'''#REDIRECT [[http://smartsimple.com/files/113/f102251/Adding_Contacts_to_SmartSimple_viewlet_swf.html View It Here]''' ==How to Add Users and Contacts== You can add people to the [[Organisation Hierarchy|organisational hierarchy]] using any of the following techniques:* Manually entering contacts.* Uploading in bulk through '''Import wizards'''.* Uploading in bulk through [[Autoloader]].* Enabling one or more company [[Sign-Up Pages|sign up pages]].* Importing contacts from Microsoft Outlook using the [[SmartSimple Outlook Synchronization|Outlook Plug-in]] feature.* Importing using the API functionality and a custom program that your organisation could create. ==Users Verses Contacts== * If you enable the login feature when adding people, they will be able to log into the system and you can consider then “users”, otherwise they are simply contacts.* When you add people that you wish to use the system, you can choose to send each person an e-mail containing their [[Username|username]], [[Password|password]], and the [[URL]] (link) to access your copy of [[SmartSimple]].* As part of the contact setup process, you assign people "roles" to define their access to system resources such as applications, folders, calendars, or discussions. Peoples' [[Role|roles]] also control the interface that they will see when they log into your copy of [[SmartSimple]]. ==Manually adding Users== People are always added to some “level’ of the [[Hierarchy|hierarchy]], so when you wish to add a new person you must first select the appropriate organisational level. 1. Click the '''Company''', [[Internal]] Users [[Menu|menu]]. The original person is displayed directly under the "root" organisation name. If you wish to add a new person to the root you click on the root organisation link. 2. Click the organisation to which you wish to add the person. 3. Click the '''New''', [[User]] [[Menu|menu]]. The '''New User – Quick Entry for Duplication Check''' window is displayed. [[Image:Addc.png]] First name, last name, email address and phone number will be checked for duplicate entries. :'''Note:''' you can define the Duplicate Checking Criteria via the [[Global Settings]] page. If no potential duplicates are found, then the '''New User''' window is displayed. [[Image:Addc2.png]] The company address has been added to the contact. 1. Complete the [[User|user]] details. [[Image:Addc3.png]] 2. Click the '''Save''' button. Note that new menu items are enabled for the [[User|user]]. 3. Click the '''View User''' [[Menu|menu]]. [[Image:Addc4.png]] [[Category:System Management]][[Category:View It]]
