Difference between revisions of "Visibility Permissions"
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*'''Activity - Disable Edit'''<!--NOEDITACTIVITY--> - | *'''Activity - Disable Edit'''<!--NOEDITACTIVITY--> - | ||
*'''Activity - Hide Activities Tab in Company Profile'''<!--DISABLECACTLIST--> - | *'''Activity - Hide Activities Tab in Company Profile'''<!--DISABLECACTLIST--> - | ||
| − | *'''Calendars - Create'''<!--CREATECALENDARS--> - | + | *'''Calendars - Create'''<!--CREATECALENDARS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to create additional new calendars. All [[User|users]] have full control of their personal calendar regardless of this permission. |
| − | *'''Calendars - Manager'''<!--EDITCALENDARS--> - | + | *'''Calendars - Manager'''<!--EDITCALENDARS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to view and add entries to calendars. All [[User|users]] have full control of their personal calendar regardless of this permission. |
| − | *'''Discussion Groups - Access'''<!--DISCUSSIONACCESS--> - | + | *'''Discussion Groups - Access'''<!--DISCUSSIONACCESS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to access [[Using Discussion Groups|Discussion Groups]]. |
| − | *'''Discussion Groups - Create'''<!--CREATEDISCUSSIONS--> - | + | *'''Discussion Groups - Create'''<!--CREATEDISCUSSIONS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to [[Using Discussion Groups|create Discussion Groups]]. |
*'''Notes - View Only'''<!--NOTESREADONLY--> - | *'''Notes - View Only'''<!--NOTESREADONLY--> - | ||
| − | *'''People Relationships - Access'''<!--VIEWRELATION--> - | + | *'''People Relationships - Access'''<!--VIEWRELATION--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--EDITRELATION--> - | + | *'''People Relationships - Edit'''<!--EDITRELATION--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission are able to create types or relationships such as colleague, partner spouse, etc. |
| − | *'''Public Filters and Templates - Create'''<!--PUBLICTEMPFILADMIN--> - | + | *'''Public Filters and Templates - Create'''<!--PUBLICTEMPFILADMIN--><!--Also in Manager Permissions - System Permissions--> - 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 manager permission in order to make the filter or template public. |
*'''Reports - Export Data'''<!--EXPORTREPORT--> - | *'''Reports - Export Data'''<!--EXPORTREPORT--> - | ||
*'''Reports - Manager'''<!--REPORTADMIN--> - | *'''Reports - Manager'''<!--REPORTADMIN--> - | ||
Revision as of 16:30, 18 July 2014
Contents
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 - 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 -
- 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 manager permission in order to make the filter or template public.
- 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
- 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 -
