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User
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* Uploading in bulk through [[Autoloader]]
* Enabling one or more company [[Signup Page|sign up pages]]
* Importing contacts from '''Microsoft Outlook''' using the [[SmartSimple Outlook Synchronization|Outlook Plug-in]] feature[Deprecated download and support for Outlook Plugin July 9, 2020]
* Importing using the [[APIs|API]] functionality and a custom program that your organization could create
::::: [[File:RolesandAccess.png|border]]
3. Once the modal window of '''Roles and Access '''opens, look to the top left of the window to enable '''Advanced Options '''to open up Access Types.
:* Toggling on this option will disable user access to your SmartSimple copy
:* '''If the user is currently logged in they will not lose access until they try to log in again'''.
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::::: [[File:EditRolesandAccess.png|500px|border]]
<u>'''Setting Login Restrictions'''</u>
:* If you only wish for a user to have access to the system for a specific time period, you can toggle the '''Will Expire '''option and set the expiry date, after which the user will no longer be able to access the system.
5. After saving the access options that you have selected, the buttons at the bottom of the modal window will display password setting and sending options.
::::: [[File:Password.png|border]]
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::::* You may also '''Reset '''a user's password using this '''Set Password '''option.
After following these steps, your new user is now enabled to log into the system with their password.
::: {{Icon-Menu}}
2. Under the heading '''Organizations, '''select '''People.'''
::: [[File:PeopleList.png|700px|border]]
All contacts will be listed, both [[internal]] and [[external]]. If there are security rules in place, such as '''view own accounts only''' under [[Roles and Security Settings]], you might not be able to see all contacts.
:* '''People List''': This area will display people based on the selection criteria. Initially all contacts are displayed. The columns displayed for this list can be configured based on [[List View Overview|List Views]].
:* '''Search''': You can set the criteria for searching specific people, based on [[Basic Search]] or [[Advanced Search]] functionality.
==Configuration—Advanced==
===Restore or Purge Deleted Contacts===
::: [[File:PurgeContact2017.png|800px|border]]
'''Companies''':
::: [[File:PurgeOrg2017.png|800px|border]]
4. Click the '''Restore '''button.
::: {{Icon-Menu}}
2. Under the heading '''Configuration, '''select '''Global Settings '''(available to {{GUA}} only).
::* '''Deleted Staff/Contact: '''Allows you to view, restore, or purge recently deleted users. For more complete instructions, see [[User#Restore or Purge Deleted Contacts|here]].
==See Also==
::* [[Administrator]]
::* [[Association Settings]]
[[Category:Glossary]][[Category:Contacts]]