Difference between revisions of "Roles & Permissions"
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;Role & Category Settings | ;Role & Category Settings | ||
: '''[[Roles|User Roles]]''' - 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. | : '''[[Roles|User Roles]]''' - 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 | + | : '''[[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. | : '''[[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. | ||
: '''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. | : '''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. | ||
Revision as of 15:18, 19 September 2013
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 Roles - Use roles to control the menu, portal, reports and fields associated with a specific group of users or contacts. Roles also control field visibility and the types of contacts a user in a specific role can add to the system.
- Company Roles - These roles are only applicable within the Universal Tracking application to define the the types of relationships between companies and Level 1 entities.
- 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.
- People Relationships - Only applicable if you are using the 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
- System Permissions - Determine which roles are associated with specific system functions.
- Application Permissions - Determine which roles are associated with base application functions.
- UTA Permissions - Determine which roles are associated with Universal Tracking Application functions.
- Arcadia Permissions - Determine which roles are associated with the Arcadia interface.
- Notes Permissions - Determines which roles can create and view specific types of Notes.
