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→Level 1 Logic
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==Overview==
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.
Visibility Permissions can be set at two different levels:
* At the [[Visibility_Permissions#UTA-level_Visibility_Permissions|'''UTA''' level]], for each individual {{UTA}} and* At the [[Visibility_Permissions#Global_Visibility_Permissions|Global Settings]] level, controlling visibility for objects throughout your copy of SmartSimple. ==Setting a Visibility Permission==For each ''Visibility Permission'', logic can be set determining the visibility of a given system object. Roles can also be specified that are permitted or denied visibility of the system object. In the below example, only users with the role of ''Staff'' '''or''' ''System Administrator'' can copy a record, '''and''' the record must also have a ''Type'' of "General Community." If either of these conditions (role or record type) is not true, the ''Copy'' button will not be visible. [[Image:VisibilityPermissionExample.png|link=]] * ''Visibility Permissions'' that start with ''Enable'' or ''Show'' refer to system objects that are not visible by default.<br />Accordingly, when ''Enable Copy'', for example, evaluates as true, the Copy button will be visible and will not be visible when the ''Visibility Permission'' evaluates to false or is not set.* ''Visibility Permissions'' that start with ''Disable'', ''Hide'' or ''Limit'' refer to system objects that are visible by default.<br />Accordingly, when ''Hide Notes'' evaluates as true, Notes will not be visible and will only be visible when the ''Visibility Permission'' evaluates to false or is not set. ===Examples of Visibility Logic=== * True if the Level 1 status is 'Draft': '@opportunity.status@'='Draft' or '@opportunity.status@' In ('Draft') * True unless the Level 1 status is 'Draft' or 'Open': '@opportunity.status@' Not In ('Draft','Open') * For a visibility permission based on the '''startdate''' or '''enddate''' [[standard field]]s:::* Use ''''@fullstartdate@'''' rather than ''''@startdate@'''' and ''''@fullenddate@'''' rather than ''''@enddate@''''.:''This will format the stored date as yyyy-mm-dd so it can be compared using < and >.'' '@fullstartdate@' >= '2009-05-01' * True if today's date is after the Start Date: now()>'@fullstartdate@' * Never True 1=0 or false * Always True 1=1 or true
==UTA-level Visibility Permissions==
Up to four tabs will be displayed on the Visibility Permissions page. * Feature Logic
* Level 1 Logic
* Level 2 Logic
* Miscellaneous Logic
The terms Level 1 through 3 will be translated by the system to the [[UTA_Settings_-_General#Terminology_Settings|terminology used]] in your {{UTA}}. In the example below, {{l1}}s have been renamed to ''Grants,'' {{l2}}s have been renamed to ''Activities'', and {{l3}}s are not being used. Therefore, the Level 1 Logic tab is displayed as ''Grant Logic'', the Level 2 Logic tab as ''Activity Logic'' and the Level 3 Logic tab is not shown.
[[Image:VisConPage.png|link=]]
===Feature Logic===
The Feature Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:
*'''Enable Batch Update''' - user will only be able to perform [[Batch Update]]s on [[UTA]] records if they are in one of the assigned roles.
*'''Enable Field History''' - user will only be able to access the [[Track_Changes#All_Tracked_Fields|Fields History tab]] on a UTA record if they are in one of the assigned roles.
*'''Enable Reader Log History''' - user will only be able to access the [[Reader Log]] if they are in one of the assigned roles
*'''Enable Workflow History''' - a user will only be able to access the [[Workflow History]] tab if they are in one of the assigned roles.
*'''View Revision History''' - when [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access the [[Field Revision Annotations|Revision History]] tab if they are in one of the assigned roles.
*'''Enable Batch Role Assignment (L1 to L2)''' - user will only be able to use the [[Auto Assignments|Assign By Role]] feature from {{l1}} to {{l2}} records if they are in one of the assigned roles.
*'''Enable Batch Role Assignment (L1 to L3)''' - user will only be able to use the [[Auto Assignments|Assign By Role]] feature from {{l1}} to {{l2}} records if they are in one of the assigned roles.
*'''Enable Batch Role Assignment (L2 to L3)''' - user will only be able to use the [[Auto Assignments|Assign By Role]] feature from {{l2}} to {{l3}} records if they are in one of the assigned roles.
*'''Enable Level 3 Activity Batch Status Update''' - user will only be able to use the Batch Status Update on {{l3} records if they are in one of the assigned roles.
*'''Disable Data Exchange''' - a user will '''not''' be able to access the Export Claim and Export Notes tabs if they are in one of the assigned roles. These settings tabs allow users to share UTA information between multiple instances using the [[UTA Data Exchange|Data Exchange]] functionality.
===Level 1 Logic===
The {{l1}} Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:
*'''Limit Create Access To'''<!--<!--SHOWL1NEW-->--> - Controls visibility of ''New'' button on UTA {{l1}} records. ''Visible by default.''*'''Disable View Menu'''<!--<!--HIDEL1VIEWBUTTON-->--> - Controls visibility of [[View mode|''View'' button]] on UTA {{l1}} records. ''Visible by default.''*'''Enable Copy'''<!--<!--L1COPYBUTTON-->--> - Controls visibility of ''Copy'' button on UTA {{l1}} records. ''Hidden by default.'' See [[Copying UTA Records]] for instructions on configuration of copy settings.*'''Enable Forms'''<!--<!--SHOWL1FORMS-->--> - Controls visibility of ''Forms'' button on UTA {{l1}} records. ''Hidden by default.'' The ''Forms'' button can also be hidden by the ''Disable Forms Tab'' setting on the Level 1 Settings page.*'''Enable Notes'''<!--<!--L1NOTES-->--> - *Controls visibility of [[Notes]] on UTA {{l1}} records. ''Hidden by default.'Hide Public Notes'''<!--<!--HIDELEVEL1PUBLICNOTE-->--> - *'''Enable Print Preview'''<!--<!--L1PRINT-->--> - Controls visibility of ''Print Preview'' button on UTA {{l1}} records. ''Hidden by default.''*'''Enable Group Email'''<!--<!--SHOWL1CONTACTGROUPEMAIL-->--> - Controls visibility of [[Group Email]] button on UTA {{l1}} records. ''Hidden by default.''*'''Enable User Group for Contacts'''<!--<!--SHOWL1CONTACTGROUP-->-Controls visibility of [[User Groups]] feature on [[Standard Level 1 Field List|Contacts standard field]] on UTA {{l1}} records. ''Hidden by default.''* '''Enable Invitation''' -> - Controls visibility of [[Contact Invitations|Invitations]] feature.*'''Disable Contacts Hyperlinks'''<!--<!--DISABLEL1CONTACTLINKS-->--> - Controls whether or not [[contact]]s added to a {{l1}} UTA record are hyperlinked to the contact [[profile]]. ''Enabled by default.''*'''Disable Companies Hyperlinks'''<!--DISABLEL1COMPANYLINKS--> - Controls whether or not [[organization|companies]] added to a {{l1}} UTA record are hyperlinked to the company [[profile]]. ''Enabled by default.''* '''Disable Email Tab'''<!--DISABLEL1COMPANYLINKSDISABLEEMAIL-->- Controls whether or not users will have the ability to create Emails from Level 1 record* '''Show US Census Tab'''<!--SHOWUSCENSUS--> -Controls visibility of graphs and statistics on [[US census graphs|US census data]], but only if the linked company has US address.
===Level 2 Logic===
The {{l2}} Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:
*'''Limit Create Access To'''<!--SHOWL2NEW--> - Controls visibility of ''New'' button on UTA {{l2}} records. ''Visible by default.''*'''Enable Copy'''<!--L2COPYBUTTON--> - Controls visibility of ''Copy'' button on UTA {{l2}} records. ''Hidden by default.'' See [[Copying UTA Records]] for instructions on configuration of copy settings.*'''Enable Notes'''<!--L2NOTES--> - *Controls visibility of [[Notes]] on UTA {{l2}} records. ''Hidden by default.'Hide Public Notes'''<!--HIDELEVEL2PUBLICNOTE--> - *'''Enable Print Preview'''<!--L2PRINT--> - Controls visibility of ''Print Preview'' button on UTA {{l2}} records. ''Hidden by default.'' *'''Enable Group Email'''<!--SHOWL2CONTACTGROUPEMAIL--> - Controls visibility of [[Group Email]] button on UTA {{l2}} records. ''Hidden by default.'' *'''Enable User Group for Contacts'''<!--SHOWL2CONTACTGROUP--> - Controls visibility of [[User Groups]] feature on [[Standard Level 2 Field List|Contacts standard field]] on UTA {{l2}} records. ''Hidden by default.''*'''Show Lookup Picker for Contacts'''<!--SHOWL2CONTACTLOOKUPBUT--> -Controls visibility of Lookup button when selecting contacts for UTA {{l2}} records. ''Hidden by default.''*'''Enable View Parent''' - Controls visibility of the View Parent and [[Split Screen]] options when accessing a level 2 record
===Level 3 Logic===
The {{l3}} Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:
*'''Enable Copy'''<!--L3COPYBUTTON--> - Controls visibility of ''Copy'' button on UTA {{l3}} records. ''Hidden by default.'' See [[Copying UTA Records]] for instructions on configuration of copy settings.*'''Enable Notes'''<!--L3NOTES--> - *Controls visibility of [[Notes]] on UTA {{l3}} records. ''Hidden by default.'Hide Public Notes'''<!--HIDELEVEL3PUBLICNOTE--> - *'''Enable Print Preview'''<!--L3PRINT--> - Controls visibility of ''Print Preview'' button on UTA {{l3}} records. ''Hidden by default.'' *'''Enable Group Email'''<!--SHOWL3CONTACTGROUPEMAIL--> - Controls visibility of [[Group Email]] button on UTA {{l3}} records. ''Hidden by default.'' *'''Enable User Group for Contacts'''<!--SHOWL3CONTACTGROUP--> -Controls visibility of [[User Groups]] feature on [[Standard Level 3 Field List|Contacts standard field]] on UTA {{l3}} records. ''Hidden by default.''*'''Enable View Parent''' - Controls visibility of the View Parent and [[Split Screen]] options when accessing a level 3 record
===Miscellaneous Logic===
The Miscellaneous Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:
*'''Enable Transaction Create'''<!--TRANSNEW--> - Controls visibility of ''New'' button for [[transaction]] records. ''Hidden by default.''*'''Enable Time Entry Create'''<!--SHOWOTHERNEW--> - Controls visibility of ''New'' button for [[Time and Expense Tab|time entry]] records. ''Hidden by default.''*'''Enable Time Entry Create from Grants'''<!--SHOWL1TENEW--> - Controls visibility of ''New'' button for [[Time and Expense Tab|time entry]] records on {{l1}} records in this {{UTA}}. ''Hidden by default.''*'''Disable Main Time & Expense Tab'''<!--HIDETOPTIMETAB--> - Controls visibility of [[Time and Expense Tab]]. ''Visible when "Enable Professional Services" is selected on the [[UTA Settings - General|General Settings tab]].''*'''Disable Main Invoice Tab'''<!--HIDETOPINVOICETAB--> - Controls visibility of [[Invoice UTA|Invoice Tab]]. ''Visible when "Enable Invoicing" is selected on the [[UTA Settings - General|General Settings tab]].''*'''Enable Void Invoice'''<!--SHOWVOIDINVOICEBUTTON--> - Controls visibility of void button on invoice records. ==System Visibility Permissions==From the [[:Global Settings|Global Settings Page]], in the [[Security Settings]] section, click on the hyperlink for ''System Visibility Permissions'':<br />
===Company Permission===
*'''Limit View Access To'''<!--VIEWCOMPANY--> - Controls ability to open [[company]] [[profile]]s in [[view mode]]. Note that companies can still be searched for and opened in [[edit mode]], including from the [[list view]] if ''Open in Edit Mode'' is selected in the organization [[Configuring_List_Views#The_Properties_Tab|list view configuration]]. ''Available by default.''*'''Limit Edit Access To'''<!--EDITCOMPANY--> - Controls ability to open [[company]] [[profile]]s in [[edit mode]]. Hides the ''Edit'' button from the [[company]] [[profile]]s. ''Available by default.''*'''Limit Create Access To'''<!--BUTNEWCOMP--> - Controls ability to create new [[company]] records. Hides the ''New > Company'' button from [[company]] [[profile]]s and ''New Company'' button from company [[list view]]s. ''Available by default.''*'''Show Duplicate Check'''<!--DUPCOMPANY--> - Controls visibility of ''Duplicate Check'' button from [[company]] [[profile]]s in [[edit mode]] and ''Check for Duplicates'' section of Organizations [[Basic Search]] panel. ''Available by default.''<!--*'''Show Organization Verification'''<!--ORGANIZATIONSEARCH- --> - *'''Hide New Button'''<!--HIDENEWBUTTON--> - Hides ''New'' tab in its entirety from [[company]] [[profile]]. Does not hide ''New Company'' button from company [[list view]]s. ''Available by default.''*'''Hide Activities'''<!--HIDECOMPACTIVITY--> - Hides ''Activities'' (display of [[calendars|calendar]] activities) tab from [[company]] [[profile]]. ''Available by default.''*'''Hide Notes'''<!--HIDECOMPNOTE--> - Hides ''[[Notes]]'' from [[company]] [[profile]]. ''Available by default.''*'''Hide Print Preview'''<!--HIDECOMPPRINT--> - Controls visibility of ''Print Preview'' button on [[company]] [[profile]]. ''Available by default.'' *'''Hide Settings Menu'''<!--HIDECOMPSETTINGS--> - Controls visibility of ''Settings'' menu on [[company]] [[profile]]. ''Available by default.'' *'''Hide Categories'''<!--HIDECATEGORIES--> - Hides display of [[Client Categories|categories]] to which the company belongs from [[company]] [[profile]]. ''Available by default.'' *'''Hide Icon Links'''<!--HIDECOMPANYICON--> - Hides icons at top right corner of [[company]] [[profile]]. ''Available by default.'' *'''Hide Organization Chart'''<!--HIDEORGCHART--> - Hides option to view ''Organization Chart'' from [[company]] [[profile]]. ''Disabled by default.''*'''Hide Associates'''<!--HIDECOMPASSOCIATES--> - Hides ''[[Associates]]'' tab from [[company]] [[profile]]. ''Available by default.'' *'''Hide Forms'''<!--HIDECOMPFORM--> - Hides ''Forms'' button from [[company]] [[profile]]. ''Available by default.''*'''Show US Census Tab'''<!--SHOWUSCENSUS--> - Controls visibility of graphs and statistics on [[US census graphs|US census data]], but only if the company has US address.
===User Permission===
*'''Limit View Access To'''<!--VIEWUSER--> - Controls ability to open [[contact]] [[profile]]s in [[view mode]]. Note that contacts can still be searched for and opened in [[edit mode]], including from the [[list view]] if ''Open in Edit Mode'' is selected in the contact [[Configuring_List_Views#The_Properties_Tab|list view configuration]]. ''Available by default.''
*'''Limit Edit Access To'''<!--EDITUSER--> - Controls ability to open [[contact]] [[profile]]s in [[edit mode]]. Hides the ''Edit'' button from the [[contact]] [[profile]]s. ''Available by default.''
*'''Limit Create Access To'''<!--BUTNEWC--> - Controls ability to create new [[company]] records. Hides the ''New > Contact'' button from [[company]] and [[contact]] [[profile]]s and ''New Contact'' button from contact [[list view]]s. ''Available by default.''
*'''Show Duplicate Check'''<!--DUPUSER--> - Controls visibility of ''Duplicate Check'' button from [[contact]] [[profile]]s in [[edit mode]] and ''Check for Duplicates'' section of Contacts [[Basic Search]] panel. ''Available by default.''
*'''Hide Notes'''<!--HIDEUSERNOTE--> - Hides ''[[Notes]]'' from [[contact]] [[profile]]. ''Available by default.''
*'''Hide Print Preview'''<!--HIDEUSERPRINT--> - Controls visibility of ''Print Preview'' button on [[contact]] [[profile]]. ''Available by default.''
*'''Hide Email Hyper Link'''<!--HIDEEMAILLINK--> - Controls whether the email address in the [[contact]] [[profile]] will be hyperlinked to SmartSimple's [[The Message Center and Message Templates|Message Center]] email application. ''Available by default.''
*'''Show User Workflow History''' - Controls visibility of the history of workflows triggered against individual User accounts. Workflow history, if enabled, is accessible from the Options menu.
*'''Show User Fields History''' - Controls visibility of the history of those User fields with [[Track Changes]] enabled for individual User accounts. Field history, if enabled, is accessible from the Options menu.
*'''Show US Census Tab'''<!--SHOWUSCENSUS--> - Controls visibility of graphs and statistics on [[US census graphs|US census data]], but only if the user has US address.
*'''Hide Menu Bar'''<!--HIDEUSERTABBAR--> - Hides entire menu bar from [[contact]] [[profile]]. ''Available by default.''
*'''Hide View Menu'''<!--HIDEUSERVIEW--> - Hides ''View'' menu (''View Organization'' in [[view mode]], ''View Organization'' and ''View Contact'' in [[edit mode]]) from [[contact]] [[profile]]. ''Available by default.''
*'''Hide Properties / Settings Menu'''<!--HIDEUSERSETTINGS--> - Controls visibility of ''Settings'' menu on [[contact]] [[profile]]. ''Available by default.''
*'''Hide System Menu Item''' - Controls visibility of [[System Settings]]. Accessed from the Options menu in the User Profile if enabled.
*'''Hide Password Menu Item''' - Controls visibility of the Password settings. Accessed from the Options menu in the User Profile if enabled.
*'''Hide Filters Menu Item''' - Controls visibility of the Filter settings. Accessed from the Options menu in the User Profile if enabled.
*'''Hide Folder Menu Item''' - Controls visibility of the Folder settings. Accessed from the Options menu in the User Profile if enabled.
*'''Hide Resource Menu Item''' - Controls visibility of the [[Resource]] settings. Accessed from the Options menu in the User Profile if enabled.
*'''Hide Roles and Access Menu Item''' - Controls visibility of the Roles and Access Menu Item. Accessed from the Options menu in the User Profile if enabled.
*'''Hide Associates'''<!--HIDEUSERASSOCIATES--> - Hides ''[[Associations]]'' tab from [[company]] [[profile]]. ''Available by default.''
<!--*'''Hide Assignment History'''<!--HIDEUSERASSIGNMENT - -->
*'''Hide Assignment History''' - Controls visibility of the [[Viewing Assignment History|Assignment History]] Menu Item. Accessed from the Options menu in the User Profile if enabled.
*'''Hide Forms'''<!--HIDEUSERFORM--> - Hides ''Forms'' button from [[contact]] [[profile]]. ''Available by default.''
===User PermissionTransactions Logic===*'''Limit View Company/User Transactions Create Access To'''<!--VIEWUSERTRANSNEWG--> - *Limits ability to create [[transaction]]s. '''Limit Edit Access To'Available by default.''<!--EDITUSER--> - *'''Limit Create Company/User Transactions Edit Access To'''<!--BUTNEWCTRANSEDITG--> - *'Limits ability to edit [[transaction]]s. ''Show Duplicate CheckAvailable by default.'''<!--DUPUSER--> - *'''Hide NotesAllow Company/User Transactions Listview Delete Access To'''<!--HIDEUSERNOTETRANSDELG--> - Sets the roles allowed to delete transactions from a transactions [[list view]].*'''Hide Print PreviewEnable Attribution'''<!--HIDEUSERPRINTSHOWATTRIBUTION--> - *Controls visibility of ''Attribute'Hide Menu Bar'button on [[transactions]]. See [[Transaction Attribution]]. ''<!--HIDEUSERTABBAR--> - *'''Hide Settings MenuHidden by default.'''<!--HIDEUSERSETTINGS--> - *'''Hide View MenuEnable Notes'''<!--HIDEUSERVIEWSHOWTRANSNOTES--> - Enables [[Notes]] on transactions.*'''Hide Email Hyper LinkShow Transaction Workflow History'''<!--HIDEEMAILLINKSHOWTRANSWFHISTORY--> - *'''Hide Associates'''<!--HIDEUSERASSOCIATES--> - *'''Hide Assignment Enables [[Workflow History'''<!--HIDEUSERASSIGNMENT--> - *'''Hide Forms'''<!--HIDEUSERFORM--> - ]] tab on transactions.
===Component Action PermissionMiscellaneous Logic===* '''Enable Contact Group Email'''<!--SHOWCONTACTGROUPEMAIL--> - Controls visibility of [[Group Email]] button on contact [[list view]]s. ''Available by default.'' * '''Enable Associate Group Email'''<!--SHOWAFFILIATEGROUPEMAIL--> - Controls visibility of [[Group Email]] button on [[list view]]s of [[Associates]]. ''Available by default.'' * '''Hide Create Activity Button'''<!--BUTNEWACT--> - Controls ability to create new [[calendars|calendar]] activities. ''Available by default.'' * '''Hide Calendar Settings'''<!--HIDECALENDARSETTINGS--> - Hides ''Settings'' tab on [[calendars]].* '''Hide Calendar Notes'''<!--HIDECALENDARNOTES--> - Hides [[Notes]] on [[calendars]].* '''Hide Print Report Button'''<!--DISABLEPRINTREPORT--> - Hides ''Print'' button on [[reports]].* '''Hide Dashboards'''<!--HIDEDASHBOARDS--> - Hides link to [[Getting_Started_with_Reports_and_Dashboards#Dashboard_.E2.80.93_Definition|Dashboards]] from reporting pages.* '''Hide Pin Board'''<!--HIDEPINBOARD--> - Disables links to access [[Using_the_Pin_Board|Pin Boards]]* '''Hide Public Notes'''<!--HIDEPUBLICNOTE--> - Controls visibility of public [[Notes]], the default note type. ''Visible by default when Notes are enabled.''* '''Smart Folders - Hide Notes'''<!--HIDEFOLDERNOTE--> - Hides [[Notes]] on [[SmartFolders]].* '''Smart Folders - Hide Details'''<!--HIDEFOLDERDETAILS--> - Hides ''Details'' page from [[SmartFolders]].
==See Also=Miscellaneous =* [[System Security Permissions]]* [[System Feature Permission===Permissions]]
[[Category:Global Settings]][[Category:UTA Settings]][[Category:Universal Tracking Application]][[Category:Advanced Logic]]