png|800px|border]]
==Configuring the User Security Matrix==
* In the '''Configuration''' menu, click on '''Global Settings'''
* 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 based on the following options*:* '''Users Under All Organizations''', - access to all users under all organizations*:* '''Users Under their Own Organization''', - access to those users found under the current users organization*:* '''Users Under Sub Organizations''' and - access to those users found under the current users organization or its sub-organizations*:* '''Own Profile'''.* Set '''Roles Permissions''' if applicable - This sets the granular category-by-category permissions access to perform views, edits, deletes, and lookups.users own profile
* Set '''Roles Permissions''' if applicable - This sets the granular role-by-role permissions to perform views, edits, deletes, and lookups.
==Configuring the Company Security Matrix==
* In the '''Configuration''' menu, click on '''Global Settings'''
* Under the '''Security''' Tab, click on the '''Company Security Matrix. '''This defines how users can interact with company data* Under the '''Login User Role''' is displayed a list of all defined user roles. Select the user role you will be permissioning
* Set appropriate '''Hierarchy Permissions''' if applicable - This sets what general permissions a specific user role has to view and modify organization data that they belong to.
* Set '''Category Permissions''' if applicable - This sets granular category-by-category permissions to perform views, edits, deletes, and lookups.
==Permission Types==
The following 10 permission types are available:
* '''View''' – View the item.
* '''Add''' – Create a new item.
* '''Edit''' – Edit an existing item.
* '''Delete''' – Delete an existing item.
* '''Lookup''' – Search an existing item.
==Company Security Matrix Example==
[[Image:Company_security_matrix_2015-12-16_1531.png|link=]]
A. From the '''Hierarchy Permissions''' - Employees can View, Edit, and Add data related to their Own Organization.
B. From the '''Category Permissions''' - Employees can View and Edit "Event Registrant Organization" and View "Fiscal Agents".
==Notes==
* Only a {{GUA}} can define or modify [[Role|roles]].
* When Company or User security matrix is enabled, then the system will ignore any other Company or User specific permissions when the current user is either a [[Local User Administrator]] or basic [[User]].
==Also See==
[[The Key Control Element – Roles]]<br />
[[Using Roles]]<br />
[[Roles & Permissions|Roles & Permissions]]<br />
{| class="wikitable"
|-
||[[Image:Why.jpeg|50px|link=?|50px]]||Click [[Company and User Security Matrix - Why?|here]] to learn why this feature is a benefit to your organization.|}
[[Category:How]][[Category:Security]]
