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<u>'''User Settings – Display Options'''</u>
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* '''Automatically open incoming instant messages ''' – opens the quick message window whenever a message is received.* '''Automatically collapse People Online ''' – displays the people online collapsed.* '''Left Navigation Style ''' – choose '''Static ''' for [[Menu|menus ]] that don’t expand or dynamic for 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.* '''Discussion Alias ''' – an anonymous name you wish to use when posting to [[SmartSimple ]] discussions that are enabled for public access.
<u>'''User Settings – Regional Options'''</u>
These options determine your regional settings.
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* '''Input Date Format ''' – the individual users [[User|user's]] preferred entry format for date time values.* '''Input Short Date Time Format ''' – the individual users [[User|user's]] preferred short display format for date time values. * '''Input Long Date Time Format ''' – the individual users [[User|user's]] preferred link format for date time values.* Regardless of the date time format selected, the date and time will be shown to other users [[User|user's]] in their own preferred settings.* '''Time Difference (in hours) ''' – used to set your local time.* '''Home Currency ''' – the default currency for this 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.* If you enable the '''Internet Map ''' feature, then the '''Map ''' icon will be displayed next to each address. [[Image:Ps10.jpg]]
<u>'''User Setting – New User Default Settings'''</u>
The next set of options is used to control how the system should handle new contacts that you add to the system.
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* '''Company ''' – determines the company to which individual contacts should be added – if you do not select a company before creating the new contact. Generally, you will create a new company named “general contacts” and set this as the default company in this field.* '''Role ''' – determines the “type” of contact that you most frequently will be adding to the system. This feature ensures that the correct fields are displayed for a new contact specific to your needs.* '''Default ATS Folder ''' – determines which folder to use for new applicants – only used in conjunction with the [[Applicant Tracking ]] System.
<u>'''Cache'''</u>
When you work with calendar pop-ups you can drag the calendar to any location on the screen and the system will remember that location. So the next time you access a pop-up calendar it will be displayed in the same location. [[Image:Ps12.png]]
You can clear this setting by clicking the '''Clear ''' button.
<u>'''Wireless Settings'''</u>
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* '''Wireless Login ID ''' - the pass code you must use to access [[SmartSimple ]] using your cell phone or other wireless devices.* To access SmartSimple via your web enabled cell phone or personal digital assistant go to the following [[URL ]]: '''http://youralias.smartsimple.com/wml/'''
==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|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 [[Password|passwords ]] are randomly generated and sent by e-mail when the [[Administrator|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|menu]].
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2. Type your current [[Password|password]]. 3. Type your new [[Password|password]].
'''Remember passwords are case sensitive!'''
Your password is changed.
==Requesting a New Password==
If you forget your [[Password|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.
You can set the first page you will see when you log into the system.
1. Select the [[Communications]], Pin board [[Menu|menu]].
2. Click the '''Set Home ''' button.
You can return to this page at any time by clicking the '''My Home ''' button.
[[Category:System Management]][[Category:View It]]