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=Overview=[[Configuration ChecklistSmartSimple]]==is a cloud-based platform that prides itself on its total flexibility; we have highly configurable options for almost every part of our system, so that you can easily tailor your [[instance]] to your company's direct needs as well as your personal preferences. This page will bring you through the general chronological steps for configuring a SmartSimple instance. By the end of it, you will have built the foundations for a system that is designed for your unique business aims.
{| class=="wikitable"|-||'''Configuration Organization Settings'''||Set a [[Branding|colour scheme]], [[License definition|licensing]], [[Backup Server and Testing Instance|backup instance]] and customized [[Organization Terminology|terminology]].|-||'''Custom Fields'''||If required, define the [[Custom Fields]] required for your organizations. These are fields that you might need to accurately reflect your business, but go beyond the standard '''Name, Phone Number, Address '''etc. |-||'''[[Internal]] and [[External]] Organization Information'''||Create or import organization information for the organizations in your system's [[Organization hierarchy|organization hierarchy]]. |-||'''[[Global SettingsUser Role|Roles]]=='''||Define the roles that people play in your business.
:: [[File:Branding.png|700px|border]]
=====Colors & Styles=====
You have the freedom to adjust the colours and style choices of fonts in your system. All colour settings will affect all users: What a {{GUA}} sees will be the same colours that an applicant sees.
See [[Branding#Colors & Styles|Colors & Styles]] for more.
=====Login Pages=====
=====Logo, Header, Web Alias and Email Domain=====
=====Terminology=====
==[[Using the Colour Picker]]==
Colours are selected by clicking the colour palette icon to the right of the colour box.
The colour pallet is displayed.
:: [[File:html font colour.png|300px|border]]
If you need to match colours exactly with your organisation web site, you can view the HTML source of your organisation web page and find the hex codes for “colour”.
Alternatively, you can use a program such as Photoshop to “sample” an image and determine the correct colour.
==[[Login Screen Content]]==
You can further “brand” the login page by creating your own login page.
The Login screen content is displayed.
2. Modify the content as required.
<u>'''Title Type'''</u>
The Title Type defines whether text or a login should be displayed in the top left corner of the main window. [[Image:Glob8.png]]
When the organisation first registers, the title text displayed on the top left of the [[SmartSimple]] page is set to the organisation name.
This setting is used to upload and display a logo, or other image files that you may wish to display on the login page, and in the top left corner of the [[SmartSimple]] main window.
For the best presentation, this image should be pre-sized to '''133 by 46 pixels'''.
If you need to resize the image you can use a program such as '''Adobe Photoshop''' that allows you to set an exact height and width in pixels.
You can define alternative text to be displayed on the login page, and in the top left corner of the SmartSimple main window as an alternate to the image.
==[[Database and File Storage Status|Storage Summary]]==
:: [[File:Storage summary1.png|900px|border]]
This section displays the current number of Branches ([[Internal|internal]]), Accounts ([[External|external]]), Users ([[Internal|internal]]) and Contact ([[External|external]]) in this [[Instance|instance]] of [[SmartSimple]].
A list of deleted companies/accounts, users/contacts is also displayed. You can review the deleted companies or contacts by clicking on the word “deleted”.
You can then review the list and either restore one or more contact, or purge (permanently delete) from the system.
The total storage used by the instance is calculated by clicking the Re-calculate Storage button.
==[[Security Settings]]==
These setting are used to control system security.
==[[Password Policy]]==
[[Password Policy]] is used to control the length and complexity of passwords, the number of retries that the [[User|user]] is allowed, and the lockout time for the account if they exceed the number of retries.
1. Click the '''Password PolicyAnd Activation Policies''' link.
The '''Password Policy''' window is displayed.
The following password settings are available:
'''Complexity''' – the level of complexity required in the [[Password|password]], the options are:
* '''No Restriction''' – any character can be used. This is the default.
* '''Alpha Only''' – only letters can be used.
* '''Alpha & Numeric''' – letters and numbers must be used in the password.
* '''Alpha & Numeric & Special characters''' – letters, numbers and special characters must be used. The following special characters are allowed:
~ ! @ # $ % ^ & * ( ) { } [ ] ; : ' " < > ?
If you enable special characters, the special character list will be displayed to the user when they change their password.
'''Intruder Lockout Settings''' – these settings determine the actions that should be taken if someone attempts to log into your copy of [[SmartSimple]].
* Number of Attempts''' – the number of attempts to log in with an account before the account is locked.
* Lockout Duration''' – the duration of the account lockout. The [[User|user]] will not be able to log in during this period. Period can be set to 5 minutes, 15 minutes, 30 minutes, 1 hour, 3 hours, 12 hours, 24 hours or forever (until unlocked by [[Administrator|administrator]]).
'''Intruder Email Alert''' – these settings define who should be informed by email if an intruder alert is detected.
* '''Email From''' – the “from” address for the email. If you do not set this value, the address: '''support@smartsimple.com''' will be used.
* '''Email To''' – select the [[Internal|internal]] person to receive the email.
* '''Subject''' – the subject of the email. See below for the variables that you can use in the subject.
* '''Body''' – the body of the alert email. See below for the variables that you can use in the body.
'''Intruder Alert Email Variables ''' – because the [[User|user]] in not logged into the system the amount of information available is limited to IP Address '''@ip@''', the attempted username '''@username@''' and time '''@time@'''. ==[[Intruder Log]]==
==[[Login & Security Settings|Intruder Log]]==
The '''View Log''' tab is used to access the '''Intruder Alert''' log.
2. Click the '''View Log''' tab.
[[Image:Glob13.png]]
* The list can be sorted by clicking the column title.
* You can filter the list by [[Username|username]], year, and month.
The '''View Locked Users''' link will display all currently locked [[User|users]].
==[[User Email Templates]]==
This '''organisation settings''' page is also used to manage content for the '''default new user''' and '''request password''' emails.
:: [[File:Password email template.png|800px|border]]
:
:* The '''New User''' email message is sent to a [[User|user]] when you enable their access to SmartSimple for the first time.
:* The '''Request Password''' email message is sent to a [[User|user]] when they request a new [[Password|password]] from the login page, or when you reset a [[User|user’s]] password in the user details page.
You can alter the text as required.
==[[Enable SSL (Secure Socket Layer)]]==
Secure Socket Layer ([[SSL]]) is an industry standard encryption technique that encrypts all the information transmitted between the user’s [[Browser|browser]] and the [[SmartSimple]] server.
Anyone intercepting this information over the Internet would be unable to decrypt the information.
1. Click the '''Enable SSL''' check box. [[Image:Glob15.png]]
If your organisation is using a dedicated [[SmartSimple]] Server, you will need to purchase an SSL certification for this feature to function.
If you are using a SmartSimple server, then you can enable this feature at any time.
==[[Login & Security Settings#Web Alias|Setting the Web Alias]]==
The web [[Alias|alias]] defines the prefix to your copy of [[SmartSimple]].
2. Set the '''Web Alias''' as required.
The Web Alias should be set before other [[User|users]] begin to use the system.
==[[Setting an E-mail Domain]]==
Setting the organisation e-mail domain lets [[User|users]] from your organisation domain log in without keying their entire e-mail address.
3. Set the '''Email Domain''' as required.
Users of the system that are not in your email domain must use their full email address to log into [[SmartSimple]].
==[[Session Timeout]]==
The session timeout feature will automatically log out any [[User|user]] if their session remains inactive for the defined number of minutes.
This feature supports sharing information between [[Instance|instances]] of [[SmartSimple]].
[[Image:Glob20.png]] ==[[User Company & Account Settings|Company & Contact Account Settings]]== :: [[File:Organization settings.png|850px|border]]: :* '''User Branch Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] [[User|users]]companies.:* '''Contact Account Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contactscompanies.:* '''Default User Settingsand Contact Signup Pages''' – the default system settings that will be set for each new used to manage [[UserExternal|userexternal]] or contactweb pages where people can register as contacts.:* '''Disable Pre-load People ListBranch and Account Signup Pages''' – this option is used to improve performance when you have in excess of 50,000 contacts in your copy of manage [[SmartSimpleExternal|external]]. Enabling this option will disable the display of contacts in all '''Search People''' web pageswhere companies can register.:* '''Enforce HomepageCompany Parent''' - you can force all [[User|users]] to enables the display of a parent organisation in the same web page when they first log into list views throughout the system. This feature is useful if the organisations you have customers using the system deal with are subsidiaries, and want you need to present them with some specific information such as your own organisation web sitebe aware of the parent organisations.:* '''HomepageResources''' – specifies a web page to be used displays the company resource tab, only required when using job costing.:* '''NAIC Codes''' - the '''North American Industry Classification System''' (NAICS, pronounced Nakes) was developed as the homepagestandard for use by US, Canadian, and Mexican agencies in classifying business establishments. Enable this setting if you wish to track organisations by NAIC codes. You can set two codes for each organisation, a primary and secondary code.[[Image:Glob22.png]]:* '''LanguageDisplay UTA Items''' – displays tracking items from the default language for all new [[User|usersUniversal Tracking Application]]associated as a set of tabs on the company record.
==[[User & Contact Settings|User & Contact Settings]]==
:: [[File:User settings.png|850px|border]]
:
:* '''User Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] [[User|users]].
:* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts.
:* '''Default User Settings''' – the default system settings that will be set for each new [[User|user]] or contact.
:* '''Disable Pre-load People List''' – this option is used to improve performance when you have in excess of 50,000 contacts in your copy of [[SmartSimple]]. Enabling this option will disable the display of contacts in all '''Search People''' pages.
:* '''Enforce Homepage''' - you can force all [[User|users]] to the same web page when they first log into the system. This feature is useful if you have customers using the system and want to present them with some specific information such as your own organisation web site.
:* '''Homepage''' – specifies a web page to be used as the homepage.
:* '''Language''' – the default language for all new [[User|users]].
Checking this box does not override the home page setting for each [[User|user]], but simply defines the first page they will see when logging in.
==[[Default User Settings]]==
The default user setting options provide you with a way of controlling the setting each [[User|user]] will have when they first log into the system. We recommend that you set these values before setting up any additional users.
1. Click the '''Default User Settings''' link.
You can set the following values:
:* '''Left Navigation Style''' – choose '''Static''' for [[Menu|menus]] that don’t expand or dynamic for [[Menu|menus]] that open and close.:* '''UTA Tabs''' – used to control the presentation of tabbed fields when the [[Universal Tracking Application]] is used.:* '''Font Size''' – choose a larger font size for your view of the system.:* '''Number of Records Per page''' – defines the number of records per page you wish to see when information is displayed as a list. You can choose 20, 40, 60, 80 or 100.:* '''Text Editor''' – enables and disables the Rich Text/HTML Editor.:* '''Publish Pin Board''' – make your personal Pin board visible to other people.:* '''List View Thumbnail Size''' – determines the size of images in reports.<u>'''Default User – Regional Settings'''</u>
:* '''Input Date Format''' – the individual [[User|user’s]] preferred entry format for date time values.
:* '''Input Short Date Time Format''' – the individual [[User|user’s]] preferred short display format for date time values.
:* '''Input Long Date Time Format''' – the individual [[User|user’s]] preferred link format for date time values.
:* '''Time Difference''' – used to set your local time.
:* '''Home Currency''' – the default currency for this [[User|user]]. This currency will be referenced in applications such as [[Sales Tracking]] and Expense Tracking. This currency will be assumed to be the default currency for this user.
:* '''Language''' – the language that you wish to use. Currently you can select from seven languages.
:* '''Internet Map Service''' – determines the Internet service you wish to use when displaying maps.
1. Click the [[Global Settings]] tab to return to the [[Global Settings]] page.
==[[Association Settings]]==
These settings provide the ability to link the same person to any number of organisations.
==[[People Online Settings]]==
These settings control the fields displayed when you mouse over [[User|users]] listed in the people online.
[[Image:Glob26.png]]
==[[SmartFolder Settings]]==
These settings are only displayed when you enable the [[Smart Folder]] application.
[[Image:Glob27.png]]
==[[Organisational Terminology]]==
You can define specific terminology for some basic [[SmartSimple]] objects.
[[Image:Glob28.png]]
These terms relate to both [[Internal|internal]] and [[External|external]] “organisations” – singular and plural and internal and external “users” – singular and plural.
These settings define the accepted formats for phone numbers of varying length.
==See Also==
:* [[Configuration mode]]
:* [[Custom fields]]
[[Category:System Management]][[Category:Global Settings]]