Difference between revisions of "Roles and Security Settings"
From SmartWiki
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| + | =Overview= | ||
| + | |||
{{RolesAndPermissionsPage}} | {{RolesAndPermissionsPage}} | ||
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| − | ;Role and Security Settings | + | |
| + | ; Role and Security Settings | ||
: '''[[User Role]]s''' - Use roles to control the menu, [[portal]], [[reports]] and fields associated with a specific group of [[user]]s or [[contact]]s. Roles also control field [[visibility]] and the types of contacts a user in a specific role can add to the system. | : '''[[User Role]]s''' - Use roles to control the menu, [[portal]], [[reports]] and fields associated with a specific group of [[user]]s or [[contact]]s. Roles also control field [[visibility]] and the types of contacts a user in a specific role can add to the system. | ||
: '''[[Client Categories|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. | : '''[[Client Categories|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 | + | ; Permission Settings |
: '''[[Security Settings|Global Security Settings]]''' - Manage business and system security settings. | : '''[[Security Settings|Global Security Settings]]''' - Manage business and system security settings. | ||
: '''[[Arcadia - Manager Permissions|Arcadia Permissions]]''' - Determine which roles are associated with the Arcadia interface. | : '''[[Arcadia - Manager Permissions|Arcadia Permissions]]''' - Determine which roles are associated with the Arcadia interface. | ||
| − | : '''[[System Security Permissions|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 Security Permissions|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.''' |
: '''[[Visibility Permissions|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. | : '''[[Visibility Permissions|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. | ||
: '''[[Manager Permissions - Application Permissions|Legacy Application Permissions]]''' - Determine which roles are associated with base application functions. | : '''[[Manager Permissions - Application Permissions|Legacy Application Permissions]]''' - Determine which roles are associated with base application functions. | ||
| − | ;UTA Settings | + | ; UTA Settings |
: '''[[UTA Settings - Security|UTA Security Permissions]]''' - Security settings of the UTA. | : '''[[UTA Settings - Security|UTA Security Permissions]]''' - Security settings of the UTA. | ||
: '''UTA Visibility Permissions''' - Determine visibility permission for various objects and control | : '''UTA Visibility Permissions''' - Determine visibility permission for various objects and control | ||
| + | =See Also= | ||
| + | * [[:Category:Security]] | ||
| + | * [[:Category:Roles]] | ||
| + | * [[User Role]] | ||
| + | * [[Overview of the Security Models]] | ||
| + | * [[Role Based Security]] | ||
| + | * [[UTA Settings - Security]] | ||
[[Category:System Management]][[Category:Security]][[Category:Roles]] | [[Category:System Management]][[Category:Security]][[Category:Roles]] | ||
Revision as of 12:24, 21 June 2019
Overview
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
