The personal settings control many aspects of a [[User|user's]] interaction with [[SmartSimple]].{{Banner-UnderConstruction}}
Your personal settings consist of the following:
=Overview=The '''Personal Settings '''of a user's profile will control several key aspects of the [[User|user's]] interaction with their [[SmartSimple]] system. In order to access your personal settings, simply click the icon of your name on the top right corner of the screen. :: [[File:Personal settings.png|300px|border]]The '''Personal Settings '''of a user's profile will control many aspect of the [[User|user]]'s interaction with their [[SmartSimple]] system. Your personal settings consist of the following: * Contact details * User System Settings
* [[Password]]
* [[Filters]] User System Setting* [[Roles & AccessUser Role]] s and Access* [[Pin BoardFilters]]
The following items may appear depending on your configuration:
* Folder * Resource =Configuration - Essentials===Profile=====Editing Profile===In order to edit your profile, simply click on the '''Profile '''link from that menu. Your details will be displayed. To edit the text of fields associated with your profile, click the '''Edit '''button at the top. Your screen will reload into '''Edit Mode '''- the fields will be able to be modified and the button at the top should now say '''View '''in order to switch back into '''read only '''viewing. :: [[File:Profile details.png|900px|border]]You are able to set the following values: {| class="wikitable"|-||'''First Name'''||First name of the person|-||'''Last Name'''||Last name of the person|-||'''Title'''||The business title of the person|-||'''Prefix'''||Prefix of the contact|-||'''Suffix'''||Suffix of the contact|-||'''Office Telephone'''||The phone number of the person's office|-||'''Office Extension'''||The direct extension that will enable calling the person|-||'''Email'''||The email address of the person|-||'''Primary Contact'''||Check this if this person should be displayed as the primary contact for their associated organization|-||'''Profile Image'''||Upload a profile image to accompany this person's profile|-||'''Organization'''||Select which organization to which this person should be associated. '''Note: '''Changing the organization will "move" that person to another organization. For more information about creating organizations and associating users to organizations, see our [[Organization Hierarchy]] page. |-||'''Address'''||The street address of the person, if different from their organization |-||'''City'''||The city address of the person, if different from their organization |-||'''Country'''||The country of the person, if different from their organization |-||'''State/Province'''||This will pop up depending on the '''Country '''that is chosen. This will indicate the state or province of the person, if different from their organization |-||'''Zip/Postal'''||This field will differ depending on the '''Country '''that is chosen - this will indicate the zip or postal code of the person, if different from their organization |}'''Note: '''Any field that has been configured with a red asterisk next to it is ''mandatory ''and must be filled out in order to publish the person's profile. <br />Fields that are auto-populated include the following: * '''Created Date: '''The date and time stamp that the person was initially created into the [[SmartSimple]] system* '''Last Updated: '''The date and time stamp of the last person that this person's profile was updated* '''Created By: '''The name of the user who created this person* '''Updated By: '''The name of the user who last updated this person's profile
==Modifying your Personal Settings==
At the bottom of the profile when you are in '''[http://smartsimple.com/files/113/f102251/Managing_your_Personal_Settings_viewlet_swf.html View It Here]Edit '''mode will be three buttons:
You can change your profile through * '''Save Draft: '''Clicking this button will allow storage of this information ''without ''validation (i.e. of the [[Configuration Menu|Configuration]], Personal Settings [[Menu|menu]], or by clicking mandatory standard fields) * '''Save: '''Clicking this button will store and publish this information ''depending ''on your name in the top left corner of validation * '''Set Password: '''Clicking this button will allow you to set the password for the screenuser.
1. Click your name in the top left ===Other Features of the screen.Profile===The user profile will also have other notes and details:
The '''View User''' window is * [[Notes Overview|Notes]] are displayedas a tab on the right-hand menu.* Any [[Association Settings|associations]] that the contact has will also be displayed as a tab on the right-hand menu. * 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.
[[Image:G54===Changing the User’s Company or Address===In order the change a user's primary '''Organization, '''you can go into '''Edit Mode '''on the user's profile and locate another company and associate the user with that company.jpg]]
* The contact details are displayed at :: [[File:Changing user address.png|600px|border]] '''Note: '''If you add a [[User|user]] to a company after you have added the top of company address, the screen. The following icons are user's address will be set to give quick access to key contact featuresthe same details as the company.
Image:G55.jpg - SYou are able to copy the organization address as the user address at any time with the down arrow icon to the right of the'''earch InternetOrganization'''field.
Image:G56: [[File:Use company address icon.jpg - png|150px|border]] Once you have either clicked the '''Save '''or '''Save Draft '''button after adding an organization to a user, there will also be a''' View Organization'Organisation''button next to the '''Organization''' field in order to open up the organization's [[profile]].
Image:G57For more information about user profiles, see our [[Profile]] page.jpg - '''Organisation Chart'''
Image:G58.jpg - ==Password==Clicking on the '''Pin BoardPassword ''' (If enabled by user)function from your profile menu will open a modal window that looks like this:
Image:G59: [[File:Change password.jpg png|800px|border]]All [[Password|passwords]] are randomly generated and sent by email when the [[Global User Administrator|System Administrator]] first authorizes a [[User|user]] to access a [[SmartSimple]] [[instance]] - no user or administrator can ever see another user'''Address Map''' (If enabled s password in your profile)the system. For more information, see our [[Password Policy]] page.
Image:G60.jpg - In order to change your password from the Personal Settings tab, simply type in your current password, type and retype a new password, and click the '''Print PreviewSubmit '''button.
* Notes are displayed to There will be a policy note at the right bottom of the screen. * Activity information modal window that describes the required complexity of your password before 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 can submit a new one into the configuration that you establishsystem.
With <pre> Remember: Passwords are case-sensitive! </pre> If you are a SysAdmin, you are able to determine the exception of specific fields added to different types complexity of people, this is the same screen used for every contact within SmartSimple.passwords and security measures concerning passwords by following these steps:
21. Click on the Edit tab to display 9-square menu icon on the Profile Edit windowtop right of your page.
Image:G61: {{Icon-Menu}} 2. Under the heading '''Configuration, '''select '''Global Settings.jpg'''
You can set the following values:3. Under the tab '''Security, '''select '''Password and Activation Policies.'''
* First Name - First Name of the person.==System== * Last Name - Last Name of Clicking on 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 '''System '''option from your profile menu will open up a user modal window that allows you to log into the system. * Prefix/Suffix - Prefix personalize 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 select the person – if different from their organisation. * City - City address display settings of the person – if different from their organisation. * Province - State address your use 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[[SmartSimple]] system.
When adding organisations to the system it will assume that the organisation is in the country that you are located:: [[File:System settings.[editpng|900px|border]]Additional Personal SettingsThe '''Security '''tab in this page will generate a TOTP (Time-based One-Time Password) secret key and QR code.
Additional personal :: [[File:System display settings are accessed through .png|900px|border]]The '''Display '''tab in this page will allow you to modify the Setting tabdisplay views of the system.You can perform the following functions:
Image:G62.jpg* Enable incoming [[Using Instant Messaging|Instant Messages]] to automatically open * Open records within other records in a modal window that won't disrupt you from your main page * Enable Translation Audit Mode * Determine the amount of [[List Views Overview|list view]] records per page* Auto complete number of records that are displays* Set a default/automatic email '''From Address '''that will be used when you send anything from your system
1:: [[File:System regional settings. Click png|600px|border]]The '''Regional '''tab will allow you to modify certain features of the system settings based on the Settings System menuregionally-based constrictions.
The User Settings page is displayed.You can modify the following options:
Image:G63.jpg* '''Language'''* '''Input Date Format'''* '''Display Short Date Format'''* '''Display Long Date Format'''* '''Display Time Format'''* '''Time Zone'''* '''Home Currency'''* '''Numeric Decimal Separator'''* '''Numeric Thousands Separator'''
Use this page <pre> It is always best practice to set the following values:[edit]General Settingsensure a specific, appropriate, and correct regional time-zone settings, particularly if your company works in applications that maintain deadlines. </pre>
* Left Navigation Style – choose Static for menus that don’t expand or dynamic for menus that open and close:: [[File:System other settings.png|450px|border]] * Font Size – choose a larger font size for your view of the system. * Instant Messaging Audio Notification – defines the type of audio notification for incoming instant messaging. * Text Editor – enables The '''Other '''tab allows you to set '''Default Settings '''regarding new [[User|users]] and disables the Rich Text/HTML Editor[[Organization|organizations]]. * Number of Records Per page – defines the number of records per page you wish You are able to see when information is displayed as select a list. You can choose 20company or role that all users will be organized into, 40, 60, 80 and/or 100select the parent company and [[Client Categories|category]] that new organizations will be sorted into. * Publish Pin board – make your personal Pin board visible This structure pertains to other people. * List View Thumbnail Size – determines the size of images in reports[[Organization hierarchy|organization hierarchy]] that every [[SmartSimple]] [[instance]] has as its base architecture. * Discussion Alias – an anonymous name you wish You are able to use when posting use '''XML '''import to SmartSimple discussions that are enabled set a common [[Profile]] template such as for public accessCVs.
[edit]==Roles and Access==Regional SettingsSelecting the '''Roles and Access '''option from your profile menu will open up a modal window that allows you to change your role and accessibility into the system.
* Input Date Time Format – the individual users preferred entry format for date time values. * Input Date Time Format – the individual users preferred short display format for date time values. * Input Date Time Format – the individual users preferred link format for date time values. * Time Difference in Hour – the individual users timezone adjustment. * Home Currency – the default currency for this user. This currency will be referenced in applications such as Sales Tracking :: [[File:Roles and Expense Tracking. This currency will be assumed to be the default currency for this useraccess.png|800px|border]] * Default Language – the language that you wish to use. Currently Here you can select from seven languages. * Default New set an access type, enable '''[[Global User Administrator|System Administrator]] '''privileges, set '''Login restrictions, '''and add, remove or modify [[User Role – determines the “type” of person that you most frequently will be adding to the system|roles]]. This feature ensures that the correct fields You are displayed for also able to set a new contact specific to your needs. * Internet Map Service – determines [[Password|pasword]] from the Internet service you wish to use when displaying mapsRoles and Access screen.
If you enable the Internet Map featureFor more information, then the Map icon will be displayed next to each addresssee [[User#From Their Profile|Activating a User]].To understand our role-based security with more in-depth detail, please see [[editRoles and Security Settings]Wireless Settings].
* Wireless Login ID – the pass code you must use to access SmartSimple using your cell phone or other wireless devices.==Filters== * To access SmartSimple via Clicking on the '''Filters '''option from your web enabled cell phone or personal digital assistant go to http://youralias.smartsimpleprofile menu will open up a modal window that displays all of the system's [[Filters]] used for [[List Views Overview|List View displays]] as well as for [[Advanced Search|Search functionality]].com/wml/
:: [edit[File:Filters list.png|800px|border]]Additional User SettingsYou are able to toggle the list view so that it displays all the associated filters for the following:
There are additional menus displayed on the Setting menu:* '''Branch and Organization'''* '''Staff and Contact'''* '''Transactions'''* '''{{UTA}}s '''
* Password – use this menu to change your password. * Filters – use this menu to manage filters Clicking on the '''Name '''of each filter will open up another modal window that allows you can create and use in Sales and Applicant Tracking. * Roles and Access – roles are used to determine edit the filter - it displays the name, the type public or private nature of information that you need to gather from different groups of people. For examplethe filter, an HR candidate will need to supply different information to a recruiter candidateand the actual criterion included in the filter.
Two additional items will be displayed on ==Actions from Profile Menu==Underneath the '''Settings '''of the profile menu depending on applications enabledare also '''Actions '''that you can perform:
* Folder – this menu will be displayed if the Applicant Tracking System (ATS) is enabled, and is used to “convert” a contact into a candidate:: [[File:Other actions profile.png|250px|border]]===Notifications=== * Resource – this menu will be displayed if Check your notifications at any time, with the Resource Tracking features are enabled and are used ability to set resource costslimit your results to certain time periods by selecting the dates on a calendar.
===Request Screen Share===This will open up a modal window that shows which users also in your [edit[instance]Setting ] are currently online, whom you can then request to share your Home Pagescreen with for collaboration.
You can set ===Set as Homepage===Selecting this button will make the '''current '''page you are on the first default page that you will see when you log into the system; this is customizable and unique per user but allows a handy way to give [[User Role|role-based]] users exactly the information they should be seeing for their home page.
1. Select Communications, Pin board menu===Logout===Clicking this will log you out of your SmartSimple session.
2. Click the Set Home button.==See Also==* [[System Settings]]* [[User]]* [[Roles and Security Settings]]
You can return to this page at any time by clicking the My Home button.[[Category:System Management]]
