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| − | ==How to Add Users and Contacts==
| + | #REDIRECT [[User#Adding 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 [[Application|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]].
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| − | 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.
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| − | The '''New User – Quick Entry for Duplication Check''' window is displayed.
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| − | [[Image:User.png]]
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| − | First name, last name, email address and phone number will be checked for duplicate entries.
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| − | If no potential duplicates are found, then the '''New User''' window is displayed.
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| − | [[Image:User2.png]]
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| − | The company address has been added to the contact.
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| − | ==Standard People Fields==
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| − | The standard fields used to describe a person are:
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| − | * '''First Name''' - First Name of the person.
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| − | * '''Last Name''' - Last Name of the person.
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| − | * '''Title''' - Business title of the person.
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| − | * '''Prefix/Suffix''' - Prefix and suffix of the contact.
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| − | * '''Phone/Extension''' - Direct line for the person and their extension.
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| − | * '''E-mail''' - E-mail address. An email address is required to allow a user to log into the system.
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| − | * '''Primary Contact''' - Check box to indicate if this person is the primary contact at the organisation.
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| − | * '''Organisation''' - The organisation to which this person should be associated. Changing the organisation will “move’ that person to another organisation.
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| − | * '''Address''' - Street of the person – if different from their organisation.
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| − | * '''Address 2''' - Additional address line
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| − | * '''City''' - City address of the person – if different from their organisation.
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| − | * '''Province''' - Province address of the person – if different from their organisation.
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| − | * '''Country''' - Country of the person – if different from their organisation.
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| − | * '''Postal''' - Postal code of the person – if different from their organisation.
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| − | 1. Complete the '''user details'''.
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| − | [[Image:User3.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:User4.png]]
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| − | <u>'''Extending the User Details'''</u>
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| − | Contact details are easily extended through the addition of [[Custom Field|custom fields]].
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| − | Once the profile is saved, you can add further information to the user profile.
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| − | ==User Duplicate Checking==
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| − | In this exercise, you will attempt to create a new [[User|user]] of the same name.
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| − | 1. Choose the '''New''', '''User''' [[Menu|menu]].
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| − | 2. Enter the same contact details.
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| − | The Possible Duplicates window is displayed.
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| − | [[Image:User5.png]]
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| − | Possible duplicates are displayed in chronological sequence from the most recently updated to the oldest.
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| − | This screen is used to:
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| − | '''Combine multiple contact records into a single record'''.
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| − | * Missing fields in the primary record are added in sequence from the other records.
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| − | * Activities and notes from all records are merged into the primary record.
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| − | * The Merged records are deleted.
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| − | '''Delete redundant records'''.
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| − | '''If the new record is actually different then you can continue and create the new record'''.
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| − | 3. Click on the [[User|user’s]] name to cancel the duplicate check and display the user record.
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| − | [[Category:System Management]][[Category:FAQ]][[Category:Contacts]]
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