Changes

Configuring Your Personal Settings in Referral Tracking

57 bytes removed, 17:56, 25 September 2009
Configuration Menu
==Logging into SmartSimple==
1. Start your '''Web Browser'''. You can use any [[Browser|browser]] such as (generally Internet Explorer, or FireFox or Safari (on a Mac).
2. Type your company’s [[SmartSimple]] address into the [[Address Bar|address bar]].
[[Image:Aref7.png]]
* '''[[UTA|Tracking Applications]]''' – custom [[Applications|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|backup settings]], [[Visual Settings|visual settingsColours & Fonts]], [[Custom Fields|custom fields]], [[Workflow|workflows]], ledger codes, and [[Sign-Up Pages|signup pages]].
* '''Roles & Permissions''' – provides access to define [[User|user]] [[Role|roles]], account categories, manager permissions, and notes permissions.
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