{"id":10468,"date":"2025-04-28T11:24:55","date_gmt":"2025-04-28T11:24:55","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=10468"},"modified":"2025-09-08T05:36:02","modified_gmt":"2025-09-08T05:36:02","slug":"gumu-feature-improved-security-tree-view-with-smart-text-search","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/04\/28\/gumu-feature-improved-security-tree-view-with-smart-text-search\/","title":{"rendered":"GUMU&#x2122; Feature: Improved Security Tree View with Smart Text Search"},"content":{"rendered":"\n<p>The latest enhancement to the <strong>GUMU&#x2122; Security Matrix UI<\/strong> significantly improves access control and user experience for administrators and end-users alike. With the introduction of a <strong>tree-structured view<\/strong>, profiles and users are now conveniently displayed in a single, unified interface eliminating the need to switch between separate screens.<\/p>\n\n\n\n<p>A user-friendly <strong>toggle button<\/strong> allows seamless switching between the traditional Combo-box View and the new, interactive Security Tree View. Additionally, filters based on <strong>Profiles and Users<\/strong> provide a more efficient way to search and navigate.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\"><strong>How to Enable the Security Tree View with Text Area Input<\/strong><\/mark><\/h3>\n\n\n\n<ul class=\"wp-block-list\" start=\"1\">\n<li>Open the <strong>App Launcher<\/strong>.<\/li>\n\n\n\n<li>Click on the&nbsp;<strong>GUMU Settings<\/strong>&nbsp;App.<\/li>\n\n\n\n<li>Navigate to the <strong>Configuration<\/strong> tab and click the \u201c<strong>settings icon<\/strong>\u201d located next to the New Integration button in the upper-right corner.<\/li>\n\n\n\n<li>Within the <strong>Security<\/strong> tab, locate the toggle labeled <strong>&#8220;Enable Security Tree View&#8221;<\/strong>. Turn it <strong>on<\/strong> to switch from the standard screen to the new <strong>Security Tree View<\/strong> with <strong>text area input<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Save<\/strong> to apply the changes.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/1.-Enabling-Security-Tree-View.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/1.-Enabling-Security-Tree-View.png\" alt=\"Enabling Security Tree View\"><\/a><\/center><font size=\"2\"><center><i> Enabling Security Tree View <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The Security Tree View screen will now be displayed with a text area input, where you can search by Salesforce <strong>user<\/strong> or <strong>profile<\/strong> name.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/2.-Security-Tree-View-Screen.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/2.-Security-Tree-View-Screen.png\" alt=\"Security Tree - View Screen\"><\/a><\/center><font size=\"2\"><center><i> Security Tree &#8211; View Screen <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For example, you can <strong>search<\/strong> for a User\/Profile name in the input text area above to view only that specific profile.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/3.-Searching-Profile.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/3.-Searching-Profile.png\" alt=\"Search Profile\"><\/a><\/center><font size=\"2\"><center><i>Search Profile <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><\/strong>To add a new User License, go to the <strong>App Launcher<\/strong>, open the <strong>Greytrix Debugger<\/strong> tab, enter the desired user license, and click the <strong>Save<\/strong> button.<strong><\/strong><\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/4.-Debugger.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/4.-Debugger.png\" alt=\"Greytrix Debugger\"><\/a><\/center><font size=\"2\"><center><i> Greytrix Debugger <\/i><\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/5.-User-Licensees.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/5.-User-Licensees.png\" alt=\"User License\"><\/a><\/center><font size=\"2\"><center><i> User License  <\/i><\/center><\/font>\n\n\n\n<p>By following the above blog instructions, you will be able to learn \u201c<strong><em>Security Tree View with Text\u00a0Area Input<\/em><\/strong>\u201d. If you still have queries or any related problems, don\u2019t hesitate to contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. More details about the Product are available on <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/10\/17\/gumus-upcoming-feature-enhanced-security-matrix-with-a-dynamic-tree-view\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU\u2019s upcoming feature: Enhanced Security Matrix with a Dynamic Tree View!<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/10\/gumu-features-security-matrix-in-salesforce-lightning-interface\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Features \u2013 Security Matrix in Salesforce Lightning Interface<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/06\/16\/providing-access-rights-to-user-in-salesforce-through-gumu-security-matrix-to-promote-account\/\" target=\"_blank\" rel=\"noreferrer noopener\">Providing Access\/Rights to User in Salesforce through GUMU&#x2122; Security Matrix to Promote Account<\/a>.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/01\/29\/allowrestrict-salesforce-user-access-to-erp-data-with-gumu-security-matrix\/\" target=\"_blank\" rel=\"noreferrer noopener\">Allow\/Restrict Salesforce user access to ERP data with GUMU&#x2122; Security Matrix<\/a>.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The latest enhancement to the GUMU&#x2122; Security Matrix UI significantly improves access control and user experience for administrators and end-users alike. With the introduction of a tree-structured view, profiles and users are now conveniently displayed in a single, unified interface eliminating the need to switch between separate screens. A user-friendly toggle button allows seamless switching\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/04\/28\/gumu-feature-improved-security-tree-view-with-smart-text-search\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[956,2],"tags":[1165,51,2046,2045,117,2047,158,159,162,163,1732,165,169,801,678,184,185,187,188,189,206,987,745,1734,736,739,747,359,360,361,730,732,731,364,367,370,374,377,378,744,740,738,746,743,389,400,401,402,677,737,679,671,683,681,733,687,680,686,684,716,424,425,734,430,735,442,454,1733,461,463,2044,2043,512],"class_list":["post-10468","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","tag-app-launcher-2","tag-configuration","tag-configuration-settings","tag-dynamic-tree-view","tag-erp-details","tag-greytrix-debugger","tag-gumu-settings","tag-gumu-sf-integration","tag-gumusfsage100","tag-gumusfsage100erp","tag-gumusfsage300c","tag-gumusfsage300erp","tag-gumusfsageerpx3","tag-gumusfsagex3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-100","tag-integrate-salesforce-with-sage-300","tag-integrate-salesforce-with-sage-x3","tag-integrate-sfdc-and-sage-100","tag-integrate-sfdc-and-sage-300","tag-lightning","tag-profile","tag-sage-100-connector-with-salesforce","tag-sage-300c-connector-with-salesforce","tag-sage-300c-erp","tag-sage-erp-connector-with-salesforce","tag-sage-x3-connector-with-salesforce","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-sage300c","tag-sage300c-salesforce","tag-sage300c-sf","tag-sagex3","tag-salesforce","tag-salesforce-sage-300","tag-salesforce-sage-x3","tag-salesforce-and-sage-100-integration","tag-salesforce-and-sage-300-integration","tag-salesforce-connector-for-sage-100","tag-salesforce-connector-for-sage-300","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-for-sage-x3","tag-salesforce-connector-with-sage-erp","tag-salesforce-crm-integration-for-sage-erp","tag-salesforce-integration-with-sage","tag-salesforce-integration-with-sage-100","tag-salesforce-integration-with-sage-300","tag-salesforce-lightning","tag-salesforce-lightning-sage300c-integration","tag-salesforce-lightning-and-sage-100-integration","tag-salesforce-lightning-and-sage-300-integration","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-integration-with-sage-100","tag-salesforce-lightning-integration-with-sage-300c","tag-salesforce-lightning-integration-with-sagex3","tag-salesforce-lightning-sage100-integration","tag-salesforce-lightning-sage300-integration-2","tag-salesforce-lightning-sagex3-integration","tag-salesforce-sage-integration","tag-salesforce-with-sage-100-integration","tag-salesforce-with-sage-300-integration","tag-salesforce-with-sage-300c-integration","tag-salesforce-sage100","tag-salesforce-sage300c","tag-security-matrix","tag-sfdc-sage-300","tag-sfdc-integration-with-sage-300c","tag-sfdc-with-sage-300-integration","tag-sfdc-with-sage-x3-integration","tag-text-area-input","tag-user-license","tag-users"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10468","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=10468"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10468\/revisions"}],"predecessor-version":[{"id":10475,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10468\/revisions\/10475"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=10468"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=10468"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=10468"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}