Difference between revisions of "UTA Settings - Settings"
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The Level 1 Settings section contains links to the following pages: | The Level 1 Settings section contains links to the following pages: | ||
* '''Custom Fields - Create and manage custom fields for grants''' - A list of all baseline [[custom fields]] for your {{l1}} entity. See [[Adding a Custom Field to a Level 1]] for details on adding custom fields. | * '''Custom Fields - Create and manage custom fields for grants''' - A list of all baseline [[custom fields]] for your {{l1}} entity. See [[Adding a Custom Field to a Level 1]] for details on adding custom fields. | ||
| − | * '''List Views - Add/remove and set order of fields in role based grants List Views''' - The [[list views]] that pertain to this UTA. See [[Configuring List Views]] for instructions on adding list views. | + | * '''List Views - Add/remove and set order of fields in role based grants List Views''' - The [[list views]] that pertain to lists of Level 1s in this UTA. See [[Configuring List Views]] for instructions on adding list views. |
* '''Templates - Create and manage grant templates''' - The page for managing your [[Level 1 Templates]]. | * '''Templates - Create and manage grant templates''' - The page for managing your [[Level 1 Templates]]. | ||
* '''Statuses - Define the statuses you wish to use for grants''' - The page for managing your [[Level 1 Status]]es. | * '''Statuses - Define the statuses you wish to use for grants''' - The page for managing your [[Level 1 Status]]es. | ||
| − | * '''Organization Roles - Create and manage organization roles for grants''' - Roles that can be assigned to [[ | + | * '''Organization Roles - Create and manage organization roles for grants''' - Roles that can be assigned to [[organization]]s associated with {{l1}}s. System-wide company roles can be configured on the [[Roles & Permissions]] page. |
| − | * '''Organization List View - Create and manage organization list view for grants''' - | + | * '''Organization List View - Create and manage organization list view for grants''' - The [[list views]] that pertain to lists of [[organization]]s in this UTA. See [[Configuring List Views]] for instructions on adding list views. |
| − | * '''Contact List View - Create and manage contact list view for grants''' - | + | * '''Contact List View - Create and manage contact list view for grants''' - The [[list views]] that pertain to lists of [[contact]]s in this UTA. See [[Configuring List Views]] for instructions on adding list views. |
* '''Contact Tabs - Create and manage contact tabbed view for grants''' - | * '''Contact Tabs - Create and manage contact tabbed view for grants''' - | ||
* '''Organization Tabs - Create and manage organization tabbed view for grants''' - | * '''Organization Tabs - Create and manage organization tabbed view for grants''' - | ||
Revision as of 12:41, 26 June 2013
The main Settings page of the UTA consists of several sections.
Contents
The sections will be named differently than the examples below in your copy of SmartSimple, depending on the naming convention the system administrator has defined on the Terminology Settings on the General Settings page. In the following examples, the UTA has been named "GMS360° - Grants," Level 1s are referred to as "Grants," Level 2s as Activities and Level 3s as Sub-Activities.
UTA Settings
The UTA Settings section contains links to the following pages:
- Model Viewer - Visual presentation of UAT model.
- Advanced Logic - Controls object visibility for this UTA only. See the Advanced Logic page for more information.
- Application Scope Access - See Application Scope Access page for more information.
- Email Restriction - See Email restriction page for more information.
- Registration Pages - See UTA Registration Pages for more information.
- Arcadia Settings - See Arcadia Settings for more information.
- Field Permission Matrix - See Field Permission Matrix for more information.
The UTA Settings section also contains the following configuration options:
- The following five settings will hide the relevant tabs from all users from the Menu Bar Tab:
- Hide My Activities Tab
- Hide My Sub-Activities Tab
- Hide Organization Tab
- Hide Contact Tab
- Hide Report Tab
- The following two settings will show the relevant tabs for all users on the Menu Bar Tab:
- Show File Search Tab
- Show Resource Tab
- Group Tabs - See the Group Tabs page for more information.
Level 1 Settings
The Level 1 settings section will be captioned with the terminology the system administrator has defined on the General Settings page. In the above example, Level 1s have been named "Grants."
The Level 1 Settings section contains links to the following pages:
- Custom Fields - Create and manage custom fields for grants - A list of all baseline custom fields for your Level 1 entity. See Adding a Custom Field to a Level 1 for details on adding custom fields.
- List Views - Add/remove and set order of fields in role based grants List Views - The list views that pertain to lists of Level 1s in this UTA. See Configuring List Views for instructions on adding list views.
- Templates - Create and manage grant templates - The page for managing your Level 1 Templates.
- Statuses - Define the statuses you wish to use for grants - The page for managing your Level 1 Statuses.
- Organization Roles - Create and manage organization roles for grants - Roles that can be assigned to organizations associated with Level 1s. System-wide company roles can be configured on the Roles & Permissions page.
- Organization List View - Create and manage organization list view for grants - The list views that pertain to lists of organizations in this UTA. See Configuring List Views for instructions on adding list views.
- Contact List View - Create and manage contact list view for grants - The list views that pertain to lists of contacts in this UTA. See Configuring List Views for instructions on adding list views.
- Contact Tabs - Create and manage contact tabbed view for grants -
- Organization Tabs - Create and manage organization tabbed view for grants -
- Contact Restrictions - Create and manage UTA restriction for grants -
- Copy Grant Settings - Select Grant custom fields to copy -
- Grant Duplicate Check Settings - Create and manage duplicate check for grants -
Level 2 Settings
Level 3 Settings
Skill Settings
Email Settings
