# Security Matrix

The Security Matrix screen is where you manage access rights for the different integration features. These can be set for specific Salesforce Profiles or by User.

**Note**: Even if the access rights for a screen are modified in the Security Matrix, a user with a System Administrator profile will still have default access to the screen due to their administrative privileges.

1. Navigate to the **GUMU™ Settings** application and the Administration page to access the **Security Matrix** tab.

<figure><img src="/files/Yd0rwg2McLp4YY23FMIg" alt=""><figcaption></figcaption></figure>

2. Click on the Security Matrix tab to set up the Integration screen’s and functionalities access rights (allow/deny) to specific Salesforce Profiles or Users.

<figure><img src="/files/BGGjts65c6GHf1RID82x" alt=""><figcaption></figcaption></figure>

Following are the typical GUMU™ functional access which are maintained or provide access to the **User** or **Profiles** through the Security Matrix by **Salesforce Admin.**

### <mark style="color:red;">**Functional Access**</mark>

<table><thead><tr><th width="231">Category</th><th>Description</th></tr></thead><tbody><tr><td>GUMU Settings</td><td>For a particular User/Profile, the Salesforce Administrator can provide access to the GUMU™ Settings App by checking the checkbox (if the checkbox is left unchecked then that User/Profile will not have access to the GUMU™ Settings)</td></tr><tr><td>ERP Details</td><td>If the ERP Details checkbox is left unchecked for a particular User/Profile they will not be able to access the real-time data (Sales Order, AR Inquiry and Customer information) for the Accounts</td></tr><tr><td>Promote Customer</td><td>If this checkbox is left unchecked for a User/Profile they will not be allowed to promote the Accounts from Salesforce as Customers to Sage</td></tr><tr><td>Promote Order</td><td>If this checkbox is unchecked for a User/Profile they will not be allowed to promote Orders from Salesforce to Sage.</td></tr><tr><td>Promote Quote</td><td>If this checkbox is unchecked for a User/Profile they will not be allowed to promote Quotes from Salesforce to Sage.</td></tr><tr><td>Update Customer</td><td>If this checkbox is unchecked for a User/Profile they will not be allowed to pass on the update of a linked (Promoted) Account record to the Customer in Sage.</td></tr></tbody></table>

3. Here is an example: the system administrator has provided the user, ***Demo User*****,** to access only five Modules (GUMU Settings, ERP Details, Promote Order, Promote Quote, and Update Customer) when the user logs into Salesforce and tries to Promote a Customer, he won't be allowed to do it as he doesn't have necessary permission.&#x20;

<figure><img src="/files/20B5nr5SFZ8ldLY9uo3y" alt=""><figcaption></figcaption></figure>

4. The following error message will be displayed when trying to Promote a Customer: “***You do not have permission to access this page. Contact your system administrator to request access.***”

<figure><img src="/files/6rvPV4Vgpj8dqZTY4NdB" alt=""><figcaption></figcaption></figure>


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