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→Access
==Access==
This page allows access to the following configuration pages within SmartSimple:
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||'''Roles and Categories'''
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'''[[User role|User Roles]] '''- Use roles in order to control the [[menu]], [[portal]], [[reports]], and fields associated with a specific group of [[user]]s or [[contact]]s. Roles also control field [[Visibility|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 [[Portals#Common aggregated portal vs single role portals|'''Common Portal''']], the aggregated portal that can be helpfully applied to users in all roles rather than a specific role.
'''[[Client Categories|Organization Categories]] '''- Use this feature in order to create categories for companies, control [[Visibility|visibility]] to companies in a specific category, and define the [[Custom Fields]] for each category.
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||'''System Security Settings'''
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||'''{{UTA}}-based Settings'''
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