Feature and Function Permissions control the visibility and functionality of features, actions, and interface components for Level 1, Level 2, and Level 3 records within a UTA/module in SmartSimple. Each available permission setting is defined below, organized by tab, to support configuration through Feature and Function Permissions.
Features Tab
The Features tab includes settings that control audit, batch, and interface options that apply across the UTA/module.
NOTE When roles are specified in the box, the setting applies only to users with those roles.
| 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 | Shows the field-level revision history on the individual fields that have it enabled, and provides access to the Field History Log, under Logs on the page, to users with the specified roles. |
| 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 tasks, statuses, requesters, and dates. |
| Enable Batch Role Assignment (Application to Activity) | This option is not recommended. Enables bulk assignment or update of record-specific roles on multiple Level 2 records from their parent Level 1 record. |
| Enable Batch Role Assignment (Application to Subactivity) | This option is not recommended. Enables bulk assignment or update of record-specific roles on multiple Level 3 records from their parent Level 1 record. |
| Enable Batch Role Assignment (Activity to Subactivity) | This option is not recommended. Enables bulk assignment or update of record-specific roles on multiple Level 3 records from their parent Level 2 record. |
| Enable Subactivity Batch Status Update | Allows users to change the status of multiple Level 3 records at once through a batch update action. This option is not recommended; instead, batch update is controlled on all 3 levels of record by the Batch Update permission. |
| Disable UTA Home Link on Breadcrumb | Removes the UTA/module Home link from the breadcrumb navigation to keep users within the current UTA/module context. |
Level 1 Tab
The Level 1 tab includes settings that control interface options and available actions on Level 1 records.
NOTE When roles are specified in the box, the setting applies only to users with those roles.
| Permission Setting | Description |
| Limit New Level 1 Record Button To | Restricts visibility of the New Level 1 Record button to specified roles only. |
| Limit New Level 2 Menu Item on Level 1 Records To | Restricts access to the New Level 2 Record option within a Level 1 record to specified roles. |
| Disable View Menu | Removes the View button from Level 1 records, preventing users from switching between different view and edit mode. |
| Enable Copy | Allows users to create a duplicate of a Level 1 record using the Copy function. |
| Enable Forms | This is a legacy feature and is not recommended. Displays the Forms tab on Level 1 records, granting access to associated forms. |
| Enable Notes | Displays the Notes section on Level 1 records for adding and viewing notes. |
| Enable Print Preview | This option is not recommended. Provides a Print Preview option for Level 1 records, allowing users to generate a printable view. |
| Enable Group Email | Enables the ability to send group emails from the Level 1 record to associated contacts. |
| Enable User Group for Contacts | Allows grouping of contacts linked to a Level 1 record for easier management and communication. |
| Limit Invitations | Restricts the ability to send invitations from a Level 1 record to specified roles. |
| Disable Contacts Hyperlinks | Removes clickable links to contact profiles from the Level 1 record. |
| Disable Companies Hyperlinks | Removes clickable links to company profiles from the Level 1 record. |
| Disable Email Tab | Hides the New Email button on Level 1 records, removing the ability to send emails. |
| Disable Publications Tab | Hides the Publications tab on Level 1 records, removing access to related publications. |
| Show US Census Tab | Displays the US Census tab on Level 1 records for demographic data reference. |
Level 2 Tab
The Level 2 tab includes settings that control interface options and available actions on Level 2 records.
NOTE When roles are specified in the box, the setting applies only to users with those roles.
| Permission Setting | Description |
| Limit New Level 2 Button From List View To | Restricts visibility of the New Level 2 Record button in list views to specified roles only. |
| Limit New Level 3 Menu Item on Level 2 Records To | Restricts access to the New Level 3 Record option within a Level 2 record to specified roles. |
| Enable Copy | Allows users to duplicate a Level 2 record using the Copy function. |
| Enable Notes | Displays the Notes section on Level 2 records for adding and viewing notes. |
| Enable Print Preview | This option is not recommended. Provides a Print Preview option for Level 2 records, allowing users to generate a printable view. |
| Enable Group Email | Enables the ability to send group emails from the Level 2 record to associated contacts. |
| Enable User Group for Contacts | Allows grouping of contacts linked to a Level 2 record for easier management and communication. |
| Show Lookup Picker for Contacts | This option is not recommended. Displays a lookup picker for selecting contacts when associating them with a Level 2 record. |
| Enable View Parent | Adds an option to view the parent Level 1 record in split screen directly from the Level 2 record. |
| Limit Invitations | Restricts the ability to send invitations from a Level 2 record to specified roles. |
| Disable Contacts Hyperlinks | Removes clickable links to contact profiles from the Level 2 record. |
| Disable Email Tab | Hides the New Email button on Level 2 records, removing the ability to send emails. |
Level 3 Tab
The Level 3 tab includes settings that control interface options and available actions on Level 3 records.
NOTE When roles are specified in the box, the setting applies only to users with those roles.
| Permission Setting | Description |
| Limit New Level 3 Button From List View To | Restricts visibility of the New Level 3 Record button in list views to specified roles only. |
| Enable Copy | Allows users to duplicate a Level 3 record using the Copy function. |
| Enable Notes | Displays the Notes section on Level 3 records for adding and viewing notes. |
| Enable Print Preview | This option is not recommended. Provides a Print Preview option for Level 3 records, allowing users to generate a printable view. |
| Enable Group Email | Enables the ability to send group emails from the Level 3 record to associated contacts. |
| Enable User Group for Contacts | Allows grouping of contacts linked to a Level 3 record for easier management and communication. |
| Enable View Parent | Adds an option to view the parent Level 2 record in split screen directly from the Level 3 record. |
| Disable Contacts Hyperlinks | Removes clickable links to contact profiles from the Level 3 record. |
| Limit Invitations | Restricts the ability to send invitations from a Level 3 record to specified roles. |
Miscellaneous Tab
The Miscellaneous tab includes settings related to time entry, invoicing, and other financial transaction features.
| Permission Setting | Description |
| Enable Transaction Create | Allows users to create new financial transactions within the system. |
| Enable Time Entry Create | This option is not recommended. Enables users to log time entries directly from the Time & Expense module. |
| Enable Time Entry Create from Applications | This option is not recommended. Allows users to create time entries linked to specific Level 1 records. |
| Disable Main Time & Expense Tab | This option is not recommended. Hides the main Time & Expense tab from the navigation menu, restricting access to time and expense tracking features. |
| Disable Main Invoice Tab | This option is not recommended. Hides the main Invoice tab from the navigation menu, preventing access to invoice management features. |
| Enable Void Invoice | This option is not recommended. Grants users the ability to void invoices, reversing their financial impact while maintaining an audit trail. |