Profile

Overview

Both contact and organization records have profile pages, which can be configured by system administrators to contain custom and standard fields.

Example of Organizational Profile Page

Example of Contact Profile Page

There are different components to a user's profile page: a left-hand side menu, their main contact information, their roles, and properties. 

 

• Note: The left-hand side menu will contain different tabs depending on the user. 
• Find out more about Notes on our Wiki page.

Contact Information

The main information displayed in a user's profile includes their Name, Role, Email Address, Profile Picture, and any other Standard Fields or Custom Fields that are filled out when editing the user's profile. 

The Address field, displayed on the right-hand side of the profile, is clickable into an interactive map option integrated with Google Maps. You also have the option to go into Street View or to Go to Google Maps in a separate tab that will open up. 

In the same area as you see the Address will be two other buttons that you can toggle between to access different information related to the user.

The three line icon will open up Properties related to the specific user, including a time and date stamp for Last Login, Last Updated, and Created Date as well as the names of those who updated and created the user respectively.

Underneath the Properties icon is a three person button that will list the role(s) that the user has been organized under.

• See the User Role page for more information such as creating new roles, adding and/or removing users from roles. See the Roles and Security Settings page for more information about SmartSimple's role-based security and the accessibility of certain roles to SmartSimple features. 

At the top of the page, above the Name displayed of the user, are the following buttons:

Back Button	The left arrow will bring you back to the last page that you visited. The drop down button next to this will enable a list of recently visited pages, which you can go through and directly click on to easily bring you to previous pages.
New Button	The new button will enable a drop down of New functions. On a user profile, this will include adding new users and activities. On an organization profile, this will include options to import or add new users, organizations, and activities.
Edit	The Edit button enables you, if you have permission (normally must be in a System Administrator role), to Edit the details of the user's profile, including the information filled out for standard and custom fields, their organization associations, and so on.  When you are in Edit Mode, this button will be labelled View. You can click on the View button at any time to switch back into a read-only mode.
Options	The Options button has a drop down of available functions, some of which will only be available to those in SysAdmin role.  Action > Emulate Session: Clicking this button will refresh onto the homepage of the SmartSimple instance from the role of that user. The SysAdmin will be able to test functionality of role-based portals, security, etc by emulating the session of a user with a lower-level role than SysAdmin. You will be able to know you are emulating a session of another user as there will be a banner at the top of your page that states, "You are viewing the system as [User Name]." History > Login Details: Displays the date and time stamp of the user's last login, their browser and system version, and the last IP address of login. History > Reader Log: Displays a list of all viewers who have viewed this user's profile, including the start and end times as well as whether they were in View or Edit mode.  History > Workflow History: If the user has had any impact or association with Workflows, they will appear in a list view here.  Properties > Roles and Access: Displays modal window to allow changes to system access, adding or removing roles, enabling Global User Administrator roles, setting login restrictions and more. For more information see our Activating a User page. You can also set and send passwords from here. Settings > Configuration Mode: Allows SysAdmin users to enter into a direct editing mode; changes to fields can be made directly, and a pop-up of Configuration Shortcuts will allow more in-depth configuration of several functions.

On the top right of the user's profile information are four other buttons:
  

Key Icon - Activate/Deactivate a User	Clicking this button will allow a SysAdmin to either activate or deactivate a User. If the icon is greyed out, the user is deactivated - they will be unable to login to SmartSimple even with the correct credentials. The same key icon appears next to user names on the Organization hierarchy and can be used to easily activate a user.
Lock Icon - Personal Data Processing Information	Clicking this button will open a modal window that explains the usage of Email and Office Telephone information (Personal Data Processing Information).
Star Icon - Add to SmartCard	Clicking this button will allow you to add this user to a SmartCard.
Double Square Icon - Enable Dock	Clicking this button will switch your viewing access into a split-screen mode, in which the left-hand side menu tabs will be "docked" on the right of the page, while the profile is displayed on the left. You may close this split-screen mode at any time by clicking the X icon.

See Also

• User & Contact Settings
• Company & Account Settings
• User
• Personal Settings