Difference between revisions of "Visibility Permissions"

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(Level 1 Logic)
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Visibility Permissions can be set at two different levels:
 
Visibility Permissions can be set at two different levels:
* At the '''UTA''' level, for each of your individual {{UTA}}s and
+
* At the '''UTA''' level, for each individual {{UTA}} and
 
* At the [[Global Settings]] level, controlling visibility for objects throughout your copy of SmartSimple.
 
* At the [[Global Settings]] level, controlling visibility for objects throughout your copy of SmartSimple.
  

Revision as of 14:39, 18 July 2014

Visibility Permissions (formerly known as Advanced Logic) allow for system administrators to personalize their copy of SmartSimple to make various system objects available to users in different roles. Logic can also be set to control the visibility of system objects according to a set of criteria.

For example,

Visibility Permissions can be set at two different levels:

  • At the UTA level, for each individual and
  • At the Global Settings level, controlling visibility for objects throughout your copy of SmartSimple.

UTA-level Visibility Permissions

On the Security tab of the UTA Settings Page, UTAVisConLink.png

Up to four tabs will be displayed on the

  • Level 1 Logic
  • Level 2 Logic
  • Level 3 Logic and
  • Miscellaneous Logic


VisConPage.png

Level 1 Logic

The Level 1 Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:

  • Limit Create Access To
  • Disable View Menu
  • Enable Copy
  • Enable Forms
  • Enable Notes
  • Hide Public Notes
  • Enable Print Preview
  • Enable Group Email
  • Enable User Group for Contacts
  • Disable Contacts Hyperlinks
  • Disable Companies Hyperlinks

Level 2 Logic

The Level 2 Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:

Level 3 Logic

The Level 3 Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:

Miscellaneous Logic

The Miscellaneous Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings: