Difference between revisions of "Roles and Security Settings"

From SmartWiki
Jump to: navigation, search
Line 18: Line 18:
  
 
;UTA Settings
 
;UTA Settings
: '''[[Manager Permissions - UTA Permissions|UTA Security Permissions]]''' - Determine which roles are associated with Universal Tracking Application functions.
+
: '''[[UTA Settings - Security|UTA Security Permissions]]''' - Security settings of the UTA.
: '''[[Manager Permissions - UTA Permissions|UTA Visibility Permissions]]''' - Determine which roles are associated with Universal Tracking Application functions.
+
: '''UTA Visibility Permissions''' - Determine visbility permission for various objects and control
  
  
 
[[Category:System Management]][[Category:Security]][[Category:Roles]]
 
[[Category:System Management]][[Category:Security]][[Category:Roles]]

Revision as of 08:06, 13 July 2017

Roles and Security Settings.png

This page is accessed through the Configuration Menu. This page allows access to the following configuration pages within SmartSimple:


Role and Security Settings
User Roles - Use roles to control the menu, portal, reports and fields associated with a specific group of users or contacts. Roles also control field visibility and the types of contacts a user in a specific role can add to the system.
Organization Categories - Use this feature to create categories for companies, control visibility to companies in a specific category and define custom fields for each category.


Permission Settings
Global Security Settings - Manage business and system security settings.
Arcadia Permissions - Determine which roles are associated with the Arcadia interface.
System Feature Permissions - Allows for system administrators to personalize their copy of SmartSimple and to make various system objects available to users in different roles.
System Visibility Permissions - Allows for system administrators to personalize their copy of SmartSimple and to make various system objects available to users in different roles.
Legacy Application Permissions - Determine which roles are associated with base application functions.


UTA Settings
UTA Security Permissions - Security settings of the UTA.
UTA Visibility Permissions - Determine visbility permission for various objects and control