Difference between revisions of "Roles and Security Settings"

Revision as of 08:06, 13 July 2017

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 visibility permission for various objects and control