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=Overview=[[Configuration ChecklistSmartSimple]]==is a cloud-based platform that prides itself on its total flexibility; we have highly configurable options for almost every part of our system, so that you can easily tailor your [[instance]] to your company's direct needs as well as your personal preferences. This page will bring you through the general chronological steps for configuring a SmartSimple instance. By the end of it, you will have built the foundations for a system that is designed for your unique business aims. 

The following checklist defines a =Configuration - Essentials===Configuration Checklist==Prior to beginning your configuration, read over this sequence that you should consider when setting up your copy of [[SmartSimple]] prior to giving people (before anyone is given access to into the system:* Configure Organisation Settings – set colour scheme, licensing, backup and terminology).* If required, define These highlight the custom fields required for organisations – add the fields general topics/areas that are configurable and that will help you need to accurately reflect make your business.* Create or upload organisation information for both internal and external organisations – add organisation information to the system.* Define roles an ideal tech solution for people – add the roles people play in the business to accurately reflect your business.* Define any custom fields for roles – add the fields you need to accurately reflect the roles people play in business.* Define or upload "people" - internal or external organisations – add people to the system.* Subscribe to SmartSimple applications – determine the applications required by each group of people.* Give Manager Permission to specific roles – determine which groups of people are responsible for each application and featurecompany.

{| class=="wikitable"|-||'''Configuration Organization Settings'''||Set a [[Branding|colour scheme]], [[License definition|licensing]], [[Backup Server and Testing Instance|backup instance]] and customized [[Organization Terminology|terminology]].|-||'''Custom Fields'''||If required, define the [[Custom Fields]] required for your organizations. These are fields that you might need to accurately reflect your business, but go beyond the standard '''Name, Phone Number, Address '''etc. |-||'''[[Internal]] and [[External]] Organization Information'''||Create or import organization information for the organizations in your system's [[Organization hierarchy|organization hierarchy]]. |-||'''[[Global SettingsUser Role|Roles]]=='''||Define the roles that people play in your business.

[[Global Settings]] '''Example: '''If you are accessed though the [[Configuration Menu|Configuration]]a research-based company serving university grants, Global Settings [[Menu|menu]]. This page contains key global settings in a set of sections. This [[Menu|menu]] and related tabs are only available you might want to system administratorsmake roles labelled '''Peer-Reviewer, ''''''Professor, Departmental Lead '''etc.

1|-||'''[[User]] Imports'''||Define or upload "people" (users/contacts) into their respective substrata of your [[Organization hierarchy|organization hierarchy]]. Click the |-||'''[[Configuration MenuGlobal User Administrator|ConfigurationSystem Administrator]]/Manager Permissions '''||Give high-level permissions to specific roles and choose your {{GUA}}s. Determine which groups of people will be responsible for each application and feature in your SmartSimple copy. |}<pre>Tip: Keep this page open while opening hyperlinks from this page. Although other articles will give more specific instructions for configuring certain features, this page will be helpful by providing a broad sequence of areas required for successful configuration. </pre>==Menu and Global Settings ==If you are a [[MenuGlobal User Administrator|menuSystem Administrator]], you will have access to '''Global Settings. '''Users with SysAdmin permissions will be able to access all functions within the system and to customize roles, security, feature visibilities, etc. Be cautious with who you assign in a SysAdmin role, as their access into the system has the potential to make wide and immediate impact. 

<pre> No matter what, best practice is to test configuration and changes to your system in the Backup Instance prior to modifying the live instance. </pre>* The Global Settings page [[Backup Server and Testing Instance]] will not retain any changes into the live [[instance]]; the backup is displayedoverwritten nightly with that day's production copy. 

This page is organised into a various sections:* [[Branding & Visual Settings]] – how this copy of [[SmartSimple]] will look.* [[Database and File Storage Status]] – count companies and people – plus the ability In order to restore deleted companies or contacts.* [[Login & Security Settings]] – how you wish to control access security.* [[Business Configuration Settings]] – how the properly configure your system should be customized to your specific business needs.* [[ObjectSync Settings]] – provides ability to syncronise companies and [[User|users]] between instances.* [[Branch & Account Settings]] – company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]] and NAIC codes.* [[User & Contact Settings]] – user signup pages, custom fields.* [[Association Settings]] – provides ability to link users to more than one company.* [[People Online Settings]] – select the fields that will be displayed when you move your mouse over a user listed in the People online list.<!--* [[Smart Folder]] Settings – if SmartFolders are enabled the amount of space required, and if you require use of the on-line editing features.-->* [[Organisational Terminology]] – the company and people terminology you wish to use in this copy of SmartSimple.* [[Phone Number Format]] – determines the acceptable format for phone numbers.* [[Data Loading & Backup must know where your '''menu icon '''is as well as '''Global Settings]] – controls scheduled data loading and scheduled backups.'''

You can use the '''Quick Link''' combo box at Your menu icon is located on the top right of the your page to move to the specific section without scrolling, and looks like a 9-square icon. 

[[Image:Glob2: {{Icon-Menu}} The '''Global Settings '''area of the system is available under the heading '''Configuration.png]] '''

==See [[Branding & Visual :Category:Global Settings|Global Settings]]==for a full list of the available features in a set of sections. 

These :: [[File:Menu and global settings are used .png|600px|border]]'''Note''': We aim to end support for the '''Classic '''Interface after our upcoming November 2019 Upgrade. For this reason, we encourage all clients to switch to control the overall visual '''Arcadia '''Interface now, and branding settingsto use the '''Arcadia''' Interface configuration options.

==[[Image:Glob3.pngBranding & Visual Settings|Branding]]== 1. Click on the '''Colours & Fonts''' link to review the visual settings* See [[Branding]] for more detailed information. 

As an alternative to setting your own colours, you can download a colour theme from ====Accessing Branding & Visual Settings====1. Click on the 9-square menu icon on the [[SmartSimple]] wiki and apply that theme to top right of your copypage.

1:: {{Icon-Menu}} 2. Launch a new [[Browser|browser]] windowUnder the heading '''Configuration, '''select '''Global Settings. '''

23. Go to Click onto the second tab, labelled '''http://wwwBranding.smartsimple.org'''

3:: [[File:Branding. Type '''Theme''' into png|700px|border]]=====Colors & Styles=====You have the search boxfreedom to adjust the colours and style choices of fonts in your system. All colour settings will affect all users: What a {{GUA}} sees will be the same colours that an applicant sees.

The Page text matches are displayed. See [[Image:Glob4.pngBranding#Colors & Styles|Colors & Styles]] 4. Click on the link for '''Themes'''. The Instructions are listed on the page and the themes listed below the instructions. 5. Follow the instructions on the pagemore. 

[[Image:Glob51.png]]Click the square icon of a colour next to any branding setting that allows colour change. 

:: [[ImageFile:Glob6html font colour.png|300px|border]] 2. Click the '''Cancel''' button. 

The Title Type defines whether text or a login should be displayed in the top left corner of the main window.

:: [[ImageFile:Glob10Security settings1.png|570px|border]] :: [[File:Security settings2.png|800px|border]]

1. Click the '''Password PolicyAnd Activation Policies''' link.

:: [[ImageFile:Glob11Password and activation policies.png|800px|border]]

 * '''No Restriction''' – any character can be used. This is the default.

* '''Alpha & Numeric & Special characters''' – letters, numbers and special characters must be used. The following special characters are allowed:

* Lockout Duration''' – the duration of the account lockout. The [[User|user]] will not be able to log in during this period. Period can be set to 5 minutes, 15 minutes, 30 minutes, 1 hour, 3 hours, 12 hours, 24 hours or forever (until unlocked by [[Administrator|administrator]]).

 * '''Email From''' – the “from” address for the email. If you do not set this value, the address: '''support@smartsimple.com''' will be used.

:: [[ImageFile:Glob14Password email template.png|800px|border]] : :* The '''New User''' email message is sent to a [[User|user]] when you enable their access to SmartSimple for the first time.:* The '''Request Password''' email message is sent to a [[User|user]] when they request a new [[Password|password]] from the login page, or when you reset a [[User|user’s]] password in the user details page. 

1. Click the '''Enable SSL''' check box.

 The session timeout feature will automatically log out any [[User|user]] if their session remains inactive for the defined number of minutes.

We recommend that you always set this option. Generally, 30 or 60 minutes are acceptable timeout periods.

The Business Configuration settings provide access to key features to customize personalize this [[Instance|instance]] of [[SmartSimple]] for specific business needs.

==[[ImageCompany & Account Settings|Company & Account Settings]]==:: [[File:Glob21Organization settings.png|850px|border]] : :* '''Branch Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] companies.:* '''Account Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] companies.:* '''User and Contact Signup Pages''' – used to manage [[External|external]] web pages where people can register as contacts.:* '''Branch and Account Signup Pages''' – used to manage [[External|external]] web pages where companies can register.:* '''Company Parent''' - enables the display of a parent organisation in the list views throughout the system. This feature is useful if the organisations you deal with are subsidiaries, and you need to be aware of the parent organisations.:* '''Resources''' – displays the company resource tab, only required when using job costing.:* '''NAIC Codes''' - the '''North American Industry Classification System''' (NAICS, pronounced Nakes) was developed as the standard for use by US, Canadian, and Mexican agencies in classifying business establishments. Enable this setting if you wish to track organisations by NAIC codes. You can set two codes for each organisation, a primary and secondary code.

:* '''Display UTA Items''' – displays tracking items from the [[Universal Tracking Application]] associated as a set of tabs on the company record. ==[[User & Contact Settings]]== [[Image:Glob23.png]] * '''User Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] [[User|users]].* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts.* '''Default User Settings''' – the default system settings that will be set for each new [[User|user]] or contact.* '''Disable Pre-load People List''' – this option is used to improve performance when you have in excess of 50,000 contacts in your copy of [[SmartSimple]]. Enabling this option will disable the display of contacts in all '''Search People''' pages.* '''Enforce Homepage''' - you can force all [[User|users]] to the same web page when they first log into the system. This feature is useful if you have customers using the system and want to present them with some specific information such as your own organisation web site.* '''Homepage''' – specifies a web page to be used as the homepage.* '''Language''' – the default language for all new [[User|users]].

 The default user setting options provide you with a way of controlling the setting each [[User|user]] will have when they first log into the system. We recommend that you set these values before setting up any additional users.

:* '''Left Navigation Style''' – choose '''Static''' for [[Menu|menus]] that don’t expand or dynamic for [[Menu|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. 

[[Associates]]/[[Associations]] – enabling this feature will allow you to associate a single contact with multiple companies. The [[Associates]] tab will be displayed in each company record – to show associated people. The [[Associations]] tab will be displayed on each contact record to display the companies that they are associated with.

 These settings are only displayed when you enable the [[Smart Folder]] application.

:* '''On-Line Editing''' – provides [[User|users]] with the ability to open, edit, and save edited files to [[SmartSimple]]. This feature is used in conjunction with a desktop plug-in that must be downloaded and installed in any workstation where you wish to use this feature.:* Size Subscribed – defines the amount of disk storage required for [[Smart Folder|SmartFolders]] – up to 5 GB.

==[[Setting the Number of Licenses Required]]See Also== Before anyone else will be able to log into the system, you will need to increase the number of [[License Definition|licenses]]. 1. Click the '''Licensing''' tab. [[Image:Glob31.png]] * Set the number of [[InternalConfiguration mode]] Licenses to the number of people in your organisation that will be using the system.* Set the number of [[External]] Licenses to the number of people in other organisations that you wish to access your copy of [[SmartSimple]].:* You can adjust the number of licenses at any time. You will not be able to enable [[User|userCustom fields]] accounts if there are insufficient licenses. You will still be able to upload contacts; however, if you attempt to enable their access, you will be warned to increase the number of licenses. If you attempt to upload contacts using the '''Import Wizard''' and enable their access, the upload will fail if there are insufficient licenses.