Roles and Security Settings
Overview
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
- Global Security Settings - Manage business and system security settings.
- Arcadia Permissions - Determine which roles are associated with the Arcadia interface.
- System Feature Permissions - Allows for system administrators to personalize their copy of SmartSimple and to make various system objects available to users in different roles.
- System Visibility Permissions - Allows for system administrators to personalize their copy of SmartSimple and to make various system objects available to users in different roles.
- Legacy Application Permissions - Determine which roles are associated with base application functions.
- UTA Settings
- UTA Security Permissions - Security settings of the UTA.
- UTA Visibility Permissions - Determine visibility permission for various objects and control