==Enabling User Access==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 #REDIRECT [[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#From Their Profile]]
