Changes

Jump to: navigation, search

Administrator Interface

14 bytes added, 20:23, 28 May 2019
no edit summary
==Application Area==
 
The large area on the right of the screen is used to display the [[Application|application]], or information associated with the [[Menu|menu]] that you select from the left [[Menu|menu]].
==Top Menu Bar==
 
The top menu bar provides access to the following features:
* The organisation organization name displayed at the top of this area can be replaced by an organisation organization logo or alternative text.
==Applications Menu==
 
The following items are listed under this [[Menu|menu]] heading:
* [[Using Instant Messaging|Instant Messages]] - access to [[SmartSimple]] 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.
* [[Discussions]] – access to discussion groups that you have access to.
* [[Workflow 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.
* [[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 organisationorganization.
* 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 Organization''', but for all the offices and people working within your organization.
==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]].
* 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.
* '''Knowledge Base''' – provides a link to the [[SmartSimple]] wiki – http://www.smartsimple.org. This searchable database contains all [[SmartSimple]] documentation.
* '''Support Request''' – use this form to request support from the [[SmartSimple]] Help Desk system.
* '''Feedback''' – use this form to provide SmartSimple with feedback on the product and our services.
* 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]]
2,299
edits

Navigation menu