View source for SmartSimple Microsoft Outlook Synchronization - Initial Setup

There are several configuration steps in SmartSimple that must be taken to enable you to be able to synchronize your Contacts and Calendar events with Outlook.

==SmartSimple Manager Permissions==

The ability to synchronize between SmartSimple and Outlook is controlled by a [[Manager Permission]]. Only users in a role which has been given the “Contacts – Allow Outlook Synchronization of All” Manager Permission will be able to use this feature.

To enable this permission:
# Login to SmartSimple using an account with {{GUA}} access.
# On the left navigation bar, under [[Configuration]], click on [[Roles and Permissions]].
# Under the Manager Permissions header, click on [[System Permissions]].
# Click on the "Contacts – Allow Outlook Synchronization of All" permission.
# In the Manager Roles box on the right, select the roles you would like to have access to use the Outlook Add-In. 
# Click '''Save'''.

<pre style="white-space: pre-wrap; 
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 word-wrap: break-word;">Note: All users in the selected roles will be able to use the Outlook Add-In based on their configuration as described below.</pre>


==SmartSimple Company Ownership==

Only contacts in companies of which the user is an [[owner]] will be available for that user to synchronize to their Outlook. This applies to either internal or external companies or branches.

#Login to SmartSimple using an account with {{GUA}} access.
#Navigate to view the companies (branches) that you would like to exchange contacts with. From the left navigation bar, under Communications, click '''Contacts'''.
#Click on '''Accounts''' on the menu bar at the top.
#You can search for particular companies by using the Account Search on the right side.
#Open the company record, typically by clicking on the company name from the list.
#Click '''Edit''' from the menu bar.
#Ensure that the Manager (Owner) field is set to your name.
#Click '''Save'''.

As a company can only have one owner (Manager), only one user can synchronize contacts in a given company in SmartSimple with their Outlook. 

==SmartSimple User Role Permissions==

Each user will only be able to synchronize contacts which possess [[roles]] that they have selected in their personal system settings. In order for the role list to appear in a user’s system settings, they must first be given the ability to set (assign) those roles. If a user has multiple roles, only one of their roles needs to be given this access.

#Login to SmartSimple using an account with {{GUA}} access.
#On the left navigation bar, under Configuration, click on [[Roles and Permissions]].
#In Role & Category Settings, click on User Roles.
#Click '''Edit''' for a role to which the user belongs.
#In the Role Permissions section, select all of the roles that include the contacts that you want to synchronize.
#Click '''Save'''.

==SmartSimple Outlook Synchronization Roles==

Users can set which roles will be used for synchronization.

#Login to SmartSimple using the account of the user you want to configure for Outlook Synchronization.
#Open the user’s profile either through a clicking on an icon or clicking on the user’s name at the top of the page.
#Click on '''[[User Settings|Settings]]''' then '''System'''.
#Scroll down the page until you see a section called Outlook Synchronization.
#If you have set the User Role Permissions properly (as above) then you will see a list of roles. Only the roles selected will be available for synchronization. 
#Check off roles you wish to enable for synchronization.
#Click '''Save'''.


[[Category:SmartSimple Microsoft Outlook Synchronization]]