Difference between revisions of "Roles and Security Settings"

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=Overview=
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{{RolesAndPermissionsPage}}
 
{{RolesAndPermissionsPage}}
  
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;Role and Security Settings
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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.
 
: '''[[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.
 
: '''[[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
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; Permission Settings
 
: '''[[Security Settings|Global Security Settings]]''' - Manage business and system security 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.'''  
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: '''[[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.
 
: '''[[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.
  
  
;UTA Settings
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; UTA Settings
 
: '''[[UTA Settings - Security|UTA Security Permissions]]''' - Security settings of the UTA.
 
: '''[[UTA Settings - Security|UTA Security Permissions]]''' - Security settings of the UTA.
 
: '''UTA Visibility Permissions''' - Determine visibility permission for various objects and control
 
: '''UTA Visibility Permissions''' - Determine visibility permission for various objects and control
  
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=See Also=
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* [[:Category:Security]]
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* [[:Category:Roles]]
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* [[User Role]]
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* [[Overview of the Security Models]]
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* [[Role Based Security]]
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* [[UTA Settings - Security]]
  
 
[[Category:System Management]][[Category:Security]][[Category:Roles]]
 
[[Category:System Management]][[Category:Security]][[Category:Roles]]

Revision as of 13:24, 21 June 2019

Overview

Roles and Security Settings.png

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.
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 - Security settings of the UTA.
UTA Visibility Permissions - Determine visibility permission for various objects and control

See Also