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==Enabling User Access==
'''[http://smartsimple.com/files/113/f102251/Providing_System_Access_to_a_User_viewlet_swf.html View It Here]'''
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]].
There are three 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]].
* '''User Centric or Applicant Interface''' – Only provides access through the [[User Centric Interface]] and Applicant Tracking “career sites”.
* '''No Access''' – Contact cannot log into the system.
==Administrator User Types==
The [[User|user]] type fields control the administrative level of access.
The [[User|user]] type field can be set to one of three types:
[[Image:Viewit2.png]]
<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.
<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.
==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]].
* 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.
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.
[[Category:View It]][[Category:System Management]]
