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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 Plug-in July 9, 2020]
* Importing using the [[APIs|API]] functionality and a custom program that your organization could create
:* 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]] ::*:: ::*::* If you select '''Send Password, '''the user will receive an automated password in an email. From there, they can log into the SmartSimple system and change their password manually. ::*::* The option to '''Set Password '''is not typically recommended except in necessary situations, such as if a client on the phone demands for a timely setting of the password. The '''Set Password '''option is also highly recommended when you are testing on the [[Backup Server and Testing Instance]], as an email will not be triggered and sent to the user regardless.. ::*::* 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.