Difference between revisions of "Roles and Security Settings"
From SmartWiki
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This page is accessed through the [[Configuration Menu]]. This page allows access to the following configuration pages within SmartSimple: | This page is accessed through the [[Configuration Menu]]. This page allows access to the following configuration pages within SmartSimple: | ||
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;Role and Security Settings | ;Role and Security Settings | ||
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;Permission Settings | ;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. | : '''[[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.''' - Determine which roles are associated with specific system functions. |
| − | : '''[[ | + | : '''[[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. | : '''[[Manager Permissions - Application Permissions|Legacy Application Permissions]]''' - Determine which roles are associated with base application functions. | ||
Revision as of 09:01, 13 July 2017
This page is accessed through the Configuration Menu. This page allows access to the following configuration pages within SmartSimple:
- Role and Security 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.
- 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
- Global Security Settings - Manage business and system security settings.
- Arcadia Permissions - Determine which roles are associated with the Arcadia interface.
- 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. - Determine which roles are associated with specific system functions.
- 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.
- Legacy Application Permissions - Determine which roles are associated with base application functions.
- UTA Settings
- UTA Security Permissions - Determine which roles are associated with Universal Tracking Application functions.
- UTA Visibility Permissions - Determine which roles are associated with Universal Tracking Application functions.
