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==UTA-level Visibility Permissions==
To access ''UTA-level Visibility Permissions'', click on the Security tab of the [[UTA Settings Page]], then click on the hyperlink for ''Visibility Feature and Function Permissions'':<br />[[Image:UTAVisConLinkSecurity_settings2017.png|link=|border]]
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.
*'''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.
*'''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.
*'''Disable Data Exchange''' - a user will '''not''' be able to access the Export Claim and Export Notes tabs if they are in one of the assigned roles. These settings tabs allow users to share UTA information between multiple instances using the [[UTA Data Exchange|Data Exchange]] functionality.
===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.''
*'''Enable Group Email'''<!--SHOWL1CONTACTGROUPEMAIL--> - Controls visibility of [[Group Email]] button on UTA {{l1}} records. ''Hidden by default.''
*'''Enable User Group for Contacts'''<!--SHOWL1CONTACTGROUP--> - Controls visibility of [[User Groups]] feature on [[Standard Level 1 Field List|Contacts standard field]] on UTA {{l1}} records. ''Hidden by default.''
*'''Enable Invitation''' - Controls visibility of [[Contact Invitations|Invitations]] feature.
*'''Disable Contacts Hyperlinks'''<!--DISABLEL1CONTACTLINKS--> - Controls whether or not [[contact]]s added to a {{l1}} UTA record are hyperlinked to the contact [[profile]]. ''Enabled by default.''
*'''Disable Companies Hyperlinks'''<!--DISABLEL1COMPANYLINKS--> - Controls whether or not [[organization|companies]] added to a {{l1}} UTA record are hyperlinked to the company [[profile]]. ''Enabled by default.''
*'''Disable Email Tab'''<!--DISABLEEMAIL--> - Controls whether or not users will have the ability to create Emails from Level 1 record
*'''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.
*'''Enable User Group for Contacts'''<!--SHOWL2CONTACTGROUP--> - Controls visibility of [[User Groups]] feature on [[Standard Level 2 Field List|Contacts standard field]] on UTA {{l2}} records. ''Hidden by default.''
*'''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 option 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 Group Email'''<!--SHOWL3CONTACTGROUPEMAIL--> - Controls visibility of [[Group Email]] button 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 option and [[Split Screen]] options when accessing a level 3 record
===Miscellaneous Logic===
*'''Enable Void Invoice'''<!--SHOWVOIDINVOICEBUTTON--> - Controls visibility of void button on invoice records.
==Global System Visibility Permissions==From the [[:Global Settings|Global Settings Page]], in the [[Business & System ConfigurationSecurity Settings]] section, click on the hyperlink for ''System Visibility Permissions'':<br />[[Image:SystemVisibilityPermissionsLink.png|link=]]
Four tabs will be displayed on the Global Visibility Permissions page.
*'''Hide Associates'''<!--HIDECOMPASSOCIATES--> - Hides ''[[Associates]]'' tab from [[company]] [[profile]]. ''Available by default.''
*'''Hide Forms'''<!--HIDECOMPFORM--> - Hides ''Forms'' button from [[company]] [[profile]]. ''Available by default.''
*'''Show US Census Tab'''<!--SHOWUSCENSUS--> - Controls visibility of graphs and statistics on [[US census graphs|US census data]], but only if the company has US address.
===User Permission===
*'''Hide Notes'''<!--HIDEUSERNOTE--> - Hides ''[[Notes]]'' from [[contact]] [[profile]]. ''Available by default.''
*'''Hide Print Preview'''<!--HIDEUSERPRINT--> - Controls visibility of ''Print Preview'' button on [[contact]] [[profile]]. ''Available by default.''
*'''Hide Email Hyper Link'''<!--HIDEEMAILLINK--> - Controls whether the email address in the [[contact]] [[profile]] will be hyperlinked to SmartSimple's [[The Message Center and Message Templates|Message Center]] email application. ''Available by default.''
*'''Show User Workflow History''' - Controls visibility of the history of workflows triggered against individual User accounts. Workflow history, if enabled, is accessible from the Options menu.
*'''Show User Fields History''' - Controls visibility of the history of those User fields with [[Track Changes]] enabled for individual User accounts. Field history, if enabled, is accessible from the Options menu.
*'''Show US Census Tab'''<!--SHOWUSCENSUS--> - Controls visibility of graphs and statistics on [[US census graphs|US census data]], but only if the user has US address.
*'''Hide Menu Bar'''<!--HIDEUSERTABBAR--> - Hides entire menu bar from [[contact]] [[profile]]. ''Available by default.''
*'''Hide View Menu'''<!--HIDEUSERVIEW--> - Hides ''View'' menu (''View Organization'' in [[view mode]], ''View Organization'' and ''View Contact'' in [[edit mode]]) from [[contact]] [[profile]]. ''Available by default.''
*'''Hide Email Hyper LinkProperties / Settings Menu'''<!--HIDEEMAILLINKHIDEUSERSETTINGS--> - Controls whether the email address in the visibility of ''Settings'' menu on [[contact]] [[profile]] will be hyperlinked to SmartSimple. ''Available by default.''*'s ''Hide System Menu Item''' - Controls visibility of [[The Message Center and Message Templates|Message CenterSystem Settings]] email application. Accessed from the Options menu in the User Profile if enabled. *'''Hide Password Menu Item''' - Controls visibility of the Password settings. Accessed from the Options menu in the User Profile if enabled. *'''Hide Filters Menu Item''' - Controls visibility of the Filter settings. Accessed from the Options menu in the User Profile if enabled. *'''Hide Folder Menu Item''' - Controls visibility of the Folder settings. Accessed from the Options menu in the User Profile if enabled. *''Available by default'Hide Resource Menu Item''' - Controls visibility of the [[Resource]] settings. Accessed from the Options menu in the User Profile if enabled.*'' 'Hide Roles and Access Menu Item''' - Controls visibility of the Roles and Access Menu Item. Accessed from the Options menu in the User Profile if enabled.
*'''Hide Associates'''<!--HIDEUSERASSOCIATES--> - Hides ''[[Associations]]'' tab from [[company]] [[profile]]. ''Available by default.''
<!--*'''Hide Assignment History'''<!--HIDEUSERASSIGNMENT - -->
*'''Hide Assignment History''' - Controls visibility of the [[Viewing Assignment History|Assignment History]] Menu Item. Accessed from the Options menu in the User Profile if enabled.
*'''Hide Forms'''<!--HIDEUSERFORM--> - Hides ''Forms'' button from [[contact]] [[profile]]. ''Available by default.''
==See Also==
* [[System Security Permissions]]
* [[System Feature Permissions]]
[[Category:Global Settings]][[Category:UTA Settings]][[Category:Universal Tracking Application]][[Category:Advanced Logic]]
