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| − | ==Enabling User Access==
| + | #REDIRECT [[User#From Their Profile]] |
| − | If you wish a [[User|user]] to log into [[SmartSimple]] you need to enable the login feature.
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| − | 1. Click the '''Settings''', '''Roles & Access''' [[Menu|menu]].
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| − | [[Image:AccessTypeScreenShotJuly29.JPG]]
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| − | There are four access types available:
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| − | * '''Administrative or Portal Interface''' - Provides access to the system to the extent permitted through the [[User|user's]] membership of specific [[Role|roles]].
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| − | * '''Web Service Client Access''' - Account type used to access data in a SmartSimple instance via an [[API]] (Application Programming Interface). Does not give access to SmartSimple interface directly.
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| − | * '''No Access''' – Contact cannot log into the system.
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| − | ==Administrator User Types==
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| − | The [[User|user]] type fields control the administrative level of access.
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| − | [[Image:Viewit4.png]]
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| − | The [[User|user]] type field can be set to one of three types:
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| − | {{UserTypeDescription}}
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| − | <u>'''Setting Login Restrictions'''</u>
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| − | You can restrict a [[User|user’s]] access to a specific workstation by setting the IP address of the workstation in their profile, or alternatively “lock” the [[User|user]] to the next workstation that they use to log into the system.
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| − | [[Image:Viewit5.png]]
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| − | <u>'''Setting an Expiry Date'''</u>
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| − | If you only wish a person to have access to the system for a specific period, you can set the expire flag and date the user will no longer be able to access the system.
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| − | [[Image:Viewit6.png]]
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| − | ==Setting or Sending a User’s Password==
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| − | Once you have enabled the [[User|user’s]] access, you have the option to either set a new [[Password|password]] or send a new [[Password|password]].
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| − | [[Image:Viewit7.png]]
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| − | * You can reset a user’s [[Password|password]] by clicking the '''Set Password''' button in the [[User|user]] profile.
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| − | * You can click the '''Send Password''' button on the [[User|user]] window. This option will generate and send a new [[Password|password]] to the user’s email address.
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| − | You will need to use the '''Send Password''' feature:
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| − | * If you wish to enable [[User|user]] access after you have set up the [[User|user]] without access.
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| − | When you first create the user and set the '''Login''' status to '''enable''', then the email message will be sent immediately.
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| − | * If the [[User|user]] forgets their [[Password|password]] and does not use the '''forget password''' link on the login page.
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| − | If you attempt to enable a [[User|user]] but do not have sufficient licenses, a warning message will be displayed.
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| − | You can fix this problem by going to the [[Configuration Menu|Configuration]], [[Global Settings]], and '''Licensing''' tab and increase the number of licenses.
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| − | ==Setting the Access Level==
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| − | You will now enable this user’s access level.
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| − | 1. Set the '''Access Type''' to '''Administrative''' or '''Portal''' Interface.
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| − | 2. Click the '''Set Password''' button.
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| − | The '''Set Password''' window is displayed.
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| − | [[Image:Viewit8.png]]
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| − | 3. Set the [[Password|password]] to something you will remember.
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| − | 4. Click the '''Submit''' button.
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| − | 5. Click the '''Close''' button.
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| − | In theory, the [[User|user]] could now log into the system, but as you have not set any [[Menu|menu]] permissions they would not have any access to any features or even the menu.
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| − | =See Also=
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| − | * [[Reporting on User Type and Access Type]]
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| − | * [[Remove User Access]]
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| − | * [[Password Variables to Set or Reset User Passwords]]
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| − | [[Category:View It]][[Category:System Management]][[Category:Contacts]]
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