2,299
edits
Changes
no edit summary
=Overview=
{{RolesAndPermissionsPage}}
;Role and Security 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.
: '''[[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.
;Permission Settings
: '''[[Security Settings|Global Security Settings]]''' - Manage business and system security settings.
: '''[[Arcadia - Manager Permissions|Arcadia Permissions]]''' - Determine which roles are associated with the Arcadia interface.
: '''[[System Security Permissions|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.'''
: '''[[Visibility Permissions|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.
: '''[[Manager Permissions - Application Permissions|Legacy Application Permissions]]''' - Determine which roles are associated with base application functions.
;UTA Settings
: '''[[UTA Settings - Security|UTA Security Permissions]]''' - Security settings of the UTA.
: '''UTA Visibility Permissions''' - Determine visibility permission for various objects and control
=See Also=
* [[:Category:Security]]
* [[:Category:Roles]]
* [[User Role]]
* [[Overview of the Security Models]]
* [[Role Based Security]]
* [[UTA Settings - Security]]
[[Category:System Management]][[Category:Security]][[Category:Roles]]