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UTA Security Matrix

929 bytes added, 15:54, 11 July 2019
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==Overview==
The '''Security Matrix '''feature in your [[SmartSimple]] [[instance]] allows you to restrict [[User|user]]'s interaction with the [[Universal Tracking Application|Universal Tracking Applications]] in your system and the associated [[entities]] with each application. You must enable the '''Security Matrix '''and permission each[[User Role|role]] tot have varying levels of accessibility to the [[Universal Tracking Application]]. 
 
'''Note: '''You must have [[Global User Administrator|System Administrator]] privileges in order to enable the '''Security Matrix.'''
 
=Configuration - Essentials= 
 
==Enabling the Security Matrix==
Once you have created your Your first step is to create the [[Universal Tracking Application|Universal Tracking Applications]] for your system. If and once these have already been created, you may want then enable the '''Security Matrix '''feature to restrict interaction with ensure that the levels of access dependent on [[ApplicationsUser Role|applicationuser role]] are properly secure and permissioned.  1. Open the {{UTA}} whose security you would like to permission. 2. Click the '''gear icon '''on the top left of the associated UTA page in order to enter its '''Configuration Settings.''' :: [[Entity|entitiesUTA configuration.png]] 3. In order to do this you will need to enable the Click into the '''Security MatrixSecurity ''' featuretab.
You should only enable this feature when you have completed the entire application, as it may become very difficult to work with the application once this security is switched 4. Toggle onthe '''Enable Security Matrix '''option. 
The 5. A '''Security MatrixMatrix ''' is configured from the '''Configuration''' pagehyperlink will then appear below. Click this hyperlink.
1. Click the '''Settings''' tab:: [[File:UTA security matrix.png|500px|border]] 
2. Click <pre> As soon as the Security Matrix is enabled, all users will lose all access to data within the application until the [[UTA Settings role- Security|Security tab]]specific permissions are established.</pre> 
The '''==Setting Role-Based Security Matrix''' setting is displayed in the '''Security Settings'''.Permissions==
[[Image:SecurityMatrixSetting.png|link=]]
3. Click the '''Enable Security Matrix''' check box.
The '''Security Matrix''' link is added to the top of the ''''Security Settings''' window.
As soon as the security matrix is enabled, all [[User|users]] will lose all access to data within the application until the permissions are established.
==How the Security Matrix works==
 
* The current view is for security associated with the Grant level ({{l1}}).
==Role Engagement==
All access is [[Role|role]] based. Each set of access permissions can be set based on the following role engagement:
All access is [[Role|role]] based. Each set of access permissions can be set based on the following role engagement:
* '''All''' – All [[User|users]] in this [[Role|role]] can perform the permissioned actions.
* '''Owner''' – Only a [[User|user]] in this [[Role|role]] associated through the "Owner" standard field can perform the permissioned actions.
==Permission Types==
The following six permission types are available:
The following six permission types are available:
* '''Deny''' - Users in this role are denied access to this item.
* '''View''' – View the item.
==Setting the Security Matrix==
 
1. Set the '''permissions''' as shown below:
[[Image:SecurityMatrixExample.png|link=]]
* All Employees can view all items.
* Only the Employee assigned as the "Owner" of a given record can view, add, edit, delete and assign other people to that record.
[[Image:SecurityMatrixL2.png|link=]]
4. Set the permissions the same as for the Level 1 items.
{{PrevNextStart}} [[Calculating Information between Levels]]{{PrevNextMid}} [[Reader Logs]] {{PrevNextEnd}}
[[Category:Universal Tracking Application]][[Category:Security]]
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