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Administrator Interface

310 bytes added, 18:16, 8 July 2019
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[[File:052919_MenuIcon.png]]
This will open up the following 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]].
* [[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.
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