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→Level 1 Logic
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==Overview==
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.
[[Image:VisibilityPermissionExample.png|link=]]
* ''Visibility Permissions'' that start with ''Enable'' or ''Show'' refer to system objects that are not visible by default.<br />Accordingly, when ''Enable Copy'', for example, evaluates as true, the Copy button will be visible and will not be visible when the ''Visibility Permission'' evaluates to false or is not set.
* ''Visibility Permissions'' that start with ''Disable'', ''Hide'' or ''Limit'' refer to system objects that are visible by default.<br />Accordingly, when ''Hide Notes'' evaluates as true, Notes will not be visible and will only be visible when the ''Visibility Permission'' evaluates to false or is not set.
===Examples of Visibility Logic===
* True if the Level 1 status is 'Draft':
'@opportunity.status@'='Draft'
or
'@opportunity.status@' In ('Draft')
* True unless the Level 1 status is 'Draft' or 'Open':
'@opportunity.status@' Not In ('Draft','Open')
* For a visibility permission based on the '''startdate''' or '''enddate''' [[standard field]]s:
::* Use ''''@fullstartdate@'''' rather than ''''@startdate@'''' and ''''@fullenddate@'''' rather than ''''@enddate@''''.
:''This will format the stored date as yyyy-mm-dd so it can be compared using < and >.''
'@fullstartdate@' >= '2009-05-01'
* True if today's date is after the Start Date:
now()>'@fullstartdate@'
* Never True
1=0
or
false
* Always True
1=1
or
true
==UTA-level Visibility Permissions==
Up to four tabs will be displayed on the Visibility Permissions page. * Feature Logic
* Level 1 Logic
* Level 2 Logic
* Miscellaneous Logic
The terms Level 1 through 3 will be translated by the system to the [[UTA_Settings_-_General#Terminology_Settings|terminology used]] in your {{UTA}}. In the example below, {{l1}}s have been renamed to ''Grants,'' {{l2}}s have been renamed to ''Activities'', and {{l3}}s are not being used. Therefore, the Level 1 Logic tab is displayed as ''Grant Logic'', the Level 2 Logic tab as ''Activity Logic'' and the Level 3 Logic tab is not shown.
[[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 Copy'''<!--L1COPYBUTTON--> - Controls visibility of ''Copy'' button on UTA {{l1}} records. ''Hidden by default.''See [[Copying UTA Records]] for instructions on configuration of copy settings.*'''Enable Forms'''<!--SHOWL1FORMS--> - Controls visibility of ''Forms'' button on UTA {{l1}} records. ''Hidden by default.'' The ''Forms'' button can also be hidden by the ''Disable Forms Tab'' setting on the Level 1 Settings page.*'''Enable Notes'''<!--L1NOTES--> - *Controls visibility of [[Notes]] on UTA {{l1}} records. ''Hidden by default.'Hide Public Notes'''<!--HIDELEVEL1PUBLICNOTE--> - *'''Enable Print Preview'''<!--L1PRINT--> - Controls visibility of ''Print Preview'' button on UTA {{l1}} records. ''Hidden 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.
===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 Notes'''<!--L2NOTES--> - *Controls visibility of [[Notes]] on UTA {{l2}} records. ''Hidden by default.'Hide Public Notes'''<!--HIDELEVEL2PUBLICNOTE--> - *'''Enable Print Preview'''<!--L2PRINT--> - Controls visibility of ''Print Preview'' button on UTA {{l2}} records. ''Hidden by default.'' *'''Enable Group Email'''<!--SHOWL2CONTACTGROUPEMAIL--> - Controls visibility of [[Group Email]] button on UTA {{l2}} records. ''Hidden by default.'' *'''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 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.'Hide Public Notes'''<!--HIDELEVEL3PUBLICNOTE--> - *'''Enable Print Preview'''<!--L3PRINT--> - Controls visibility of ''Print Preview'' button 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 and [[Split Screen]] options when accessing a level 3 record
===Miscellaneous Logic===
The Miscellaneous Logic tab of the UTA Visibility Permissions page contains the following visibility permission settings:
*'''Enable Transaction Create'''<!--TRANSNEW--> - Controls visibility of ''New'' button for [[transaction]] records. ''Hidden by default.''*'''Enable Time Entry Create'''<!--SHOWOTHERNEW--> - Controls visibility of ''New'' button for [[Time and Expense Tab|time entry]] records. ''Hidden by default.''*'''Enable Time Entry Create from Grants'''<!--SHOWL1TENEW--> - Controls visibility of ''New'' button for [[Time and Expense Tab|time entry]] records on {{l1}} records in this {{UTA}}. ''Hidden by default.''*'''Disable Main Time & Expense Tab'''<!--HIDETOPTIMETAB--> - Controls visibility of [[Time and Expense Tab]]. ''Visible when "Enable Professional Services" is selected on the [[UTA Settings - General|General Settings tab]].''*'''Disable Main Invoice Tab'''<!--HIDETOPINVOICETAB--> - Controls visibility of [[Invoice UTA|Invoice Tab]]. ''Visible when "Enable Invoicing" is selected on the [[UTA Settings - General|General Settings tab]].''*'''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 [[Security Settings]] section, click on the hyperlink for ''System Visibility Permissions'':<br /> Four tabs will be displayed on the Global Visibility Permissions page. * Company Permission* User Permission* Transactions Logic and* Miscellaneous Logic
===Company Permission===
*'''Limit View Access To'''<!--VIEWCOMPANY--> - Controls ability to open [[company]] [[profile]]s in [[view mode]]. Note that companies can still be searched for and opened in [[edit mode]], including from the [[list view]] if ''Open in Edit Mode'' is selected in the organization [[Configuring_List_Views#The_Properties_Tab|list view configuration]]. ''Available by default.''*'''Limit Edit Access To'''<!--EDITCOMPANY--> - Controls ability to open [[company]] [[profile]]s in [[edit mode]]. Hides the ''Edit'' button from the [[company]] [[profile]]s. ''Available by default.''*'''Limit Create Access To'''<!--BUTNEWCOMP--> - Controls ability to create new [[company]] records. Hides the ''New > Company'' button from [[company]] [[profile]]s and ''New Company'' button from company [[list view]]s. ''Available by default.''*'''Show Duplicate Check'''<!--DUPCOMPANY--> - Controls visibility of ''Duplicate Check'' button from [[company]] [[profile]]s in [[edit mode]] and ''Check for Duplicates'' section of Organizations [[Basic Search]] panel. ''Available by default.''<!--*'''Show Organization Verification'''<!--ORGANIZATIONSEARCH- --> - *'''Hide New Button'''<!--HIDENEWBUTTON--> - Hides ''New'' tab in its entirety from [[company]] [[profile]]. Does not hide ''New Company'' button from company [[list view]]s. ''Available by default.''*'''Hide Activities'''<!--HIDECOMPACTIVITY--> - Hides ''Activities'' (display of [[calendars|calendar]] activities) tab from [[company]] [[profile]]. ''Available by default.''*'''Hide Notes'''<!--HIDECOMPNOTE--> - Hides ''[[Notes]]'' from [[company]] [[profile]]. ''Available by default.''*'''Hide Print Preview'''<!--HIDECOMPPRINT--> - Controls visibility of ''Print Preview'' button on [[company]] [[profile]]. ''Available by default.'' *'''Hide Settings Menu'''<!--HIDECOMPSETTINGS--> - Controls visibility of ''Settings'' menu on [[company]] [[profile]]. ''Available by default.'' *'''Hide Categories'''<!--HIDECATEGORIES--> - Hides display of [[Client Categories|categories]] to which the company belongs from [[company]] [[profile]]. ''Available by default.'' *'''Hide Icon Links'''<!--HIDECOMPANYICON--> - Hides icons at top right corner of [[company]] [[profile]]. ''Available by default.'' *'''Hide Organization Chart'''<!--HIDEORGCHART--> - Hides option to view ''Organization Chart'' from [[company]] [[profile]]. ''Disabled by default.''*'''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===
*'''Limit View Access To'''<!--VIEWUSER--> - Controls ability to open [[contact]] [[profile]]s in [[view mode]]. Note that contacts can still be searched for and opened in [[edit mode]], including from the [[list view]] if ''Open in Edit Mode'' is selected in the contact [[Configuring_List_Views#The_Properties_Tab|list view configuration]]. ''Available by default.''
*'''Limit Edit Access To'''<!--EDITUSER--> - Controls ability to open [[contact]] [[profile]]s in [[edit mode]]. Hides the ''Edit'' button from the [[contact]] [[profile]]s. ''Available by default.''
*'''Limit Create Access To'''<!--BUTNEWC--> - Controls ability to create new [[company]] records. Hides the ''New > Contact'' button from [[company]] and [[contact]] [[profile]]s and ''New Contact'' button from contact [[list view]]s. ''Available by default.''
*'''Show Duplicate Check'''<!--DUPUSER--> - Controls visibility of ''Duplicate Check'' button from [[contact]] [[profile]]s in [[edit mode]] and ''Check for Duplicates'' section of Contacts [[Basic Search]] panel. ''Available by default.''
*'''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 Properties / Settings Menu'''<!--HIDEUSERSETTINGS--> - Controls visibility of ''Settings'' menu on [[contact]] [[profile]]. ''Available by default.''
*'''Hide System Menu Item''' - Controls visibility of [[System Settings]]. 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.
*'''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.''
===User PermissionTransactions Logic===*'''Limit View Company/User Transactions Create Access To'''<!--VIEWUSERTRANSNEWG--> - *Limits ability to create [[transaction]]s. '''Limit Edit Access To'Available by default.''<!--EDITUSER--> - *'''Limit Create Company/User Transactions Edit Access To'''<!--BUTNEWCTRANSEDITG--> - *'Limits ability to edit [[transaction]]s. ''Show Duplicate CheckAvailable by default.'''<!--DUPUSER--> - *'''Hide NotesAllow Company/User Transactions Listview Delete Access To'''<!--HIDEUSERNOTETRANSDELG--> - Sets the roles allowed to delete transactions from a transactions [[list view]].*'''Hide Print PreviewEnable Attribution'''<!--HIDEUSERPRINTSHOWATTRIBUTION--> - *Controls visibility of ''Attribute'Hide Menu Bar'button on [[transactions]]. See [[Transaction Attribution]]. ''<!--HIDEUSERTABBAR--> - *'''Hide Settings MenuHidden by default.'''<!--HIDEUSERSETTINGS--> - *'''Hide View MenuEnable Notes'''<!--HIDEUSERVIEWSHOWTRANSNOTES--> - Enables [[Notes]] on transactions.*'''Hide Email Hyper LinkShow Transaction Workflow History'''<!--HIDEEMAILLINKSHOWTRANSWFHISTORY--> - *'''Hide Associates'''<!--HIDEUSERASSOCIATES--> - *'''Hide Assignment Enables [[Workflow History'''<!--HIDEUSERASSIGNMENT--> - *'''Hide Forms'''<!--HIDEUSERFORM--> - ]] tab on transactions.
===Component Action PermissionMiscellaneous Logic===*'''Activity - Disable DeleteEnable Contact Group Email'''<!--NODELETEACTIVITYSHOWCONTACTGROUPEMAIL--><!--Also in Manager Permissions - System Permissions--> - Applies to activities created under the company, user, or calendarControls visibility of [[Group Email]] button on contact [[list view]]s. Activities for leads and opportunities in Sales Tracking will not be affected''Available by default. '' *'''Activity - Disable EditEnable Associate Group Email'''<!--NOEDITACTIVITYSHOWAFFILIATEGROUPEMAIL--><!--Also in Manager Permissions - System Permissions--> - Applies to activities created under the company, user, or calendar. Activities for leads and opportunities in Sales Tracking will not be affectedControls visibility of [[Group Email]] button on [[list view]]s of [[Associates]]. *'''Activity - Hide Activities Tab in Company Profile'Available by default.''<!--DISABLECACTLIST--><!--Also in Manager Permissions - System Permissions--> - The Activity tab on company profiles is hidden for roles that have this restriction.*'''Calendars - Hide CreateActivity Button'''<!--CREATECALENDARS--><!--Also in Manager Permissions - System PermissionsBUTNEWACT--> - Enables roles Controls ability to create additional new calendars. All [[Usercalendars|userscalendar]] have full control of their personal calendar regardless of this permissionactivities.*'''Calendars - Manager'Available by default.''<!--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 - AccessHide Calendar Settings'''<!--DISCUSSIONACCESS--><!--Also in Manager Permissions - System PermissionsHIDECALENDARSETTINGS--> - Enables roles to access [[Using Discussion Groups|Discussion Groups]].*Hides ''Settings'Discussion Groups - Create'''<!--CREATEDISCUSSIONS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to tab on [[Using Discussion Groups|create Discussion Groupscalendars]].*'''Hide Calendar Notes - View Only'''<!--NOTESREADONLY--><!--Also in Manager Permissions - System PermissionsHIDECALENDARNOTES--> - Roles with this restriction are not able to edit Hides [[Notes]] on [[calendars]].*'''People Relationships - AccessHide Print Report Button'''<!--VIEWRELATION--><!--Also in Manager Permissions - System PermissionsDISABLEPRINTREPORT--> - Roles with this permission are able to view relationship diagrams and add new relationships between contacts but only using the defined relationship types. *Hides ''Print'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, etcbutton on [[reports]].*'''Public Filters and Templates - CreateHide Dashboards'''<!--PUBLICTEMPFILADMINHIDEDASHBOARDS--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission are able Hides link to share search filters, and email templates with all other users[[Getting_Started_with_Reports_and_Dashboards#Dashboard_.E2. All users can create filters and message templates, but the user needs to be in a role associated with this visibility permission in order to make the filter or template public80.*'''Reports - Export Data'''<!--EXPORTREPORT--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission are able to export data 93_Definition|Dashboards]] from reportsreporting pages.*'''Reports - ManagerHide Pin Board'''<!--REPORTADMIN--><!--Also in Manager Permissions - System PermissionsHIDEPINBOARD--> - Roles with this permission are able Disables links to create reports, graphs based on those reports, and dashboards combining those graphs. Once created, each report and dashboard can be permissioned to other roles to view, but not to modify. access [[Using_the_Pin_Board|Pin Boards]]*'''Reports - Web Pages - StatisticsHide Public Notes'''<!--VIEWWEBSTATHIDEPUBLICNOTE--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission are able to view the statistics associated with Controls visibility of public [[externalNotes]] web pages – these include pages associated with , the [[Applicant Tracking]] System, [[Sign-Up Pages]] and any web pages accessed from [[SmartFolders]]default note type. See [[Web Traffic Metrics]] for more information''Visible by default when Notes are enabled.''*'''Skills & Resume Smart Folders - EditHide Notes'''<!--EDITSKILLS--><!--Also in Manager Permissions - System PermissionsHIDEFOLDERNOTE--> - Roles with this permission can edit Hides [[skillsNotes]] and on [[resumeSmartFolders]]s.*'''Smart Folders - ManagerHide Details'''<!--EDITSMARTFOLDERS--><!--Also in Manager Permissions - System PermissionsHIDEFOLDERDETAILS--> - Roles with this permission can edit [[Smart Folders]].*''Hides 'Workflows - Attach Workflow to Company'Details''<!--WORKFLOWATTACH--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission are able to configure a page from [[Workflow Types|Company-type]] [[workflowSmartFolders]] to be triggered by a new company or modifications to a company record.*'''Workflows - Manager'''<!--WORKFLOWADMIN--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission are able to create and edit workflows. Users without this permission can participate in workflow-driven processes, but are not able to view, edit or create new workflows.
===Miscellaneous Feature Permission=See Also==*'''Enable Transaction Create'''<!--TRANSNEW--> - [[System Security Permissions]]*'''Enable Time Entry Create'''<!--SHOWOTHERNEW--> - *'''Enable Time Entry Create from Grants'''<!--SHOWL1TENEW--> - *'''Disable Main Time & Expense Tab'''<!--HIDETOPTIMETAB--> - *'''Disable Main Invoice Tab'''<!--HIDETOPINVOICETAB--> - *'''Enable Void Invoice'''<!--SHOWVOIDINVOICEBUTTON--> - [[System Feature Permissions]]
[[Category:Global Settings]][[Category:UTA Settings]][[Category:Universal Tracking Application]][[Category:Advanced Logic]]
