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Personal Settings

1,026 bytes added, 17:53, 24 June 2019
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==Password==
 
Clicking on the '''Password '''function from your profile menu will open a modal window that looks like this: 
:: [[File:Change password.png|800px|border]]
 
All [[Password|passwords]] are randomly generated and sent by email when the [[Global User Administrator|System Administrator]] first authorizes a [[User|user]] to access a [[SmartSimple]] [[instance]] - no user or administrator can ever see another user's password in the system. For more information, see our [[Password Policy]] page. 
There will be a policy note at the bottom of the modal window that describes the required complexity of your password before you can submit a new one into the system. 
<pre> Remember: Passwords are case-sensitive! </pre>  If  If you are a SysAdmin, you are able to determine the complexity of passwords and security measures concerning passwords by following these steps: 
1. Click on the 9-square menu icon on the top right of your page.
:: {{Icon-Menu}} 
 
2. Under the heading '''Configuration, '''select '''Global Settings.'''
3. Under the tab '''Security, '''select '''Password and Activation Policies.'''
==Roles and AccessSystem==Clicking on the '''System '''option from your profile menu will open up a modal window that allows you to personalize and select the display settings of your use of the [[SmartSimple]] system.  :: [[File:System settings.png|900px|border]] The '''Security '''tab in this page will generate a TOTP (Time-based One-Time Password) secret key and QR code.  :: [[File:System display settings.png|900px|border]] The '''Display '''tab in this page will allow you to modify the display views of the system. You can perform the following functions: 
* Enable incoming [[Using Instant Messaging|Instant Messages]] to automatically open 
* Open records within other records in a modal window that won't disrupt you from your main page 
* Enable Translation Audit Mode 
* Determine the amount of [[List Views Overview|list view]] records per page
* Auto complete number of records that are displays
* Set a default/automatic email '''From Address '''that will be used when you send anything from your system 
== Roles and Access====Filters ==
* [[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.
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