Difference between revisions of "Personal Settings"

Revision as of 12:30, 26 August 2013

The personal settings control many aspects of a user's interaction with SmartSimple.

Your personal settings consist of the following:

• Contact details
• User System Settings
• Password
• Filters
• Roles & Access
• Pin Board

The following items may appear depending on your configuration:

• Folder
• Resource

Modifying your Personal Settings

View It Here

You can change your profile through the Configuration, Personal Settings menu, or by clicking on your name in the top left corner of the screen.

1. Click your name in the top left of the screen.

The View User window is displayed.

• The contact details are displayed at the top of the screen. The following icons are to give quick access to key contact features.

• Notes are displayed to the right of the screen.
• Activity information that you have recorded or participated in such as meetings, telephones calls and email messages, are displayed below your personal details.
• A number of additional tabs will be displayed depending on the configuration that you establish.

With the exception of specific fields added to different types of people, this is the same screen used for every contact within SmartSimple.

2. Click the Edit tab to display the Profile Edit window.

You can set the following values:

• First Name - First Name of the person.
• Last Name - Last Name of the person.
• Title - Business title of the person.
• Phone/Extension - Direct line for the person and their extension.
• E-mail Address - An email address is required to allow a user to log into the system.
• Prefix/Suffix - Prefix and suffix of the contact.
• Organisation - The organisation to which this person should be associated. Changing the organisation will “move’ that person to another organisation.
• Street - Street of the person – if different from their organisation.
• City - City address of the person – if different from their organisation.
• Province - State address of the person – if different from their organisation.
• Country - Country of the person – if different from their organisation.
• Postal - Postal code of the person – if different from their organisation.
• Primary Contact - Indicates if this person should be displayed as the primary contact for the associated organisation.

When adding organisations to the system it will assume that the organisation is in the country that you are located.

Changing the User’s Company or Address

If you wish to change the company that the user is associated with you can click the Lookup button, locate another company and associate the user with that company.

If you add a user to a company after you have added the company address, the user’s address will be set the same as the company.

If you set the company name after adding a user, you can use the “Use Company Name” button to copy the company address to the user address.

Additional User Settings

You need to click back to the View/Edit user to see these settings.

• Password – use this menu to change your password.
• Filters – use this menu to manage filters that you can create and use in Sales and Applicant Tracking.
• Roles and Access – roles are used to determine the type of information that you need to gather from different groups of people. For example, an HR candidate will need to supply different information to a recruiter candidate.

Optional User Settings

Two additional items may be displayed on the menu, depending on applications enabled.

• Folder – this menu will be displayed if the Applicant Tracking System (ATS) is enabled, and is used to “convert” a contact into a candidate.
• Resource – this menu will be displayed if the Resource Tracking features are enabled and are used to set resource costs.

Changing Your Password

All passwords are randomly generated and sent by e-mail when the administrator first authorizes a user to access SmartSimple – no user (or administrator) can ever see another user’s password in the system.

1. Click the Settings, Password menu.

2. Type your current password.

3. Type your new password.

4. Retype your new password.

5. Click the Submit button.

Remember passwords are case sensitive!

Your password is changed.

Requesting a New Password

If you forget your password you can request a new password be sent to your e-mail address from the Login screen.

1. Click the Forget your password link on the Login window.

The Request Password window is displayed.

2. Type your e-mail address – including the domain.

3. Click the Send button.

You will receive an e-mail with a new password.

Setting your Home Page

You can set the first page you will see when you log into the system.

1. Select the Communications, Pin board menu.

2. Click the Set Home button.

You can return to this page at any time by clicking the My Home button.

See Also

• System Settings