Difference between revisions of "System Security Permissions"

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(Miscellaneous Feature Permission)
(Miscellaneous Feature Permission)
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*'''Arcadia - Enable Switching Between Arcadia and Classic View'''<!--ARCADIASWITCH--> -
 
*'''Arcadia - Enable Switching Between Arcadia and Classic View'''<!--ARCADIASWITCH--> -
  
*'''Enable Transaction Create'''<!--TRANSNEW--> -
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*'''Disable Multiple File Upload Applet'''<!--NOMULTIUPLOAD--> -
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 +
*'''Disable Recent'''<!--HIDERECENTLYVIEWED--> -
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*'''Enable Attribute Transaction to UTA Level 1'''<!--TRANSATTRIBUTION--> -
 +
 
 +
*'''Enable Authenticated Servers'''<!--AUTHENTICATEDSERVERS--> -
 +
 
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*'''Enable Debug Mode'''<!--DEBUG_MODE--> -
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*'''Enable Delete on Multiple File Fields'''<!--DELCUSFILES--> -
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*'''Enable Desktop API'''<!--USEAPI--> -
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*'''Enable Global Search'''<!--GLOBALSEARCH--> -
  
*'''Enable Time Entry Create'''<!--SHOWOTHERNEW--> -
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*'''Enable Import Custom Field Language'''<!--IMPORTLANGUAGESETTING--> -
  
*'''Enable Time Entry Create from Grants'''<!--SHOWL1TENEW--> -
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*'''Enable Message Queue'''<!--VIEWMESSAGEQ--> -
  
*'''Disable Main Time & Expense Tab'''<!--HIDETOPTIMETAB--> -
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*'''Enable Debug Mode'''<!--DEBUG_MODE--> -
  
*'''Disable Main Invoice Tab'''<!--HIDETOPINVOICETAB--> -
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*'''Enable Persistent Login'''<!--PERSISTENTLOGIN--> -
  
*'''Enable Void Invoice'''<!--SHOWVOIDINVOICEBUTTON--> -
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*'''Enable Personal List View'''<!--CREATEUSERLISTVIEW--> -
  
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*'''View Field History'''<!--VIEWFIELDHISTORY--> -
  
*'''Disable Multiple File Upload Applet'''<!--NOMULTIUPLOAD--> -
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*'''View ObjectSync Exchange Logs'''<!--OBJSYNC--> -
*'''Disable Recent'''<!--HIDERECENTLYVIEWED--> -
+
 
*'''Enable Attribute Transaction to UTA Level 1'''<!--TRANSATTRIBUTION--> -
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*'''View User Access Audit Logs'''<!--USERACCESSAUDIT--> -
*'''Enable Void Invoice'''<!--SHOWVOIDINVOICEBUTTON--> -
 
*'''Enable Void Invoice'''<!--SHOWVOIDINVOICEBUTTON--> -
 
  
 
==See Also==
 
==See Also==

Revision as of 15:57, 4 December 2014

Overview

System Security 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 -
  • Enable Batch Update Owner -
  • Enable Edit All Companies -
  • Enable Save Draft -
  • Hide New Company Menu Item on Company Profile -
  • Restrict Company Access to Companies with Categories -
  • Restrict Company and Contact Access to Assigned Category Permissions -
  • Restrict Company and Contact Access to Associated Companies -
  • Restrict Company and Contact Access to User Owned Companies -
  • Restrict Company and Contact Access to User Owned Companies and Company of User -

User Permission

  • Disable Delete -
  • Enable Outlook Synchronization -
  • Enable Save Draft -

Component 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.
  • Activity - Hide Activities Tab in Company Profile - The Activity tab on company profiles is hidden for roles that have this restriction.
  • 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.
  • 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.

Miscellaneous Feature Permission

  • Arcadia - Enable Arcadia -
  • Arcadia - Enable Switching Between Arcadia and Classic View -
  • Disable Multiple File Upload Applet -
  • Disable Recent -
  • Enable Attribute Transaction to UTA Level 1 -
  • Enable Authenticated Servers -
  • Enable Debug Mode -
  • Enable Delete on Multiple File Fields -
  • Enable Desktop API -
  • Enable Global Search -
  • Enable Import Custom Field Language -
  • Enable Message Queue -
  • Enable Debug Mode -
  • Enable Persistent Login -
  • Enable Personal List View -
  • View Field History -
  • View ObjectSync Exchange Logs -
  • View User Access Audit Logs -

See Also