Visibility Permissions

Visibility Permissions (formerly known as Advanced Logic) allow for system administrators to personalize their copy of SmartSimple to make various system objects available to users in different roles. Logic can also be set to control the visibility of system objects according to a set of criteria.

For example,

Visibility Permissions can be set at two different levels:

At the UTA level, for each individual and
At the Global Settings level, controlling visibility for objects throughout your copy of SmartSimple.

UTA-level Visibility Permissions

On the Security tab of the UTA Settings Page,

Up to four tabs will be displayed on the

Level 1 Logic
Level 2 Logic
Level 3 Logic and
Miscellaneous Logic

Level 1 Logic

The Level 1 Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:

Limit Create Access To
Disable View Menu
Enable Copy
Enable Forms
Enable Notes
Hide Public Notes
Enable Print Preview
Enable Group Email
Enable User Group for Contacts
Disable Contacts Hyperlinks
Disable Companies Hyperlinks

Level 2 Logic

The Level 2 Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:

Limit Create Access To -
Enable Copy -
Enable Notes -
Hide Public Notes -
Enable Print Preview -
Enable Group Email -
Enable User Group for Contacts -
Show Lookup Picker for Contacts -

Level 3 Logic

The Level 3 Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:

Enable Copy -
Enable Notes -
Hide Public Notes -
Enable Print Preview -
Enable Group Email -
Enable User Group for Contacts -

Miscellaneous Logic

The Miscellaneous Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings: