Difference between revisions of "Visibility Permissions"

Revision as of 15:40, 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,

Up to four tabs will be displayed on the

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

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:

• Limit Create Access To -
• Enable Copy -
• Enable Notes -
• Hide Public Notes -
• Enable Print Preview -
• Enable Group Email -
• Enable User Group for Contacts -
• Show Lookup Picker for Contacts -

Level 3 Logic

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

• Enable Copy -
• Enable Notes -
• Hide Public Notes -
• Enable Print Preview -
• Enable Group Email -
• Enable User Group for Contacts -

Miscellaneous Logic

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

• Enable Transaction Create -
• Enable Time Entry Create -
• Enable Time Entry Create from Grants -
• Disable Main Time & Expense Tab -
• Disable Main Invoice Tab -
• Enable Void Invoice -

Global Visibility Permissions

Company Permission

• Limit View Access To -
• Limit Edit Access To -
• Limit Create Access To -
• Show Duplicate Check -
• Show Organization Verification -
• Hide New Button -
• Hide Activities -
• Hide Notes -
• Hide Print Preview -
• Hide Settings Menu -
• Hide Categories -
• Hide Icon Links -
• Hide Organization Chart -
• Hide Associates -
• Hide Forms -

User Permission

• Limit View Access To -
• Limit Edit Access To -
• Limit Create Access To -
• Show Duplicate Check -
• Hide Notes -
• Hide Print Preview -
• Hide Menu Bar -
• Hide Settings Menu -
• Hide View Menu -
• Hide Email Hyper Link -
• Hide Associates -
• Hide Assignment History -
• Hide Forms -

Component Action Permission

• Activity - Disable Delete -
• Activity - Disable Edit -
• Activity - Hide Activities Tab in Company Profile -
• Calendars - Create -
• Calendars - Manager -
• Discussion Groups - Access -
• Discussion Groups - Create -
• Notes - View Only -
• People Relationships - Access -
• People Relationships - Edit -
• Public Filters and Templates - Create -
• Reports - Export Data -
• Reports - Manager -
• Reports - Web Pages - Statistics -
• Skills & Resume - Edit -
• Smart Folders - Manager -
• Workflows - Attach Workflow to Company -
• Workflows - Manager -

Miscellaneous Feature Permission