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By setting a default user role in your [[Personal Settings|personal settings]], the system will assume that you are adding someone using a specific role when you add a new person to the system.
[[User Role|User roles]] organize (group) users and, in conjunction with these permissions and other logic, control what people can see and do in their [[SmartSimple]] [[instance]]. User Roles group similar people together and are additive; this means that a user may possess multiple roles, so roles need not be mutually exclusive. Typically, we will group users on what they will be doing within [[SmartSimple]] - for example, '''Reviewers, ''''''Grant Grant Approvers '''- and by their department - for example, '''Human Resources '''or '''Accounting. '''A [[User|user]]'s [[User Role|role]] is there fundamental to their '''Role Base Access Control (RBAC), '''which comprises what we can apply the umbrella term of '''Role-Based Security.'''
==Advantages of Role-Based Security==
The '''Roles and Security Settings '''part of the SmartSimple system will allow you to configure the '''Role-Based Security '''scheme to your personal needs.
===Combining Organization and Role-Based Security===
You are also able to combine [[Organization hierarchy#Organization Based Security|organization-based security]] with role-based security; both work through the same process of permissioning certain roles and/or organizations within the system to have differing levels of accessibility, functionality, and visibility of features.
For example, if you wish to share a [[:Category:Calendars|calendar]] with everyone in a '''Marketing Department, '''you could share that calendar with both a specific organization '''and '''anyone with a '''Sales '''role. You would therefore use organization-based security to permission anyone in that marketing department with access, but you would use role-based security to permission individual users in the '''Sales '''role.
=Configuration - Essentials=
Prior to configuring '''Role-Based Security, '''you must have first configured [[User Role|roles]] into your system. If you have not yet done this in your system, or do not yet know how to, please read our article on [[User Role#Configuration - Essentials|How to Create a User Role]].
==Accessing Roles and Security Settings==
The '''Roles and Security Settings''' of your [[SmartSimple]] [[instance]] can be accessed through the following steps:
The '''Roles and Security''' Settings page will be displayed.
:: {{RolesAndPermissionsPage}}[[File:Roles and Security Settings Current.png|1100px|border]]
==Functions of Roles and Security Settings==
The '''Roles and Security Settings''' page allows access to the following configuration pages within SmartSimple:
||'''System Security Settings'''
||
'''[[Global Security Settings|Security Settings]] - '''Manage business and system security settings, including [[Password Policy]] and [[Email & Email Broadcast Security|Email & Email Broadcast Security]]. '''[[Arcadia Permissions]] - '''Determine which [[User Role|roles]] are associated with the Arcadia [[Interface]], and if necessary, permission some roles to be able to switch to the Classic Interface (now deprecated as of November 2018 upgrade).
'''[[System Feature Permissions]]''' - Allows for [[Global User Administrator|System Administrators]] to personalize their copy of [[SmartSimple]], making various system objects available to users in different roles. The '''Feature '''permissions will allow you to modify the accessibility of certain system features, such as [[Notes Overview|Notes]], [[Reports]], [[SmartFolders]], and more.
'''[[Visibility Permissions#System Visibility Permissions|System Visibility Permissions]]''' - Allows for System Administrators to personalize their copy of SmartSimple, making various system objects available to users in different roles. In the '''Visibility '''permissions, you can '''limit View Access '''and''' hide '''certain features.
* '''Note: '''It is recommended to use the [[Company and User Matrix|Organization and User Security Matrix]] over the system visibility permissions for higher levels of security; the matrixes can be accessed from '''[[Global Settings]] > Security. '''
'''[[System Feature Permissions#Legacy Application Permission|Legacy Application Permissions]] - '''Determine which roles are associated with base application functions - for example, [[Applicant Tracking]] and [[Web Forms]].
* [[:Category:Security]]
* [[:Category:Roles]]
* [[Company and User Security Matrix]]
* [[User Role]]
* [[Overview of the Security Models]]
* [[Role Based Security]]
* [[UTA Settings - Security]]
* [[System Security Summary]]
[[Category:System Management]][[Category:Security]][[Category:Roles]]
