Please note that this page is currently under construction. There is more information to come.

Overview

The Personal Settings of a user's profile will control many aspect of the user's interaction with their SmartSimple system.

Your personal settings consist of the following:

Contact details
User System Setting
Password
Filters
User Roles and Access

The following items may appear depending on your configuration:

Folder
Resource

Configuration - Essentials

Accessing Personal Settings

In order to access your personal settings, simply click the icon of your name on the top right corner of the screen.

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.

You are able to set the following values:

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.

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 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.

Notes are displayed to the right of the screen.
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.

Changing the User’s Company or Address

If you wish to change the company that the user is associated with you can click the Lookup button, locate another company and associate the user with that company.

If you add a user to a company after you have added the company address, the user’s address will be set the same as the company.

If you set the company name after adding a user, you can use the “Use Company Name” button to copy the company address to the user address.

Additional User Settings

You need to click back to the View/Edit user to see these settings.

Password – use this 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 the type 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 candidate.

Optional User Settings

Two additional items may be displayed on the menu, depending on applications enabled.

Folder – this menu will be displayed if the Applicant Tracking System (ATS) is enabled, and is used to “convert” a contact into a candidate.
Resource – this menu will be displayed if the Resource Tracking features are enabled and are used to set resource costs.

Changing Your Password

All passwords are randomly generated and sent by e-mail when the administrator first authorizes a user to access SmartSimple – no user (or administrator) can ever see another user’s password in the system.

1. Click the Settings, Password menu.

2. Type your current password.

3. Type your new password.

4. Retype your new password.

5. Click the Submit button.

Remember passwords are case sensitive!

Your password is changed.

Additionally, the option to edit your Challenge Question is located on this page. See Challenge Questions for additional details.

Requesting a New Password

If you forget your password you can request a new password be sent to your e-mail address from the Login screen.

1. Click the Forget your password link on the Login window.

The Request Password window is displayed.

2. Type your e-mail address – including the domain.

3. Click the Send button.

You will receive an e-mail with a new password.

Setting your Home Page

You can set the first page you will see when you log into the system.

1. Select the Communications, Pin board menu.

2. Click the Set Home button.

You can return to this page at any time by clicking the My Home button.

Personal Settings

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