Difference between revisions of "Personal Settings"

From SmartWiki
Jump to: navigation, search
Line 1: Line 1:
 +
{{Banner-UnderConstruction}}
 +
 
=Overview=
 
=Overview=
 
The '''Personal Settings '''of a user's profile will control many aspect of the [[User|user]]'s interaction with their [[SmartSimple]] system.
 
The '''Personal Settings '''of a user's profile will control many aspect of the [[User|user]]'s interaction with their [[SmartSimple]] system.
Line 17: Line 19:
 
==Configuration - Essentials==
 
==Configuration - Essentials==
 
===Accessing Personal Settings===
 
===Accessing Personal Settings===
 +
In order to access your personal settings, simply click the '''icon '''of your name on the top right corner of the screen.
 +
 +
:: [[File:Personal settings.png|200px|border]] 
 +
===Editing Profile===
 +
In order to edit your profile, simply click on the '''Profile '''link from that menu. 
  
−
In order to access your personal settings, simply click the '''icon '''of your name on the top right corner of the screen.
+
Your details will be displayed. To edit the text of fields associated with your profile, click the '''Edit '''button at the top. 
 +
 
 +
Your screen will reload into '''Edit Mode '''- the fields will be able to be modified and the button at the top should now say '''View '''in order to switch back into '''read only '''viewing. 
 +
 
 +
:: [[File:Profile details.png|900px|border]]
 +
You are able to set the following values: 
  
−
:: [[File:Personal settings.png|300px|border]] 
+
{| class="wikitable"
 +
|-
 +
||'''First Name'''
 +
||First name of the person
 +
|-
 +
||'''Last Name'''
 +
||Last name of the person
 +
|-
 +
||'''Title'''
 +
||The business title of the person
 +
|-
 +
||'''Prefix'''
 +
||Prefix of the contact
 +
|-
 +
||'''Suffix'''
 +
||Suffix of the contact
 +
|-
 +
||'''Office Telephone'''
 +
||The phone number of the person's office
 +
|-
 +
||'''Office Extension'''
 +
||The direct extension that will enable calling the person
 +
|-
 +
||'''Email'''
 +
||The email address of the person
 +
|-
 +
||'''Primary Contact'''
 +
||Check this if this person should be displayed as the primary contact for their associated organization
 +
|-
 +
||'''Profile Image'''
 +
||Upload a profile image to accompany this person's profile
 +
|-
 +
||'''Organization'''
 +
||
 +
Select which organization to which this person should be associated. 
  
−
You can change your profile through the [[Configuration Menu|Configuration]], Personal Settings [[Menu|menu]], or by clicking on your name in the top left corner of the screen.
+
'''Note: '''Changing the organization will "move" that person to another organization.
  
−
1. Click your name in the top left of the screen.
+
For more information about creating organizations and associating users to organizations, see our [[Organization Hierarchy]] page.
  
−
The '''View User''' window is displayed.
+
|-
 +
||'''Address'''
 +
||
 +
The street address of the person, if different from their organization
  
−
[[Image:Ps2.png]]
+
|-
 +
||'''City'''
 +
||
 +
The city address of the person, if different from their organization 
  
−
* The contact details are displayed at the top of the screen. The following icons are to give quick access to key contact features.
+
|-
 +
||'''Country'''
 +
||
 +
The country of the person, if different from their organization 
  
−
{| border="1"
 
 
|-
 
|-
−
! align="center"|[[Image:WorkstationConfigurationIcon.png|link=|50px]]
+
||'''State/Province'''
−
!|[[Image:ViewCompanyIcon.png|link=|50px]]
+
||
−
!|[[Image:SearchInternetIcon.png|link=|50px]]
+
This will pop up depending on the '''Country '''that is chosen. This will indicate the state or province of the person, if different from their organization 
−
!|[[Image:PrintPreviewIcon.png|link=|50px]]
+
 
−
!|[[Image:PinBoardIcon.png|link=|50px]]
 
−
!|[[Image:OrgChartIcon.png|link=|50px]]
 
 
|-
 
|-
−
||Workstation Configuration
+
||'''Zip/Postal'''
−
||View Company
+
||
−
||Search Internet
+
This field will differ depending on the '''Country '''that is chosen - this will indicate the zip or postal code of the person, if different from their organization 
−
||Print Preview
+
 
−
||Pin Board
 
−
||Organization Chart
 
 
|}
 
|}
 +
'''Note: '''Any field that has been configured with a red asterisk next to it is ''mandatory ''and must be filled out in order to publish the person's profile. 
  
−
* Notes are displayed to the right of the screen.
+
<br />Fields that are auto-populated include the following: 
−
* Activity information that you have recorded or participated in such as meetings, telephones calls and email messages, are displayed below your personal details.
 
−
* A number of additional tabs will be displayed depending on the configuration that you establish.
 
  
−
With the exception of specific fields added to different types of people, this is the same screen used for every contact within [[SmartSimple]].
+
* '''Created Date: '''The date and time stamp that the person was initially created into the [[SmartSimple]] system
 +
* '''Last Updated: '''The date and time stamp of the last person that this person's profile was updated
 +
* '''Created By: '''The name of the user who created this person
 +
* '''Updated By: '''The name of the user who last updated this person's profile 
  
−
2. Click the '''Edit''' tab to display the '''Profile Edit''' window.
 
  
−
[[Image:Ps3.png]]
+
At the bottom of the profile '''Edit '''mode will be three buttons: 
  
−
You can set the following values:
+
* '''Save Draft: '''Clicking this button will allow storage of this information ''without ''validation (i.e. of the mandatory standard fields) 
 +
* '''Save: '''Clicking this button will store and publish this information ''depending ''on the validation 
 +
* '''Set Password: '''Clicking this button will allow you to set the password for the user.
  
−
* '''First Name''' - First Name of the person.
 
−
* '''Last Name''' - Last Name of the person.
 
−
* '''Title''' - Business title of the person.
 
−
* '''Phone/Extension''' - Direct line for the person and their extension.
 
−
* '''E-mail Address''' - An email address is required to allow a [[User|user]] to log into the system.
 
−
* '''Prefix/Suffix''' - Prefix and suffix of the contact.
 
−
* '''Organisation''' - The organisation to which this person should be associated. Changing the organisation will “move’ that person to another organisation.
 
−
* '''Street''' - Street of the person – if different from their organisation.
 
−
* '''City''' - City address of the person – if different from their organisation.
 
−
* '''Province''' - State address of the person – if different from their organisation.
 
−
* '''Country''' - Country of the person – if different from their organisation.
 
−
* '''Postal''' - Postal code of the person – if different from their organisation.
 
−
* '''Primary Contact''' - Indicates if this person should be displayed as the primary contact for the associated organisation.
 
  
−
When adding organisations to the system it will assume that the organisation is in the country that you are located.
+
* Notes are displayed to the right of the screen.
 +
* Activity information that you have recorded or participated in such as meetings, telephones calls and email messages, are displayed below your personal details.
 +
* A number of additional tabs will be displayed depending on the configuration that you establish.
  
 
==Changing the User’s Company or Address==
 
==Changing the User’s Company or Address==

Revision as of 16:41, 21 June 2019


Construction warning.png Please note that this page is currently under construction. There is more information to come.

Overview

The Personal Settings of a user's profile will control many aspect of the user's interaction with their SmartSimple system.

Your personal settings consist of the following: 

The following items may appear depending on your configuration:

  • Folder
  • Resource

Configuration - Essentials

Accessing Personal Settings

In order to access your personal settings, simply click the icon of your name on the top right corner of the screen.

Personal settings.png 

Editing Profile

In order to edit your profile, simply click on the Profile link from that menu. 

Your details will be displayed. To edit the text of fields associated with your profile, click the Edit button at the top. 

Your screen will reload into Edit Mode - the fields will be able to be modified and the button at the top should now say View in order to switch back into read only viewing. 

Profile details.png

You are able to set the following values: 

First Name First name of the person
Last Name Last name of the person
Title The business title of the person
Prefix Prefix of the contact
Suffix Suffix of the contact
Office Telephone The phone number of the person's office
Office Extension The direct extension that will enable calling the person
Email The email address of the person
Primary Contact Check this if this person should be displayed as the primary contact for their associated organization
Profile Image Upload a profile image to accompany this person's profile
Organization

Select which organization to which this person should be associated. 

Note: Changing the organization will "move" that person to another organization.

For more information about creating organizations and associating users to organizations, see our Organization Hierarchy page.

Address

The street address of the person, if different from their organization

City

The city address of the person, if different from their organization 

Country

The country of the person, if different from their organization 

State/Province

This will pop up depending on the Country that is chosen. This will indicate the state or province of the person, if different from their organization 

Zip/Postal

This field will differ depending on the Country that is chosen - this will indicate the zip or postal code of the person, if different from their organization 

Note: Any field that has been configured with a red asterisk next to it is mandatory and must be filled out in order to publish the person's profile. 


Fields that are auto-populated include the following: 

  • Created Date: The date and time stamp that the person was initially created into the SmartSimple system
  • Last Updated: The date and time stamp of the last person that this person's profile was updated
  • Created By: The name of the user who created this person
  • Updated By: The name of the user who last updated this person's profile 


At the bottom of the profile Edit mode will be three buttons: 

  • Save Draft: Clicking this button will allow storage of this information without validation (i.e. of the mandatory standard fields) 
  • Save: Clicking this button will store and publish this information depending on the validation 
  • Set Password: Clicking this button will allow you to set the password for the user.


  • Notes are displayed to the right of the screen.
  • Activity information that you have recorded or participated in such as meetings, telephones calls and email messages, are displayed below your personal details.
  • A number of additional tabs will be displayed depending on the configuration that you establish.

Changing the User’s Company or Address

If you wish to change the company that the user is associated with you can click the Lookup button, locate another company and associate the user with that company.

Ps4.png

If you add a user to a company after you have added the company address, the user’s address will be set the same as the company.

If you set the company name after adding a user, you can use the “Use Company Name” button to copy the company address to the user address.

Ps5.png

Additional User Settings

You need to click back to the View/Edit user to see these settings.

  • Password – use this menu to change your password.
  • Filters – use this menu to manage filters that you can create and use in Sales and Applicant Tracking.
  • Roles and Access – roles are used to determine the type of information that you need to gather from different groups of people. For example, an HR candidate will need to supply different information to a recruiter candidate.

Optional User Settings

Two additional items may be displayed on the menu, depending on applications enabled.

  • Folder – this menu will be displayed if the Applicant Tracking System (ATS) is enabled, and is used to “convert” a contact into a candidate.
  • Resource – this menu will be displayed if the Resource Tracking features are enabled and are used to set resource costs.

Changing Your Password

All passwords are randomly generated and sent by e-mail when the administrator first authorizes a user to access SmartSimple – no user (or administrator) can ever see another user’s password in the system.

1. Click the Settings, Password menu.

Ps14.png

2. Type your current password.

3. Type your new password.

4. Retype your new password.

5. Click the Submit button.

Ps15.png

Remember passwords are case sensitive!

Your password is changed.

Additionally, the option to edit your Challenge Question is located on this page. See Challenge Questions for additional details.

Requesting a New Password

If you forget your password you can request a new password be sent to your e-mail address from the Login screen.

1. Click the Forget your password link on the Login window.

Ps.16.png

The Request Password window is displayed.

2. Type your e-mail address – including the domain.

3. Click the Send button.

You will receive an e-mail with a new password.

Setting your Home Page

You can set the first page you will see when you log into the system.

1. Select the Communications, Pin board menu.

2. Click the Set Home button.

You can return to this page at any time by clicking the My Home button.

See Also

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Personal_Settings&oldid=35627’