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==How to Add Users and Contacts==
You can add people to the [[Organisation Hierarchy|organisational hierarchy]] using any of the following techniques:
* Manually entering contacts.
* Uploading in bulk through '''Import wizards'''.
==Users Versus Contacts==
* If you enable the login feature when adding people, they will be able to log into the system and you can consider then “users”, otherwise they are simply contacts.
* When you add people that you wish to use the system, you can choose to send each person an e-mail containing their [[Username|username]], [[Password|password]], and the [[URL]] (link) to access your copy of [[SmartSimple]].
==Manually adding Users==
People are always added to some “level’ of the [[Hierarchy|hierarchy]], so when you wish to add a new person you must first select the appropriate organisational level.
[[Image:User.png]]
First name, last name, email address and phone number will be checked for duplicate entries.
[[Image:User2.png]]
The company address has been added to the contact.
==Standard People Fields==
The standard fields used to describe a person are:
* '''Phone/Extension''' - Direct line for the person and their extension.
* '''E-mail''' - E-mail address. An email address is required to allow a user to log into the system.
* '''Primary Contact''' - Check box to indicate if this person is the primary contact at the organisation.* '''Organisation''' - The organisation to which this person should be associated. Changing the organisation will “move’ that person to another organisation.
* '''Address''' - Street of the person – if different from their organisation.
* '''Address 2''' - Additional address line
[[Image:User3.png]]
2. Click the '''Save''' button.
[[Image:User4.png]]
<u>'''Extending the User Details'''</u>
Contact details are easily extended through the addition of [[Custom Field|custom fields]].
Once the profile is saved, you can add further information to the user profile.
==User Duplicate Checking==
In this exercise, you will attempt to create a new [[User|user]] of the same name.
[[Image:User5.png]]
Possible duplicates are displayed in chronological sequence from the most recently updated to the oldest.
'''Combine multiple contact records into a single record'''.
* Missing fields in the primary record are added in sequence from the other records.
* Activities and notes from all records are merged into the primary record.
