System Feature Presentation

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Revision as of 11:18, 13 July 2017 by Ciaran Donnelly (talk | contribs) (→‎Legacy Application Permission)

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Overview

System Feature Permissions (formerly part of Manager Permissions) allow for system administrators to personalize their copy of SmartSimple to make various system objects available to users in different roles.

System Objects include things such as the Delete button on company profiles or the button to create a new transaction.

Company Permission

  • Disable Delete - Hide Delete button within an Organization profile for selected roles
  • Enable Batch Update - Expose Batch Update button when record selected from Organization list view for selected roles
  • Enable Batch Update Owner
  • Enable Edit All Companies
  • Enable Save Draft - Expose Save Draft button within an Organization profile for selected roles
  • Hide New Company Menu Item on Company Profile - Restrict ability to create new company from within a Company profile for selected roles
  • Restrict Company Access to Companies with Categories - Restrict ability to view and edit companies with no assigned category for selected roles
  • Restrict Company and Contact Access to Assigned Category Permissions - Restrict ability to view and edit companies based on category permissions for selected roles
  • Restrict Company and Contact Access to Associated Companies - Restrict ability to only view and edit associated companies for selected roles
  • Restrict Company and Contact Access to User Owned Companies - Restrict ability to only view and edit companies where they are the Owner
  • Restrict Company and Contact Access to User Owned Companies and Company of User - Restrict ability to only view and edit companies where they are the Owner or it is there parent company


User Permission

  • Disable Delete - Hide Delete button within a Contact profile for selected roles
  • Enable Batch Update - Expose Batch Update button when record selected from User list view for selected roles
  • Enable Outlook Synchronization -
  • Enable Save Draft - Expose Save Draft button within a Contact profile for selected roles

Action Permission

  • Activity - Disable Delete - Applies to activities created under the company, user, or calendar. Activities for leads and opportunities in Sales Tracking will not be affected.
  • Activity - Disable Edit - Applies to activities created under the company, user, or calendar. Activities for leads and opportunities in Sales Tracking will not be affected.
  • Calendars - Create - Enables roles to create additional new calendars. All users have full control of their personal calendar regardless of this permission.
  • Calendars - Manager - Enables roles to view and add entries to calendars. All users have full control of their personal calendar regardless of this permission.
  • Discussion Groups - Access - Enables roles to access Discussion Groups.
  • Discussion Groups - Create - Enables roles to create Discussion Groups.
  • Notes - View Only - Roles with this restriction are not able to edit Notes.
  • People Relationships - Access - Roles with this permission are able to view relationship diagrams and add new relationships between contacts but only using the defined relationship types.
  • People Relationships - Edit - Roles with this permission are able to create types or relationships such as colleague, partner spouse, etc.
  • Public Filters and Templates - Create - Roles with this permission are able to share search filters, and email templates with all other users. All users can create filters and message templates, but the user needs to be in a role associated with this visibility permission in order to make the filter or template public.
  • Reports - Export Data - Roles with this permission are able to export data from reports.
  • Reports - Manager - Roles with this permission are able to create reports, graphs based on those reports, and dashboards combining those graphs. Once created, each report and dashboard can be permissioned to other roles to view, but not to modify.
  • Skills & Resume - Edit - Roles with this permission can edit skills and resumes.
  • Smart Folders - Manager - Roles with this permission can edit Smart Folders.
  • Workflows - Attach Workflow to Company - Roles with this permission are able to configure Company-type and User-type workflows to be triggered by a new company or modifications to a company record.
  • Workflows - Manager - Roles with this permission are able to create and edit workflows. Users without this permission can participate in workflow-driven processes, but are not able to view, edit or create new workflows.


Arcadia Permission

  • Arcadia - Disable Switching between Portals - select the roles that can switch between roles, if they have associations with other companies.
  • Arcadia - Enable Arcadia - select the roles that can access the Arcadia interface.
  • Arcadia - Switch Between Arcadia and Classic View - select the roles can switch between the Arcadia interface and the classic SmartSimple interface.


Miscellaneous Feature Permission


Legacy Application Permission

  • Accounting Integration - Manager -
  • Applicant Tracking - Manager -
  • Applicant Tracking - View All Jobs -
  • Content Management - Manager -
  • Front Desk - Manager -
  • Job Costing - Disable Edit -
  • Job Costing - Manager -
  • Job Tracking - Manager -
  • Sales Tracking - Disable Delete Opportunities -
  • Sales Tracking - Disable Edit without Branch Affiliation -
  • Sales Tracking - Disable Settings Tab -
  • Sales Tracking - Manager -
  • Sales Tracking - View Leads Only -
  • Time Tracking - Manager -
  • Web Forms - Enable Edit Form Results -
  • Web Forms - Enable View Form Results -
  • Web Forms - Manager -

See Also

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