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Your personal settings consist of the following:
* Contact details * User System Settings Setting* [[Password]] * Filters * Roles & Access * Pin Board
The following items may appear depending on your configuration:
* Folder * Resource
==Modifying your Personal Settings==
==Changing the User’s Company or Address==
If you wish to change the company that the [[User|user]] is associated with you can click the '''Lookup''' button, locate another company and associate the [[User|user]] with that company.
[[Image:Ps4.png]]
If you add a [[User|user]] to a company after you have added the company address, the [[User|user’s]] address will be set the same as the company.
[[Image:Ps5.png]]
==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.
[[Image:Ps14.png]]
2. Type your current [[Password|password]].
[[Image:Ps15.png]]
'''Remember passwords are case sensitive!'''
==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.
[[Image:Ps.16.png]]
The '''Request Password''' window is displayed.
==Setting your Home Page==
You can set the first page you will see when you log into the system.
* [[System Settings]]
[[Category:System Management]][[Category:View It]]
