Changes

Jump to: navigation, search

Visibility Permissions

1,777 bytes added, 14:56, 19 July 2017
no edit summary
Up to four tabs will be displayed on the Visibility Permissions page.
* Feature Logic
* Level 1 Logic
* Level 2 Logic
[[Image:VisConPage.png|link=]]
 
 
===Feature Logic===
The Feature Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:
 
*'''Enable Batch Update''' - user will only be able to perform [[Batch Update]]s on [[UTA]] records if they are in one of the assigned roles.<BR><BR>
*'''Enable Field History''' - user will only be able to access the [[Track_Changes#All_Tracked_Fields|Fields History tab]] on a UTA record if they are in one of the assigned roles.
*'''Enable Reader Log History''' - user will only be able to access the [[Reader Log]] if they are in one of the assigned roles
*'''Enable Workflow History''' - a user will only be able to access the [[Workflow History]] tab if they are in one of the assigned roles.
*'''View Revision History''' - when [[roles]] are added to this section using the {{LookupButton}} button, a user will only be able to access the [[Field Revision Annotations|Revision History]] tab if they are in one of the assigned roles.<BR><BR>
*'''Enable Batch Role Assignment (L1 to L2)''' - user will only be able to use the [[Auto Assignments|Assign By Role]] feature from {{l1}} to {{l2}} records if they are in one of the assigned roles.
*'''Enable Batch Role Assignment (L1 to L3)''' - user will only be able to use the [[Auto Assignments|Assign By Role]] feature from {{l1}} to {{l2}} records if they are in one of the assigned roles.
*'''Enable Batch Role Assignment (L2 to L3)''' - user will only be able to use the [[Auto Assignments|Assign By Role]] feature from {{l2}} to {{l3}} records if they are in one of the assigned roles.
*'''Enable Level 3 Activity Batch Status Update''' - user will only be able to use the Batch Status Update on {{l3} records if they are in one of the assigned roles.
 
===Level 1 Logic===
The {{l1}} Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:
 
*'''Limit Create Access To'''<!--SHOWL1NEW--> - Controls visibility of ''New'' button on UTA {{l1}} records. ''Visible by default.''
*'''Disable View Menu'''<!--HIDEL1VIEWBUTTON--> - Controls visibility of [[View mode|''View'' button]] on UTA {{l1}} records. ''Visible by default.''
*'''Show US Census Tab'''<!--SHOWUSCENSUS--> - Controls visibility of graphs and statistics on [[US census graphs|US census data]], but only if the linked company has US address.
*'''Show Janus Tab'''<!--SHOWJANUS--> - Controls visibility of the [[Janus visualization and settings on UTA Level 1|Janus Tab]]
 
===Level 2 Logic===
The {{l2}} Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:
 
*'''Limit Create Access To'''<!--SHOWL2NEW--> - Controls visibility of ''New'' button on UTA {{l2}} records. ''Visible by default.''
*'''Enable Copy'''<!--L2COPYBUTTON--> - Controls visibility of ''Copy'' button on UTA {{l2}} records. ''Hidden by default.'' See [[Copying UTA Records]] for instructions on configuration of copy settings.
*'''Show Lookup Picker for Contacts'''<!--SHOWL2CONTACTLOOKUPBUT--> - Controls visibility of Lookup button when selecting contacts for UTA {{l2}} records. ''Hidden by default.''
*'''Enable View Parent''' - Controls visibility of the View Parent and [[Split Screen]] options when accessing a level 2 record
 
===Level 3 Logic===
The {{l3}} Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:
 
*'''Enable Copy'''<!--L3COPYBUTTON--> - Controls visibility of ''Copy'' button on UTA {{l3}} records. ''Hidden by default.'' See [[Copying UTA Records]] for instructions on configuration of copy settings.
*'''Enable Notes'''<!--L3NOTES--> - Controls visibility of [[Notes]] on UTA {{l3}} records. ''Hidden by default.''
*'''Enable User Group for Contacts'''<!--SHOWL3CONTACTGROUP--> - Controls visibility of [[User Groups]] feature on [[Standard Level 3 Field List|Contacts standard field]] on UTA {{l3}} records. ''Hidden by default.''
*'''Enable View Parent''' - Controls visibility of the View Parent and [[Split Screen]] options when accessing a level 3 record
 
===Miscellaneous Logic===
Smartstaff, administrator
4,478
edits

Navigation menu