Difference between revisions of "Enabling User Access"

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(Enabling User Access)
(Redirected page to User#From Their Profile)
 
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==Enabling User Access==
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#REDIRECT [[User#From Their Profile]]
If you wish a [[User|user]] to log into [[SmartSimple]] you need to enable the login feature.
 
 
 
1. Click the '''Settings''', '''Roles & Access''' [[Menu|menu]].
 
 
 
[[Image:AccessTypeScreenShotJuly29.JPG]]
 
 
 
There are four access types available:
 
 
 
* '''Administrative or Portal Interface''' - Provides access to the system to the extent permitted through the [[User|user's]] membership of specific [[Role|roles]].
 
* '''Web Service Client Access''' - Account type used to access data in a SmartSimple instance via an [[API]] (Application Programming Interface). Does not give access to SmartSimple interface directly.
 
* '''No Access''' – Contact cannot log into the system.
 
 
 
==Administrator User Types==
 
 
 
The [[User|user]] type fields control the administrative level of access.
 
 
 
[[Image:Viewit4.png]]
 
 
The [[User|user]] type field can be set to one of three types:
 
 
 
{{UserTypeDescription}}
 
 
 
<u>'''Setting Login Restrictions'''</u>
 
 
 
You can restrict a [[User|user’s]] access to a specific workstation by setting the IP address of the workstation in their profile, or alternatively “lock” the [[User|user]] to the next workstation that they use to log into the system.
 
 
 
[[Image:Viewit5.png]]
 
 
<u>'''Setting an Expiry Date'''</u>
 
 
 
If you only wish a person to have access to the system for a specific period, you can set the expire flag and date the user will no longer be able to access the system.
 
 
 
[[Image:Viewit6.png]]
 
 
 
==Setting or Sending a User’s Password==
 
 
 
Once you have enabled the [[User|user’s]] access, you have the option to either set a new [[Password|password]] or send a new [[Password|password]].
 
 
 
[[Image:Viewit7.png]]
 
 
* You can reset a user’s [[Password|password]] by clicking the '''Set Password''' button in the [[User|user]] profile.
 
* You can click the '''Send Password''' button on the [[User|user]] window. This option will generate and send a new [[Password|password]] to the user’s email address.
 
You will need to use the '''Send Password''' feature:
 
* If you wish to enable [[User|user]] access after you have set up the [[User|user]] without access.
 
When you first create the user and set the '''Login''' status to '''enable''', then the email message will be sent immediately.
 
* If the [[User|user]] forgets their [[Password|password]] and does not use the '''forget password''' link on the login page.
 
 
 
If you attempt to enable a [[User|user]] but do not have sufficient licenses, a warning message will be displayed.
 
 
 
You can fix this problem by going to the [[Configuration Menu|Configuration]], [[Global Settings]], and '''Licensing''' tab and increase the number of licenses.
 
 
 
==Setting the Access Level==
 
 
 
You will now enable this user’s access level.
 
 
 
1. Set the '''Access Type''' to '''Administrative''' or '''Portal''' Interface.
 
 
 
2. Click the '''Set Password''' button.
 
 
 
The '''Set Password''' window is displayed.
 
 
 
[[Image:Viewit8.png]]
 
 
3. Set the [[Password|password]] to something you will remember.
 
 
 
4. Click the '''Submit''' button.
 
 
 
5. Click the '''Close''' button.
 
 
 
In theory, the [[User|user]] could now log into the system, but as you have not set any [[Menu|menu]] permissions they would not have any access to any features or even the menu.
 
 
 
 
 
=See Also=
 
* [[Reporting on User Type and Access Type]]
 
* [[Remove User Access]]
 
* [[Password Variables to Set or Reset User Passwords]]
 
 
 
[[Category:View It]][[Category:System Management]][[Category:Contacts]]
 

Latest revision as of 13:59, 4 June 2019