4,401
edits
Changes
no edit summary
'''[http://smartsimple.com/files/113/f102251/Adding_Contacts_to_SmartSimple_viewlet_swf.html View It Here]'''
==How to Add Users and Contacts==
You can add people to the [[Organisation Hierarchy|organisational hierarchy]] using any of the following techniques:
* Manually entering contacts.
* Uploading in bulk through '''Import wizards'''.
* Uploading in bulk through [[Autoloader]].
* Enabling one or more company [[Sign-Up Pages|sign up pages]].
* Importing contacts from Microsoft Outlook using the [[SmartSimple Outlook Synchronization|Outlook Plug-in]] feature.
* Importing using the API functionality and a custom program that your organisation could create.
==Users Verses Contacts==
* If you enable the login feature when adding people, they will be able to log into the system and you can consider then “users”, otherwise they are simply contacts.
* When you add people that you wish to use the system, you can choose to send each person an e-mail containing their [[Username|username]], [[Password|password]], and the [[URL]] (link) to access your copy of [[SmartSimple]].
* As part of the contact setup process, you assign people "roles" to define their access to system resources such as applications, folders, calendars, or discussions. Peoples' [[Role|roles]] also control the interface that they will see when they log into your copy of [[SmartSimple]].
==Manually adding Users==
People are always added to some “level’ of the [[Hierarchy|hierarchy]], so when you wish to add a new person you must first select the appropriate organisational level.
1. Click the '''Company''', [[Internal]] Users [[Menu|menu]]. The original person is displayed directly under the "root" organisation name. If you wish to add a new person to the root you click on the root organisation link.
2. Click the organisation to which you wish to add the person.
3. Click the '''New''', [[User]] [[Menu|menu]].
The '''New User – Quick Entry for Duplication Check''' window is displayed.
First name, last name, email address and phone number will be checked for duplicate entries.
If no potential duplicates are found, then the '''New User''' window is displayed.
The company address has been added to the contact.
1. Complete the [[User|user]] details.
2. Click the '''Save''' button.
Note that new menu items are enabled for the [[User|user]].
3. Click the '''View User''' [[Menu|menu]].
[[Category:System Management]][[Category:View It]]