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Created page with "{{RolesAndPermissionsPage}} This page is accessed through the Configuration Menu on the left-hand navigation bar. This page allows access to the following configurati..."
{{RolesAndPermissionsPage}}
This page is accessed through the [[Configuration Menu]] on the left-hand [[navigation]] bar. This page allows access to the following configuration pages within SmartSimple:
;Role & Category Settings
: '''[[User Role]]s''' - Use roles to control the menu, [[portal]], [[reports]] and fields associated with a specific group of [[user]]s or [[contact]]s. Roles also control field [[visibility]] and the types of contacts a user in a specific role can add to the system.
: '''[[Company Role]]s''' - These roles are only applicable within the [[UTA|Universal Tracking application]] to define the the types of relationships between [[Company|companies]] and [[Level 1 Entity|Level 1 entities]].
: '''[[Client Categories|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.
: '''[[Creating People Relationships|People Relationships]]''' - Only applicable if you are using the [[Creating People Relationships|People relationship feature]] and used to define relationships types can be established in that feature.
: '''[[User Groups]]''' - Use this feature to create groups of users which will assist with searching and filtering similar users in the system.
;Permission Settings
: '''[[Manager Permissions - System Permissions|System Permissions]]''' - Determine which roles are associated with specific system functions.
: '''[[Manager Permissions - Application Permissions|Application Permissions]]''' - Determine which roles are associated with base application functions.
: '''[[Manager Permissions - UTA Permissions|UTA Permissions]]''' - Determine which roles are associated with Universal Tracking Application functions.
: '''[[Arcadia - Manager Permissions|Arcadia Permissions]]''' - Determine which roles are associated with the Arcadia interface.
: '''[[Notes Permissions]]''' - Determines which roles can create and view specific types of [[Notes]].
: '''Annotation Permissions''' - Determines which roles can create and view specific types of Annotations.
[[Category:System Management]][[Category:Roles]]
This page is accessed through the [[Configuration Menu]] on the left-hand [[navigation]] bar. This page allows access to the following configuration pages within SmartSimple:
;Role & Category Settings
: '''[[User Role]]s''' - Use roles to control the menu, [[portal]], [[reports]] and fields associated with a specific group of [[user]]s or [[contact]]s. Roles also control field [[visibility]] and the types of contacts a user in a specific role can add to the system.
: '''[[Company Role]]s''' - These roles are only applicable within the [[UTA|Universal Tracking application]] to define the the types of relationships between [[Company|companies]] and [[Level 1 Entity|Level 1 entities]].
: '''[[Client Categories|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.
: '''[[Creating People Relationships|People Relationships]]''' - Only applicable if you are using the [[Creating People Relationships|People relationship feature]] and used to define relationships types can be established in that feature.
: '''[[User Groups]]''' - Use this feature to create groups of users which will assist with searching and filtering similar users in the system.
;Permission Settings
: '''[[Manager Permissions - System Permissions|System Permissions]]''' - Determine which roles are associated with specific system functions.
: '''[[Manager Permissions - Application Permissions|Application Permissions]]''' - Determine which roles are associated with base application functions.
: '''[[Manager Permissions - UTA Permissions|UTA Permissions]]''' - Determine which roles are associated with Universal Tracking Application functions.
: '''[[Arcadia - Manager Permissions|Arcadia Permissions]]''' - Determine which roles are associated with the Arcadia interface.
: '''[[Notes Permissions]]''' - Determines which roles can create and view specific types of [[Notes]].
: '''Annotation Permissions''' - Determines which roles can create and view specific types of Annotations.
[[Category:System Management]][[Category:Roles]]