User Roles - Use roles in order 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 that a user in a specific role is able to add into the system. It is under this tab that you are also able to edit the Common Portal, the aggregated portal that can be helpfully applied to users in all roles rather than a specific role.

Organization Categories - Use this feature in order to create categories for companies, control visibility to companies in a specific category, and define the Custom Fields for each category.

Security Settings - Manage business and system security settings, including Password Policy and Email & Email Broadcast Security. 

Arcadia Permissions - Determine which 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 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, Reports, SmartFolders, and more. 

'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.

Legacy Application Permissions - 

UTA Security Settings - 

UTA Visibility Settings -