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.

Profile vs. User

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.

Functional Access

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.

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.”