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* [[User Centric Interface]] – used to create [[User Centric Interface|User Centric Interfaces]] and [[Personal Transaction|Personal Transactions]].
Efu moved page Administration Interface to Administrator Interface
A [[Menu|menu]] -based and [[Application|application]] -focused [[SmartSimple]] interface used by administration and power [[User|users]] to interact with the SmartSimple database.
The [[SmartSimple]] application consists of a number of different screen areas.
The top menu bar provides access to the following features:
* The organization name displayed at the top of this area can be replaced by an organization logo or alternative textin [[Branding]].
[[File:053119_EF_AdminSCreenHeader.png|700px]] In order to access the functions 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. ''' Below is an example of what your menu might look like, although the subheading names will vary depending on the SmartSimple [[instance]]. [[File:ExampleofMenu.png|600px]] ===Applications Menu===
The following items are listed under this [[Menu|menu]] heading:
* [[Search File Fields]] to provide searching of attached files stored within tracking [[Application|applications]].
===Communications Menu===
Items in this [[Menu|menu]] support the communications features of [[SmartSimple]].
* [[:Category:Reports|Reports]] – preview reports and dashboards that you are enabled to use or create new reports or dashboards.
===Organization Menu===Items on the organization menu display people within your copy of [[SmartSimple]].
* [[Search People]] – search for anyone’s information – displays all of the individuals in your copy of SmartSimple. You may search through both [[SmartSimpleinternal]] – similar to contacts, but with more extensive searching capabilities and the ability to search [[Internal|internalexternal]] contacts and [[External|externalusers]] contacts.* '''My Office''' - [[Organizations]] – displays a tree view all of the people that work organizations in your department, division, or branch copy of the organizationSmartSimple.* Because the You may search through both [[System Administrator|system administratorinternal]] can change the terminology used in and [[SmartSimpleexternal]] this may indicate something like “My Office” as in the example aboveorganizations. * [[InternalOrganization hierarchy]] Users – – displays a similar comprehensive tree view as '''My Organization'''of the organizations and people in your copy of SmartSimple. The first tab will display the [[Internal]] contacts, but for all meaning the offices and people working within your organization.* The second tab will display the [[External]] Contact – displays a similar tree view of all other organizations contacts, meaning the offices and people that do not work within your organization. Because the [[Global User Administrator|System Administrator]] can change the [[Organization Terminology|terminology]] used in SmartSimple, the names of these tabs will vary.
===Configuration Menu===
The [[Configuration Menu|configuration menu]] is used to set both personal and organization configuration options. Some of these items will only be displayed if you are a system [[Administrator|administrator]].
* Tracking [[Applications]] – custom applications that you can create within [[SmartSimple]].
* [[Personal Settings]] – controls your specific settings such as [[Password|password]], language, date formats, editor preferences, [[Menu|menu]] layout and wireless access.
* [[Global Settings]] – controls the global configuration including; licensing, backup settings, visual settings, [[Custom Field|custom fields]], [[Workflows|workflows]], ledger codes and signup pages.
* [[Roles & Permissions|Roles & Permissions]] – provides access to define [[User|user]] [[Role|roles]], account categories, manager permissions and notes permissions.
===Help Menu===
* '''Downloads''' – provides access to downloadable [[SmartSimple]] enhancement features: Microsoft Outlook, Word, Excel and Folder integration, as well as downloadable documentation.
* '''Support Request''' – use this form to request support from the [[SmartSimple]] Help Desk system.
