Changes

A [[Menu|menu]] -based and [[Application|application]] -focused [[SmartSimple]] interface used by administration and power [[User|users]] to interact with the SmartSimple database.

The top menu bar provides In order to access to the following featuresfunctions of the Administration Interface, select the 9-square icon on the top right of your header. [[File:052919_MenuIcon.png]] This will open up 6 different categorized headings: '''Applications, Communication, Configuration, Organizations, Tools, '''and '''Help. '''

The organisation name displayed at Below is an example of what your menu might look like, although the top of this area can be replaced by an organisation logo or alternative textsubheading names will vary depending on the SmartSimple [[instance]]. 

* '''[[Search File Fields''' ]] to provide searching of attached files stored within tracking [[Application|applications]].  ==Communications Menu==

* [[Pin Board]] – post general interest messages for everyone in the organisation to see.* [[:Category:Email|Email]] – access to your email accounts from within [[SmartSimple]].* [[Using Quick Instant Messaging|Quick Instant Messages]]  - access to [[SmartSimple]] quick  instant message features.* [[:Category:Calendars|Calendars]] – access to your personal calendar and shared calendars for other people.* [[Contact|Contacts]] – access to all external contacts in the system. This [[List View|list ]] will not include contacts that are internal to your organisationorganization.

* [[Workflow|WorkflowRequests]] Requests – outstanding tasks that you need to complete based on SmartSimple Workflows, tasks that other people need to complete where you are participating in some steps in the workflow. This menu also lists project tasks that you are assigned to complete.* '''View [[:Category:Reports''' |Reports]] – preview reports and dashboards that you are enabled to use or create new reports or dashboards.

==Organisation =Organization Menu===Items on the organization menu display people within your copy of [[SmartSimple]]. 

Items on * [[People]] – displays all of the individuals in your copy of SmartSimple. You may search through both [[internal]] and [[external]] contacts and [[users]].* [[Organizations]] – displays all of the organizations in your copy of SmartSimple. You may search through both [[internal]] and [[external]] organizations. * [[Organization hierarchy]] – displays a comprehensive tree view of the organisation menu organizations and people in your copy of SmartSimple. The first tab will display the [[Internal]] contacts, meaning the offices and people working within your copy of organization. The second tab will display the [[External]] contacts, meaning the offices and people that do not work within your organization. Because the [[Global User Administrator|System Administrator]] can change the [[SmartSimpleOrganization Terminology|terminology]]used in SmartSimple, the names of these tabs will vary.

* [[Search People]] – search for anyone’s information in your copy of [[SmartSimple]] – similar to contacts, but with more extensive searching capabilities and the ability to search [[Internal|internal]] and [[External|external]] contacts.* '''My Office''' - displays a tree view of the people that work in your department, division, or branch of the organisation.* Because the [[System Administrator|system administrator]] can change the terminology used in [[SmartSimple]] this may indicate something like “My Office” as in the example above.* [[Internal]] Users – displays a similar tree view as '''My Organisation''', but for all the offices and people working within your organisation.* [[External]] Contact – displays a similar tree view of all other organisations and people that do not work within your organisation. ===Configuration Menu===The [[Configuration Menu|configuration menu]] is used to set both personal and organisation organization configuration options. Some of these items will only be displayed if you are a system [[Administrator|administrator]].

* [[Roles & Permissions|Roles & Permissions]] – provides access to define [[User|user]] [[Role|roles]], account categories, manager permissions and notes permissions. ==Help Menu==

===Help Menu===* '''Downloads''' – provides access to downloadable [[SmartSimple]] enhancement features: Microsoft Outlook, Word, Excel and Folder integration, as well as downloadable documentation such as this manual and various data sheets.* '''Knowledge Base''' – provides a link to the [[SmartSimple]] wiki – http://www.smartsimple.org. This searchable database contains all [[SmartSimple]] documentation.

* About [[SmartSimple]] – displays the version number for the current copy of [[SmartSimple]]. You can also use this [[Menu|menu]] to ensure your [[Browser|browser]] settings are suitable to provide full access to all [[SmartSimple]] features.

[[Category:System Management]][[Category:Glossary]][[Category:Interface]][[Category:Navigation]]