> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-salesforce-integration/sage300/setup/security-matrix.md).

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

<figure><img src="/files/cdI5Z0TKDP4xzclw9eeK" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">**Profile vs. User**</mark>

<table><thead><tr><th width="196">Security Level</th><th>Detail</th></tr></thead><tbody><tr><td>Profile</td><td>Profiles are listed in the grid allowing the administrator to allow/deny access for each Profile type (users under that Profile will have the same rights.</td></tr><tr><td>User</td><td>Users are listed in the grid allowing the administrator to allow/deny access for each User by name.</td></tr></tbody></table>

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="211">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, ***Sage Demo*****,** 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, they are not allowed

<figure><img src="/files/6VDnd7bfhT2EgKF0IvGj" alt=""><figcaption></figcaption></figure>

4. The following error message will be displayed when trying to Promote a Customer without rights: “***You do not have permission to access this page. Contact your system administrator to request access.***”

<figure><img src="/files/e6cYeSslFtagdWHal2Ad" alt=""><figcaption></figcaption></figure>