System Visibility Permissions let global administrators control which UI elements, buttons, sections, tabs, and menu links are visible to specific roles across Organizations, People, Transactions, and miscellaneous areas of SmartSimple. For additional information on security, see Global Security Settings Reference.
What System Visibility Permissions Control
System Visibility Permissions apply across four areas of SmartSimple:
Organizations: Buttons, tabs, sections, and history access on company records.
People: Buttons, tabs, User Menu links, and sections on contact records.
Transactions: Create, edit, copy, and delete access to transactional records, plus notes and workflow history.
Miscellaneous: Group email controls, calendar settings, dashboards, pinboards, and SmartFolders visibility.
Each permission setting includes the following fields:
Description: Explains what the setting does.
Role (Recommended): The role the setting applies to. Select a role to apply the setting to that role only. When both Logic and Role are set, both conditions must be true for the setting to apply.
Logic (Legacy, optional): Conditions that control when the setting applies. Logic is a legacy feature, and the Role field is typically used instead. The statement
1=1evaluates as true, and1=0evaluates as false. The effect depends on the individual setting. For example, if1=1is entered for Hide View Button, the View button is hidden for all roles because the statement is true. If1=0is entered, the statement is false, so the View button is available to all roles.
Organization Permission Settings
| Permission Setting | Description |
|---|---|
| Show Create Button | The Create button is shown for the roles selected or the logic specified. |
| Show Duplicates Check | The option to run a duplicate check is shown for the roles selected or the logic specified. |
| Show Organization Verification | The button to run organization verification is shown for the roles selected or the logic specified. The button works only if the automated verification service is configured in Transactions. If the service is not configured, the setting has no effect. |
| Hide View Button | The View button is hidden for the roles selected or the logic specified. |
| Hide Create Interaction Button | The Create Interaction button is hidden for the roles selected or the logic specified. |
| Hide Interactions | The Interactions section is hidden for the roles selected or the logic specified. |
| Hide Notes | The Notes section is hidden for the roles selected or the logic specified. |
| Hide Settings Menu | The Categories and Access menu item under the Actions menu is hidden for the roles selected or the logic specified. |
| Hide Categories | The Categories and Access menu and the Categories tab on the card in view mode are hidden for the roles selected or the logic specified. If both Hide Settings Menu and Hide Categories are checked, the Categories tab on the card in view mode is not hidden. |
| Limit Company Workflow History | The workflow history of company records is shown or hidden for the roles selected or the logic specified. |
| Limit Company Fields History | The Field Change History under the Logs menu on an Organization profile is shown or hidden for the roles selected or the logic specified. |
| Limit User Census Tab Access | The Census tab on contact profiles is shown or hidden for the roles selected or the logic specified. |
| Limit Central Demographics Tab Access | The Central Demographics tab is shown or hidden for the roles selected or the logic specified. |
| Hide Associations | The Associations section is hidden for the roles selected or the logic specified. |
| Hide Company Relations | The Company Relations section is hidden for the roles selected or the logic specified. |
People Permission Settings
| Permission Setting | Description |
|---|---|
| Show Create Button | The New Contact button is shown for the roles selected or the logic specified. This setting controls the button in two places: under the New button on a contact profile and on the People list view. |
| Show Duplicate Check | The option to run a duplicate check is shown for the roles selected or the logic specified. |
| Hide Create Interaction Button | The Create Interaction button on contact profiles is hidden for the roles selected or the logic specified. |
| Hide Interactions | The Interactions section in contact profiles is hidden for the roles selected or the logic specified. |
| Hide Notes | The Notes section in contact profiles is hidden for the roles selected or the logic specified. |
| Hide Email Hyper Link | Email hyperlink fields in contact profiles are hidden for the roles selected or the logic specified. |
| Limit User Workflow History | The workflow history of contact records is shown or hidden for the roles selected or the logic specified. |
| Limit User Fields History | The field change history of contact records is shown or hidden for the roles selected or the logic specified. |
| Limit US Census Tab Access | The US Census tab in contact profiles is shown or hidden for the roles selected or the logic specified. |
| Hide Profile Link in User Menu and View Button in User Profiles | The profile link in the User Menu and the View button in contact profiles are hidden for the roles selected or the logic specified. |
| Hide Links Under Manage in the User Menu Except Profile | All links under the Manage section of the User Menu except Profile are hidden for the roles selected or the logic specified. |
| Hide Password Link in User Menu | The password change link in the User Menu is hidden for the roles selected or the logic specified. |
| Hide Personal Settings Link in User Menu | The personal settings link in the User Menu is hidden for the roles selected or the logic specified. |
| Hide Roles and Access Link in User Menu | The roles and access link in the User Menu is hidden for the roles selected or the logic specified. |
| Hide Filters Link in User Menu | The filters link in the User Menu is hidden for the roles selected or the logic specified. |
| Hide Menu Bar | The menu bar within the contact profile is hidden for the roles selected or the logic specified. |
| Hide Associates | The Associates section in contact profiles is hidden for the roles selected or the logic specified. |
The Menu bar on a contact profile includes the New, View, Actions, Tools, and Logs options. The Hide Menu Bar setting controls this menu bar.
The Logs menu on a contact profile lists the history options available for the record, such as Field Change History and Workflow History.
The Actions menu on a contact profile includes options such as Edit Roles and Access, Disable Login Access, and Add to SmartCard.
Transactions Permission Settings
| Permission Setting | Description |
|---|---|
| Allow Company/User Transactions Create Access To | Grants permission to create transaction records under company or user profiles. |
| Allow Company/User Transactions Edit Access To | Grants permission to edit transaction records under company or user profiles. |
| Allow Company/User Transactions Copy Access To | Grants permission to copy transaction records under company or user profiles. |
| Allow Company/User Transactions Delete Access To | Grants permission to delete transaction records under company or user profiles. |
| Limit Company/User Transactions Listview Delete Access To | Restricts the ability to delete transaction records from the list view. |
| Enable Attribution | Activates the ability to attribute transactions to specific UTA/module Level 1 records. |
| Limit Notes | Restricts access to notes attached to transaction records. |
| Limit Transaction Workflow History | Restricts access to the workflow history of transaction records. |
| Enable Bibtex Import | Enables import of BibTeX-formatted citation data into transaction records. |
Miscellaneous Permission Settings
| Permission Setting | Description |
|---|---|
| Enable Contact Group Email | The group email button on the master contacts/people list view and the contacts list view on an organization profile is shown or hidden for the roles selected or the logic specified. |
| Enable Organization Group Email | The group email button on the master organizations list view and the suborganizations list view is shown or hidden for the roles selected or the logic specified. |
| Enable Associate Group Email | The group email button on the associates list views and on organization and contact profiles is shown or hidden for the roles selected or the logic specified. |
| Hide Calendar Settings | Calendar configuration options are hidden for the roles selected or the logic specified. |
| Hide Calendar Notes | Notes attached to calendar entries are hidden for the roles selected or the logic specified. |
| Hide Print Report Button | The Print Report button in report views is hidden for the roles selected or the logic specified. |
| Hide Dashboards | Access to report dashboard views is hidden for the roles selected or the logic specified. |
| Hide Public Note Type | The option to create or view public note types is hidden for the roles selected or the logic specified. |
| Hide Pinboard | The Pinboard feature is hidden for the roles selected or the logic specified. Pinboard is a legacy feature, and it is recommended that Pinboard not be enabled. |
| SmartFolders - Hide Notes | Notes within SmartFolders are hidden for the roles selected or the logic specified. |