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The personal settings control many aspects of a [[User|user's]] interaction with [[SmartSimple]].
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 & [[User Role]]s and Access * Pin Board [[Filters]]
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.
==Modifying your Personal Settings==:: [[File:Profile details.png|900px|border]]You are able to set the following values:
{| class="wikitable"|-||'''[http://www.smartsimple.com/DotOrg/flash/Managing_your_Personal_Settings_viewlet_swf.html View It Here]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.
You can change your profile through '''Note: '''Changing the [[Configuration Menu|Configuration]], Personal Settings [[Menu|menu]], or by clicking on your name in the top left corner of the screenorganization will "move" that person to another organization.
1. Click your name in the top left of the screenFor more information about creating organizations and associating users to organizations, see our [[Organization Hierarchy]] page.
The |-||'''View UserAddress''' window is displayed.||The street address of the person, if different from their organization
[[Image:Ps2.png]]|-||'''City'''||The city address of the person, if different from their organization
* |-||'''Country'''||The contact details are displayed at the top country of the screen. The following icons are to give quick access to key contact features. person, if different from their organization
[[Image:Ps1|-||'''State/Province'''||This will pop up depending on the '''Country '''that is chosen.png]]This will indicate the state or province of the person, if different from their organization
{| border="1"
|[[Image:WorkstationConfigurationIcon.png|link=|50px]]
|[[Image:ViewCompanyIcon.png|link=|50px]]
|[[Image:SearchInternetIcon.png|link=|50px]]
|[[Image:PrintPreviewIcon.png|link=|50px]]
|[[Image:PinBoardIcon.png|link=|50px]]
|[[Image:OrgChartIcon.png|link=|50px]]
|-
|Workstation Configuration|View Company'''Zip/Postal'''|Search Internet|Print Preview|Pin BoardThis 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 |Organization Chart
|}
'''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 At the bottom of the profile when you are in '''Edit '''mode will be three buttons: * '''Save Draft: '''Clicking this button will allow storage of this information ''without ''validation (i.e. of the mandatory standard fields) * '''Save: '''Clicking this button will store and publish this information ''depending ''on the validation * '''Set Password: '''Clicking this button will allow you to set the password for the user. ===Other Features of the Profile===The user profile will also have other notes and details: * [[Notes Overview|Notes]] are displayed to as a tab on the right of -hand menu.* Any [[Association Settings|associations]] that the contact has will also be displayed as a tab on the screenright-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. 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 ===Changing the User’s Company or Address===In order the change a user's primary '''EditOrganization, ''' tab to display the you can go into '''Profile EditMode '''on the user' windows profile and locate another company and associate the user with that company.
:: [[ImageFile:Ps3Changing user address.png|600px|border]] '''Note: '''If you add a [[User|user]]to a company after you have added the company address, the user's address will be set to the same details as the company.
You can set are able to copy the following values:organization address as the user address at any time with the down arrow icon to the right of the''' Organization''' field.
* '''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 :: [[UserFile:Use company address icon.png|user150px|border]] to log into the system. * Once you have either clicked the '''Prefix/SuffixSave ''' - Prefix and suffix of the contact.* or '''OrganisationSave Draft ''' - The organisation button after adding an organization to which this person should a user, there will also be associated. Changing the organisation will “move’ that person to another organisation.* a'''Street View Organization''' - Street of the person – if different from their organisation.* button next to the '''CityOrganization''' - City address of field in order to open up the person – if different from their organisation.* organization'''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 organisations [[profile]].
When adding organisations to the system it will assume that the organisation is in the country that you are locatedFor more information about user profiles, see our [[Profile]] page.
==Changing the User’s Company or AddressPassword==Clicking on the '''Password '''function from your profile menu will open a modal window that looks like this:
If you wish to change the company that :: [[File:Change password.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]] is associated with you to access a [[SmartSimple]] [[instance]] - no user or administrator can click ever see another user's password in the '''Lookup''' buttonsystem. For more information, locate another company and associate the see our [[User|userPassword Policy]] with that companypage.
[[Image:Ps4.png]] If you add a [[User|user]] In order to change your password from the Personal Settings tab, simply type in your current password, type and retype a company after you have added the company addressnew password, the [[User|user’s]] address will be set the same as the companyand click the '''Submit '''button.
If you set There will be a policy note at the bottom of the modal window that describes the company name after adding a [[User|user]], required complexity of your password before you can use the “Use Company Name” button to copy the company address to submit a new one into the [[User|user]] addresssystem.
[[Image<pre> Remember:Ps5.png]]Passwords are case-sensitive! </pre> ==Additional User Settings== If you are a SysAdmin, you are able to determine the complexity of passwords and security measures concerning passwords by following these steps:
You need to click back to 1. Click on the View/Edit user to see these settings.* [[Password]] – use this 9-square 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 icon on the type top right 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 candidateyour page.
==Optional User :: {{Icon-Menu}} 2. Under the heading '''Configuration, '''select '''Global Settings==.'''
Two additional items may be displayed on the [[Menu|menu]], depending on applications enabled3.* Under the tab '''FolderSecurity, ''' – this menu will be displayed if the Applicant Tracking System (ATS) is enabled, and is used to “convert” a contact into a candidate.* select '''ResourcePassword and Activation Policies.''' – this menu will be displayed if the Resource Tracking features are enabled and are used to set resource costs.
==Changing Your PasswordSystem==Clicking on the '''System '''option from your profile menu will open up a modal window that allows you to personalize and select the display settings of your use of the [[SmartSimple]] system.
All :: [[PasswordFile:System settings.png|passwords]] are randomly generated and sent by e-mail when the [[Administrator900px|administratorborder]] first authorizes The '''Security '''tab in this page will generate a user to access SmartSimple – no user TOTP (or administratorTime-based One-Time Password) can ever see another user’s password in the systemsecret key and QR code.
1:: [[File:System display settings. Click the png|900px|border]]The '''SettingsDisplay ''', [[Password]] [[Menu|menu]]tab in this page will allow you to modify the display views of the system.You can perform the following functions:
* Enable incoming [[Image:Ps14.pngUsing 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 2. Type your current * Determine the amount of [[PasswordList Views Overview|passwordlist 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
3. Type your new :: [[PasswordFile:System regional settings.png|600px|passwordborder]]The '''Regional '''tab will allow you to modify certain features of the system settings based on regionally-based constrictions.
4. Retype your new [[Password|password]].You can modify the following options:
5. Click the * '''SubmitLanguage'''* '''Input Date Format'''* '''Display Short Date Format'''* '''Display Long Date Format'''* '''Display Time Format'''* '''Time Zone'''* '''Home Currency'''* '''Numeric Decimal Separator'''* '''Numeric Thousands Separator''' button.
[[Image:Ps15<pre> It is always best practice to ensure a specific, appropriate, and correct regional time-zone settings, particularly if your company works in applications that maintain deadlines.png]] '''Remember passwords are case sensitive!'''</pre>
Your password is changed:: [[File:System other settings.png|450px|border]]The '''Other '''tab allows you to set '''Default Settings '''regarding new [[User|users]] and [[Organization|organizations]]. You are able to select a company or role that all users will be organized into, and/or select the parent company and [[Client Categories|category]] that new organizations will be sorted into. This structure pertains to the [[Organization hierarchy|organization hierarchy]] that every [[SmartSimple]] [[instance]] has as its base architecture. You are able to use '''XML '''import to set a common [[Profile]] template such as for CVs.
==Requesting a New PasswordRoles and Access==Selecting 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.
If you forget your :: [[PasswordFile:Roles and access.png|800px|passwordborder]] Here you can request a new password be sent to your e-mail address from the set an access type, enable '''[[Global User Administrator|System Administrator]] '''privileges, set '''Loginrestrictions, ''' and add, remove or modify [[User Role|roles]]. You are also able to set a [[Password|pasword]] from the Roles and Access screen.
1For more information, see [[User#From Their Profile|Activating a User]]. Click the '''Forget your password''' link on the Login windowTo understand our role-based security with more in-depth detail, please see [[Roles and Security Settings]].
[[Image:Ps.16.png]]==Filters== The Clicking on the '''Request PasswordFilters ''' option from your profile menu will open up a modal window is displayedthat displays all of the system's [[Filters]] used for [[List Views Overview|List View displays]] as well as for [[Advanced Search|Search functionality]].
2:: [[File:Filters list. Type your e-mail address – including png|800px|border]]You are able to toggle the domain.list view so that it displays all the associated filters for the following:
3. Click the * '''SendBranch and Organization'''* '''Staff and Contact'''* '''Transactions'''* '''{{UTA}}s ''' button.
You Clicking on the '''Name '''of each filter will receive an eopen up another modal window that allows you to edit the filter -mail with a new passwordit displays the name, the public or private nature of the filter, and the actual criterion included in the filter.
==Setting your Home PageActions from Profile Menu==Underneath the '''Settings '''of the profile menu are also '''Actions '''that you can perform:
You can set :: [[File:Other actions profile.png|250px|border]]===Notifications===Check your notifications at any time, with the first page you will see when you log into ability to limit your results to certain time periods by selecting the systemdates on a calendar.
1. Select the ===Request Screen Share===This will open up a modal window that shows which users also in your [[:Category:Communications|Communicationsinstance]]are currently online, Pin board [[Menu|menu]]whom you can then request to share your screen with for collaboration.
2. Click the ===Set as Homepage===Selecting this button will make the '''Set Homecurrent ''' buttonpage you are on the default page that you 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.
You can return to ===Logout===Clicking this page at any time by clicking the '''My Home''' buttonwill log you out of your SmartSimple session.
==See Also==
* [[System Settings]]
* [[User]]
* [[Roles and Security Settings]]
[[Category:System Management]][[Category:View It]]