Overview
System Feature Permissions let administrators turn key platform features on or off for specific audiences—without changing underlying configuration. Think of them as guardrails for UI actions, tabs, and modules (e.g., showing “Batch Update” buttons, hiding the Email tab, or granting access to Reports). These permissions apply across major areas of the platform—Organization, People, Menu, Features, and Legacy—and complement record-level security and role-based access.
What you can control
- UI actions & buttons (e.g., Enable Batch Update, Enable Save Draft, Enable Copy)
- Tabs & sections (e.g., Disable Email Tab, Disable Main Invoice Tab)
- Modules in the main menu (e.g., Reports, Workflows, Calendars)
- Cross-cutting features (e.g., Emulation Mode, Personal Dashboards, Reader Log History)
System Feature Permissions
Organization
| Permission Setting | Description |
|---|---|
| Enable Batch Update | Reveals the Batch Update button when a record is selected from the Organization list view. |
| Enable Quick Assign Owner on Organization List View | Allows quick assignment of ownership directly from the Organization list view. |
| Enable Reader Log History | Enables access to the reader log history for auditing purposes. |
| Enable Save Draft | Reveals the Save Draft button within an Organization profile. |
People
| Permission Setting | Description |
|---|---|
| Disable Delete | Conceals the Delete button within a Contact profile for specified roles. |
| Enable Batch Update | Reveals the Batch Update button when a record is selected from the User list view. |
| Enable Outlook Synchronization | Grants the ability to synchronize the SmartSimple calendar and contacts with those in Outlook. |
| Enable Save Draft | Reveals the Save Draft button within a Contact profile. |
Menu
| Permission Setting | Description |
|---|---|
| Applicant Tracking - Menu Access | Grants access to the Applicant Tracking module from the main menu. |
| Authenticated Servers - Menu Access | Grants access to the Authenticated Servers module from the main menu. |
| Calendars - Menu Access | Grants access to the Calendars module from the main menu. |
| Content Management - Menu Access | Grants access to the Content Management module from the main menu. |
| Discussion Board - Menu Access | Grants access to the Discussion Board module from the main menu. |
| Email - Menu Access | Grants access to the Email module from the main menu. |
| Email Broadcast - Menu Access | Grants access to the Email Broadcast module from the main menu. |
| Hashtag Library - Menu Access | Grants access to the Hashtag Library module from the main menu. |
| Instant Messages - Menu Access | Grants access to the Instant Messages module from the main menu. |
| Job Costing - Menu Access | Grants access to the Job Costing module from the main menu. |
| Job Tracking - Menu Access | Grants access to the Job Tracking module from the main menu. |
| Marketplace - Menu Access | Grants access to the Marketplace module from the main menu. |
| Message Queue - Menu Access | Grants access to the Message Queue module from the main menu. |
| Notification Broadcast - Menu Access | Grants access to the Notification Broadcast module from the main menu. |
| Organization Hierarchy - Menu Access | Grants access to the Organization Hierarchy module from the main menu. |
| Organizations - Menu Access | Grants access to the Organizations module from the main menu. |
| People - Menu Access | Grants access to the People module from the main menu. |
| Pinboard - Menu Access | Grants access to the Pinboard module from the main menu. |
| Reports - Menu Access | Grants access to the Reports module from the main menu. |
| Sales Tracking - Menu Access | Grants access to the Sales Tracking module from the main menu. |
| Search Files - Menu Access | Grants access to the Search Files module from the main menu. |
| SmartFolders - Menu Access | Grants access to the SmartFolders module from the main menu. |
| Support - Menu Access | Grants access to the Support module from the main menu. |
| Time Tracking - Menu Access | Grants access to the Time Tracking module from the main menu. |
| Workflow Requests - Menu Access | Grants access to the Workflow Requests module from the main menu. |
| Workflows - Menu Access | Grants access to the Workflows module from the main menu. |
Features
| Permission Setting | Description |
|---|---|
| Activity - Disable Delete | Conceals the Delete button for activities created under company, user, or calendar profiles. |
| Activity - Disable Edit | Prevents editing of activities created under company, user, or calendar profiles. |
| Calendars - Create | Enables roles to create additional calendars. |
| Calendars - Manager | Allows roles to view and add entries to calendars. |
| Delegation - Roles That Can Delegate | Specifies which roles are allowed to delegate access. |
| Delegation - Roles to Delegate to | Specifies which roles can be delegated to. |
| Disable Breadcrumb | Removes breadcrumb navigation for designated roles. |
| Discussion Board - Access | Grants access to the Discussion Board module. |
| Discussion Board - Manager | Grants management rights over the Discussion Board module. |
| Email Broadcast - Access | Grants access to the Email Broadcast module. |
| Enable Alexa Access | Activates integration with Alexa-enabled devices. |
| Enable Attribute Transaction to UTA Level 1 | Grants access to transaction attribution at UTA Level 1. |
| Enable Authenticated Servers | Grants access to the Authenticated Servers feature. |
| Enable Delete on Multiple File Fields | Allows deletion of files in Multiple File Fields, bypassing individual field restrictions. |
| Enable Dock Mode | Activates Dock Mode interface. |
| Enable Emulation Mode - View & Edit | Grants full emulation access, including edit capabilities. |
| Enable Emulation Mode - View Only | Grants emulation access without edit capabilities. |
| Enable Emulation of Roles | Specifies which roles can be emulated. |
| Enable Field Translation | Activates field-level translation features. |
| Enable File Download from Record | Allows downloading of files directly from records. |
| Enable Import Custom Field Translations | Enables import/export of custom field translations. |
| Enable Message Queue | Grants access to the Message Queue functionality. |
| Enable Persistent Login | Allows users to remain logged in across browser sessions using persistent cookies. |
| Enable Personal Dashboards | Activates personal dashboard functionality. |
| Enable Personal List View | Activates personal list view customization. |
| Enable Screen Capture | Enables screen capture functionality. |
| Enable SmartCards | Activates SmartCards. |
| Enable Tab Bar | Displays the tab bar interface. |
| Hide Recently Visited and Back Buttons | Removes the Recent and Back navigation buttons. |
| Notes - View Only | Restricts editing of Notes to view-only access. |
| People Relationships - Access | Allows viewing and creation of defined relationship types between contacts. |
| People Relationships - Edit | Allows creation of custom relationship types such as colleague or partner. |
| Reports - Export Data | Enables data export from reports. |
| Reports - Manager | Grants full report creation and dashboard management capabilities. |
| Restrict Login to Backup Environment to these Roles | Limits login access to backup environments to specified roles. |
| Search Filters and Email Templates - Manager | Allows creation and sharing of public filters and templates. |
| Skills & Resume - Edit | Enables editing of skills and resumes. |
| SmartFolders - Access | Grants access to SmartFolders. |
| SmartFolders - Manager | Grants management rights over SmartFolders. |
| User Group - Manager | Grants management rights over user groups. |
| View Field History | Enables viewing of field change history. |
| View ObjectSync Exchange Log | Grants access to ObjectSync exchange logs. |
| View User Access Audit Log | Grants access to user access audit logs. |
| View Web Usage Statistics | Enables viewing of web usage analytics. |
| Workflows - Attach Workflow to Company | Allows configuration of workflows triggered by company record creation or modification. |
| Workflows - Manager | Grants full workflow creation and editing capabilities. |
Legacy
| Permission Setting | Description |
|---|---|
| Accounting Integration - Access | Grants access to the Accounting Integration module. |
| Accounting Integration - Manager | Grants full configuration and management rights for the Accounting Integration module. |
| Applicant Tracking - Access | Grants access to the Applicant Tracking module. |
| Applicant Tracking - Manager | Grants full configuration and management rights for the Applicant Tracking module, including job folders, assignment statuses, and hiring activities. |
| Applicant Tracking - View All Jobs | Allows viewing of all job postings within the Applicant Tracking module. |
| Content Management - Access | Grants access to the Content Management module. |
| Content Management - Manager | Grants full configuration and management rights for the Content Management module. |
| Document Library - Access | Grants access to the Document Library module. |
| Job Tracking - Access | Grants access to the Job Tracking module. |
| Job Tracking - Manager | Grants full configuration and management rights for the Job Tracking module. |
| Sales Tracking - Access | Grants access to the Sales Tracking module. |
| Sales Tracking - Disable Delete Opportunities | Restricts the ability to delete opportunities within the Sales Tracking module. |
| Sales Tracking - Disable Edit without Branch Affiliation | Restricts editing of opportunities unless the user's branch is affiliated with the record. |
| Sales Tracking - Disable Settings Tab | Restricts access to the Settings tab within the Sales Tracking module. |
| Sales Tracking - Manager | Grants full configuration and management rights for the Sales Tracking module. |
| Sales Tracking - View Leads Only | Restricts access to viewing only Sales leads. |
| Time Tracking - Access | Grants access to the Time Tracking module. |
| Time Tracking - Manager | Grants full configuration and management rights for the Time Tracking module. |