Difference between revisions of "Roles and Security Settings"

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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 & Category Settings
+
;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.
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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]].
 
 
: '''[[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.
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: '''[[Creating People Relationships|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.
 
  
 
;Permission Settings
 
;Permission Settings
 
: '''[[Manager Permissions - System Permissions|System Permissions]]''' - Determine which roles are associated with specific system functions.
 
: '''[[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.
 
−
: '''[[Manager Permissions - UTA Permissions|UTA Permissions]]''' - Determine which roles are associated with Universal Tracking Application functions.
 
 
: '''[[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.
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: '''[[Notes Permissions]]''' - Determines which roles can create and view specific types of [[Notes]].
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: '''[[Manager Permissions - System Permissions|System Feature Permissions]]''' - Determine which roles are associated with specific system functions.
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: '''Annotation Permissions''' - Determines which roles can create and view specific types of Annotations.
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: '''[[Manager Permissions - System Permissions|System Feature Permissions]]''' - Determine which roles are associated with specific system functions.
 +
: '''[[Manager Permissions - Application Permissions|Legacy Application Permissions]]''' - Determine which roles are associated with base application functions.
 +
 
 +
 
 +
;UTA Settings
 +
: '''[[Manager Permissions - UTA Permissions|UTA Security Permissions]]''' - Determine which roles are associated with Universal Tracking Application functions.
 +
: '''[[Manager Permissions - UTA Permissions|UTA Visibility Permissions]]''' - Determine which roles are associated with Universal Tracking Application functions.
  
  
 
[[Category:System Management]][[Category:Roles]]
 
[[Category:System Management]][[Category:Roles]]

Revision as of 08:29, 13 July 2017

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
System Permissions - Determine which roles are associated with specific system functions.
Arcadia Permissions - Determine which roles are associated with the Arcadia interface.
System Feature Permissions - Determine which roles are associated with specific system functions.
System Feature Permissions - Determine which roles are associated with specific system functions.
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.
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