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Company and User Security Matrix

No change in size, 20:58, 2 July 2019
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:: [[File:Org and user security matrix.png|800px|border]]  
==Configuring the User Security Matrix==
*:* '''Own Profile''' - access to users own profile
*
** Set '''Roles Permissions''' if applicable - This sets the granular role-by-role permissions to perform views, edits, deletes, and lookups.
*** By adding a check mark to the specific check box in the matrix you will be enabling that permission for the specified user role.
** Set '''Category Permissions''' if applicable - This sets granular category-by-category permissions to perform views, edits, deletes, and lookups.
 
[[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".
** Only a {{GUA}} or a {{LUA}} can define [[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==
[[Security Matrix]]<br />
||Click [[Company and User Security Matrix - Why?|here]] to learn why this feature is a benefit to your organization.
|}
 
[[Category:How]][[Category:Security]]
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