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Company and User Security Matrix

3 bytes added, 14:31, 13 February 2023
Configuring the Company Security Matrix
==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.
Smartstaff, administrator
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