The Feature and Function Permissions settings control the visibility and functionality of key elements within the Universal Tracking Application (UTA) framework. These permissions allow administrators to tailor the user experience by enabling or restricting access to specific features, actions, and interface components across different record types, including Applications, Activities, Subactivities, and related modules.
By configuring these permissions, organizations can:
Enhance Security – Limit access to sensitive actions and data based on user roles.
Streamline Workflows – Hide unnecessary options to reduce clutter and improve usability.
Maintain Compliance – Track changes and user interactions through history and audit features.
Improve Efficiency – Enable batch operations and shortcuts for power users where appropriate.
Permissions are grouped into the following categories:
Features Tab – Core system-level options such as batch updates, history tracking, and navigation controls.
Application Tab – Controls for creating, viewing, and managing Application records.
Activity Tab – Permissions for managing Activities and their related components.
Miscellaneous Tab – Additional options for transactions, time entries, invoicing, and related financial features.
Each permission includes:
Description – A clear explanation of what the setting does.
Logic – (Optional) Conditions or rules applied when the setting is enabled.
Hide from everyone: Enter 1=1 in the Logic field and leave Role empty.
Show to everyone: Leave both Logic and Role fields empty.
Hide for a specific role: Select the desired role using the lookup.
When combining Logic and Role: Both conditions must be true for the setting to apply.
Role – (Optional) Specific roles that the setting applies to.
Accessing Feature and Function Permissions
System Administration (gear icon) >> Tracking Applications >> [Edit] *UTAname >> System (tab) >> [Feature and Function Permissions]
Feature Permissions
Permission Setting
Description
Enable Batch Update
Allows users to update multiple records at once from a list view, applying the same changes across selected items.
Enable Field History
Displays a log of field-level changes on records, showing previous and new values along with timestamps and user details.
Enable Reader Log History
Tracks and displays which users have viewed or accessed a record for auditing and compliance purposes.
Enable Workflow History
Shows the execution history of workflows on a record, including triggered steps, outcomes, and dates.
Enable Revision History
Provides access to version history for records or related content, allowing users to review or restore previous revisions.
Enable Batch Role Assignment (Application to Activity)
Enables bulk assignment or update of record-specific roles on multiple Activities from their parent Application.
Enable Batch Role Assignment (Application to Subactivity)
Enables bulk assignment or update of record-specific roles on multiple Subactivities from their parent Application.
Enable Batch Role Assignment (Activity to Subactivity)
Enables bulk assignment or update of record-specific roles on multiple Subactivities from their parent Activity.
Enable Subactivity Batch Status Update
Allows users to change the status of multiple Subactivities at once through a batch update action.
Disable UTA Home Link on Breadcrumb
Removes the “UTA Home” link from the breadcrumb navigation to keep users within the current application context.
Application
Permission Setting
Description
Limit New Application Button To
Restricts visibility of the “New Application” button to specified roles only.
Limit New Activity Menu Item on Application Records To
Restricts access to the “New Activity” option within an Application record to specified roles.
Disable View Menu
Removes the View menu from Application records, preventing users from switching between different views.
Enable Copy
Allows users to create a duplicate of an Application record using the Copy function.
Enable Forms
Displays the Forms tab on Application records, granting access to associated forms.
Enable Notes
Displays the Notes section on Application records for adding and viewing notes.
Enable Print Preview
Provides a Print Preview option for Application records, allowing users to generate a printable view.
Enable Group Email
Enables the ability to send group emails from the Application record to associated contacts.
Enable User Group for Contacts
Allows grouping of contacts linked to an Application for easier management and communication.
Limit Invitations
Restricts the ability to send invitations from an Application record to specified roles.
Disable Contacts Hyperlinks
Removes clickable links to contact profiles from the Application record.
Disable Companies Hyperlinks
Removes clickable links to company profiles from the Application record.
Disable Email Tab
Hides the Email tab on Application records, preventing access to email history or sending emails.
Disable Publications Tab
Hides the Publications tab on Application records, removing access to related publications.
Show US Census Tab
Displays the US Census tab on Application records for demographic data reference.
Activity
Permission Setting
Description
Limit New Activity Button From List View To
Restricts visibility of the “New Activity” button in list views to specified roles only.
Limit New Subactivity Menu Item on Activity Records To
Restricts access to the “New Subactivity” option within an Activity record to specified roles.
Enable Copy
Allows users to duplicate an Activity record using the Copy function.
Enable Notes
Displays the Notes section on Activity records for adding and viewing notes.
Enable Print Preview
Provides a Print Preview option for Activity records, allowing users to generate a printable view.
Enable Group Email
Enables the ability to send group emails from the Activity record to associated contacts.
Enable User Group for Contacts
Allows grouping of contacts linked to an Activity for easier management and communication.
Show Lookup Picker for Contacts
Displays a lookup picker for selecting contacts when associating them with an Activity record.
Enable View Parent
Adds a link or option to view the parent record (e.g., Application) directly from the Activity record.
Limit Invitations
Restricts the ability to send invitations from an Activity record to specified roles.
Disable Contacts Hyperlinks
Removes clickable links to contact profiles from the Activity record.
Disable Email Tab
Hides the Email tab on Activity records, preventing access to email history or sending emails.
Subactivity
Permission Setting
Description
Limit New Subactivity Button From List View To
Restricts visibility of the “New Subactivity” button in list views to specified roles only.
Enable Copy
Allows users to duplicate a Subactivity record using the Copy function.
Enable Notes
Displays the Notes section on Subactivity records for adding and viewing notes.
Enable Print Preview
Provides a Print Preview option for Subactivity records, allowing users to generate a printable view.
Enable Group Email
Enables the ability to send group emails from the Subactivity record to associated contacts.
Enable User Group for Contacts
Allows grouping of contacts linked to a Subactivity for easier management and communication.
Enable View Parent
Adds a link or option to view the parent record (e.g., Activity) directly from the Subactivity record.
Disable Contacts Hyperlinks
Removes clickable links to contact profiles from the Subactivity record.
Limit Invitations
Restricts the ability to send invitations from a Subactivity record to specified roles.
Miscellaneous
Permission Setting
Description
Enable Transaction Create
Allows users to create new financial transactions within the system.
Enable Time Entry Create
Enables users to log time entries directly from the Time & Expense module.
Enable Time Entry Create from Applications
Allows users to create time entries linked to specific Application records.
Disable Main Time & Expense Tab
Hides the main Time & Expense tab from the navigation menu, restricting access to time and expense tracking features.
Disable Main Invoice Tab
Hides the main Invoice tab from the navigation menu, preventing access to invoice management features.
Enable Void Invoice
Grants users the ability to void invoices, reversing their financial impact while maintaining an audit trail.
