Roles and Security Settings
Revision as of 07:29, 13 July 2017 by Ciaran Donnelly (talk | contribs)
Revision as of 07:29, 13 July 2017 by Ciaran Donnelly (talk | contribs)
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
- System Permissions - Determine which roles are associated with specific system functions.
- Arcadia Permissions - Determine which roles are associated with the Arcadia interface.
- System Feature Permissions - Determine which roles are associated with specific system functions.
- System Feature Permissions - Determine which roles are associated with specific system functions.
- Legacy Application Permissions - Determine which roles are associated with base application functions.
- UTA Settings
- UTA Security Permissions - Determine which roles are associated with Universal Tracking Application functions.
- UTA Visibility Permissions - Determine which roles are associated with Universal Tracking Application functions.