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This page is accessed through the [[Configuration Menu]]. This page allows access to the following configuration pages within SmartSimple:
;Role & Category and Security Settings
: '''[[User Role]]s''' - Use roles to control the menu, [[portal]], [[reports]] and fields associated with a specific group of [[user]]s or [[contact]]s. Roles also control field [[visibility]] and the types of contacts a user in a specific role can add to the system.
: '''[[Client Categories|Organization Categories]]''' - Use this feature to create [[categories]] for companies, control [[visibility]] to companies in a specific category and define [[custom fields]] for each category.
;Permission Settings
: '''[[Manager Permissions - System Permissions|System Permissions]]''' - Determine which roles are associated with specific system functions.
: '''[[Arcadia - Manager Permissions|Arcadia Permissions]]''' - Determine which roles are associated with the Arcadia interface.
: '''[[Notes Manager Permissions - System Permissions|System Feature Permissions]]''' - Determines Determine which roles can create and view are associated with specific types of system functions.: '''[[NotesManager Permissions - System Permissions|System Feature Permissions]]''' - Determine which roles are associated with specific system functions.: '''Annotation [[Manager Permissions- Application Permissions|Legacy Application Permissions]]''' - Determines Determine which roles can create and view specific types of Annotationsare associated with base application functions. ;UTA Settings: '''[[Manager Permissions - UTA Permissions|UTA Security Permissions]]''' - Determine which roles are associated with Universal Tracking Application functions.: '''[[Manager Permissions - UTA Permissions|UTA Visibility Permissions]]''' - Determine which roles are associated with Universal Tracking Application functions.
[[Category:System Management]][[Category:Roles]]
