Roles & Permissions
Revision as of 15:53, 26 April 2013 by Arthur Lathrop (talk | contribs)
Revision as of 15:53, 26 April 2013 by Arthur Lathrop (talk | contribs)
This page is accessed through the Configuration Menu on the left-hand navigation bar. This page allows access to the following configuration pages within SmartSimple:
- Role & Category 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.
- Company Roles - These roles are only applicable within the Universal Tracking application to define the the types of relationships between companies and Level 1 entities.
- 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.
- People Relationships - Only applicable if you are using the People relationship feature and used to define relationships types can be established in that feature.
- User Groups - Use this feature to create groups of users which will assist with searching and filtering similar users in the system.
- Permission Settings
- Manager Permissions - Determine which roles are associated with specific system and application functions.
- Notes Permissions - Determines which roles can create and view specific types of Notes.