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| − | {{RolesAndPermissionsPage}}
| + | #REDIRECT [[Roles and Security Settings]] |
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| − | 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:
| + | {{DeprecatedPage}} |
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| − | ;Role & Category Settings
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| − | : '''[[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.
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| − | : '''[[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]].
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| − | : '''[[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.
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| − | : '''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.
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| − | : '''[[User Groups]]''' - Use this feature to create groups of users which will assist with searching and filtering similar users in the system.
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| − | ;Permission Settings
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| − | : '''[[Manager Permissions - System Permissions|System Permissions]]''' - Determine which roles are associated with specific system functions.
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| − | : '''[[Manager Permissions - Application Permissions|Application Permissions]]''' - Determine which roles are associated with base application functions.
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| − | : '''[[Manager Permissions - UTA Permissions|UTA Permissions]]''' - Determine which roles are associated with Universal Tracking Application functions.
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| − | : '''[[Arcadia - Manager Permissions|Arcadia Permissions]]''' - Determine which roles are associated with the Arcadia interface.
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| − | : '''[[Notes Permissions]]''' - Determines which roles can create and view specific types of [[Notes]].
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| − | [[Category:System Management]]
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This article is deprecated and the information contained within may no longer be correct.
