Difference between revisions of "Contact"
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| − | A contact is record representing a single person associated with any external organization. | + | A contact is record representing a single person associated with any external [[organization]]. |
* If you use the Enable login feature when adding contacts, they will be able to log into the system and you can consider them “users”, otherwise you can consider them as simply contacts. | * If you use the Enable login feature when adding contacts, they will be able to log into the system and you can consider them “users”, otherwise you can consider them as simply contacts. | ||
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* When you add contacts that you wish to access SmartSimple, you can choose to send each person an e-mail containing their username, password, and the URL (link) to access your instance of SmartSimple. | * When you add contacts that you wish to access SmartSimple, you can choose to send each person an e-mail containing their username, password, and the URL (link) to access your instance of SmartSimple. | ||
| − | * As part of the contact setup process, you assign contacts "roles"; these [[roles]] define their access to specific system resources such as the interface they see, the applications they can access, the | + | * As part of the contact setup process, you assign contacts "roles"; these [[roles]] define their access to specific system resources such as the interface they see, the applications they can access, the fields they can see within each application and the [[reports]] they can run. |
[[Category:Glossary]] | [[Category:Glossary]] | ||
Revision as of 16:40, 9 January 2012
A contact is record representing a single person associated with any external organization.
- If you use the Enable login feature when adding contacts, they will be able to log into the system and you can consider them “users”, otherwise you can consider them as simply contacts.
- When you add contacts that you wish to access SmartSimple, you can choose to send each person an e-mail containing their username, password, and the URL (link) to access your instance of SmartSimple.
