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Using the SmartSimple security matrix, you are able to permission features to ensure that your system has the security you need. You can also permission [[User role|roles]] to access certain functionalities, or deny them use of parts of the system. To learn how to configure and use the security matrix as a [[Global User Administrator|System Administrator]], see our [[Company and User Security Matrix]] page.
===Moving Users to Another Organization===In order to move users to another organization so that they fall at a different level in the organization hierarchy (or to simply have them in the resources of another equal-level company), you must enable the '''Parent Organization '''[[Standard Field]] and update the field to the new organization. 1. Click on the 9-square menu icon on the top right of your page. :: {{Icon-Menu}} 2. Under the heading '''Configuration, '''select '''Global Settings.''' 3. Under the '''User '''tab, select the hyperlink '''Standard Fields.''' 4. Make sure that the '''Parent Organization '''standard field is enabled. After enabling the Parent Organization standard field, when you are in '''[[Edit Mode]] '''on a user's profile, you can update their parent organization to move them to another organization. To move '''organizations '''under a different '''Parent Organization, '''the same process is repeated but using the '''Organization '''tab > '''Standard Fields '''under '''Global Settings. ''' ===Filter Owner Based on Branch Branch===
The contacts available to be selected in the [[Level 1 Entity]] Owner [[standard field]] for an organization can be restricted to those belonging to the related [[branch]] (an organization record subordinate to another organization in the company hierarchy) and its sub-organizations. The branch must be selected first in the standard field at level 1.
