User Accounts - Permissions Content Link

On the Permissions content link in User Accounts, the administrator can control a user's ability to add, modify, delete or report on various types of data in SmartOffice. The options listed on the Permissions content link vary depending on the user rights and licenses enabled in User Accounts - User Rights, as well as on the tier license that the user has been assigned in User Accounts - Detail.

Note: Use caution when changing these settings. Improperly configured permissions may prevent the user from properly using SmartOffice.

The following table summarizes the data types for which permissions can be set for each licensing tier. The indicators in the table are:

• Full: All permissions (Add, Modify, Delete, Report and Read-Only) are available for selection. Note that when Read-Only is selected, the other permissions become unavailable for selection.
• Read-Only: The permission is set to Read-Only and cannot be changed. Some of these permissions include reporting rights.
• N/A: Not applicable, because users in that tier do not have access to the data type.

Data Type Lite

Tier Standard

Tier Performance

Tier Brokerage Management Tier

Brokerage Management + Commissions Tier

Notes Activity Full Full Full Full Full

Advisor ACH Full Full Full Full Full This permission is visible only if the user has the Track ACH license. If this permission is set to Read-Only, bank account numbers in ACH records appear masked to the user.

Advisor/Agency Full Full Full Full Full Asset Allocation Models Full Full Full Full Full

Calculated Columns Full Full Full Full Full Candidate N/A N/A Full Full Full

Carrier Read-Only

Read-Only Full Full Full Commission Rate Information Full Full Full Full Full

Contact/Business Full Full Full Full Full Contracts/Appointments/Licenses Full Full Full Full Full

Documents Full Full Full Full Full Dynamic Reports Read-Only Read-Only Full Full Full

Filters Read-Only Read-Only Full Full Full Group Policy Full Full Full Full Full

Group Product Full Full Full Full Full Inforce Policy Setup Full Full Full Full Full

Investment Account Full Full Full Full Full Investment Securities Full Full Full Full Full

Lead Full Full Full Full Full Letter Log Full Full Full Full Full

Marketing Campaign N/A

N/A Full Full Full Opportunity Full

Full Full Full Full Pending Case Full Full Full Full Full

Policy Full Full Full Full Full Product Read-Only Read-Only Full Full Full

Resource Data Setup N/A N/A N/A N/A Full All SmartOffice users can view resource office data, regardless of license tier. This permission allows a user to modify data in a resource office if the user has sign-in access to that office. This is normally applicable to enterprise customers only.

Rider N/A N/A Full Full Full SmartPad Notes Full Full Full Full Full

Template Read-Only Read-Only Full Full Full This permission is related to event templates. See SmartEvents - Setup.

Template Administration Full Full Full Full Full This permission is related to correspondence templates. See Templates.

Wholesaler - Distributor N/A N/A Full Full Full