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Roles and Security Settings

147 bytes added, 18:40, 21 June 2019
Access
||'''System Security Settings'''
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'''[[Global Security Settings|Security Settings]] - '''Manage business and system security settings, including [[Password Policy]] and [[Email & Email Broadcast Security|Email & Email Broadcast Security]]. 
'''[[Arcadia Permissions ]] - '''Determine which [[User Role|roles]] are associated with the Arcadia [[Interface]], and if necessary, permission some roles to be able to switch to the Classic Interface (now deprecated as of November 2018 upgrade). 
'''[[System Feature Permissions ]] - '''Allows for [[Global User Administrator|System Administrators]] to personalize their copy of [[SmartSimple]], making various system objects available to users in different roles. The '''Feature '''permissions will allow you to modify the accessibility of certain system features, such as [[Notes Overview|Notes]], [[Reports]], [[SmartFolders]], and more. 
'''[[Visibility Permissions#System Visibility Permissions|System Visibility Permissions ]] - '''Allows for System Administrators to personalize their copy of SmartSimple, making various system objects available to users in different roles. In the '''Visibility '''permissions, you can '''limit ''''''View Access '''and''' hide '''certain features.
'''Legacy Application Permissions - '''
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; 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.
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