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| − | '''[http://www.smartsimple.com/DotOrg/flash/Adding_Contacts_to_SmartSimple_viewlet_swf.html View It Here]'''
| + | #REDIRECT [[How to Add Users and Contacts]] |
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| − | ==How to Add Users and Contacts==
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| − | You can add people to the [[Organisation Hierarchy|organisational hierarchy]] using any of the following techniques:
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| − | * Manually entering contacts.
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| − | * Uploading in bulk through '''Import wizards'''.
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| − | * Uploading in bulk through [[Autoloader]].
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| − | * Enabling one or more company [[Sign-Up Pages|sign up pages]].
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| − | * Importing contacts from Microsoft Outlook using the [[SmartSimple Outlook Synchronization|Outlook Plug-in]] feature.
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| − | * Importing using the API functionality and a custom program that your organisation could create.
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| − | ==Users Versus Contacts==
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| − | * If you enable the login feature when adding people, they will be able to log into the system and you can consider then “users”, otherwise they are simply contacts.
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| − | * When you add people that you wish to use the system, you can choose to send each person an e-mail containing their [[Username|username]], [[Password|password]], and the [[URL]] (link) to access your copy of [[SmartSimple]].
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| − | * As part of the contact setup process, you assign people "roles" to define their access to system resources such as applications, folders, calendars, or discussions. Peoples' [[Role|roles]] also control the interface that they will see when they log into your copy of [[SmartSimple]].
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| − | ==Manually adding Users==
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| − | People are always added to some “level’ of the [[Hierarchy|hierarchy]], so when you wish to add a new person you must first select the appropriate organisational level.
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| − | 1. Click the '''Company''', [[Internal]] Users [[Menu|menu]]. The original person is displayed directly under the "root" organisation name. If you wish to add a new person to the root you click on the root organisation link.
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| − | 2. Click the organisation to which you wish to add the person.
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| − | 3. Click the '''New''', [[User]] [[Menu|menu]].
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| − | The '''New User – Quick Entry for Duplication Check''' window is displayed.
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| − | [[Image:Addc.png]]
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| − | First name, last name, email address and phone number will be checked for duplicate entries.
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| − | :'''Note:''' you can define the Duplicate Checking Criteria via the [[Global Settings]] page.
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| − | If no potential duplicates are found, then the '''New User''' window is displayed.
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| − | [[Image:Addc2.png]]
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| − | The company address has been added to the contact.
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| − | 1. Complete the [[User|user]] details.
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| − | [[Image:Addc3.png]]
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| − | 2. Click the '''Save''' button.
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| − | Note that new menu items are enabled for the [[User|user]].
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| − | 3. Click the '''View User''' [[Menu|menu]].
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| − | [[Image:Addc4.png]]
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| − | [[Category:System Management]][[Category:View It]][[Category:Contacts]]
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