The personal settings control many aspects of a [[User|user's]] interaction with [[SmartSimple]].{{Banner-UnderConstruction}}
Your personal settings consist of the following:
* Contact details
* User System Settings
* [[Password]]
* Filters
* Roles & Access
* Pin Board
The following items may appear depending on your configuration:=Overview=The '''Personal Settings '''of a user's profile will control several key aspects of the [[User|user's]] interaction with their [[SmartSimple]] system.
* Folder * Resource In order to access your personal settings, simply click the icon of your name on the top right corner of the screen.
==Modifying your :: [[File:Personal Settings==settings.png|300px|border]]The '''Personal Settings '''of a user's profile will control many aspect of the [[User|user]]'s interaction with their [[SmartSimple]] system.
'''[httpYour personal settings consist of the following://www.smartsimple.com/DotOrg/flash/Managing_your_Personal_Settings_viewlet_swf.html View It Here]'''
You can change your profile through the * Contact details* [[Configuration Menu|ConfigurationPassword]], Personal Settings * User System Setting* [[Menu|menuUser Role]]s and Access* [[Filters]], or by clicking on your name in the top left corner of the screen.
1. Click The following items may appear depending on your name in the top left of the screen.configuration:
The '''View User''' window is displayed.* Folder* Resource
[[Image:Ps2=Configuration - Essentials===Profile=====Editing Profile===In order to edit your profile, simply click on the '''Profile '''link from that menu.png]]
* The contact Your details are will be displayed . To edit the text of fields associated with your profile, click the '''Edit '''button at the top of the screen. The following icons are to give quick access to key contact features.
[[Image:Ps1Your 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.png]]
* Notes are displayed to the right of the screen:: [[File:Profile details.png|900px|border]]* Activity information that you have recorded or participated in such as meetings, telephones calls and email messages, You are displayed below your personal details.* A number of additional tabs will be displayed depending on able to set the configuration that you establish. following values:
With {| class="wikitable"|-||'''First Name'''||First name of the person|-||'''Last Name'''||Last name of the person|-||'''Title'''||The business title of the exception person|-||'''Prefix'''||Prefix of the contact|-||'''Suffix'''||Suffix of the contact|-||'''Office Telephone'''||The phone number of specific fields added to different types the person's office|-||'''Office Extension'''||The direct extension that will enable calling the person|-||'''Email'''||The email address of people, the person|-||'''Primary Contact'''||Check this is if this person should be displayed as the same screen used primary contact for every contact within [[SmartSimple]]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.
2. Click the '''EditNote: ''' tab Changing the organization will "move" that person to display the '''Profile Edit''' windowanother organization.
For more information about creating organizations and associating users to organizations, see our [[Image:Ps3.pngOrganization Hierarchy]]page.
You can set |-||'''Address'''||The street address of the following values:person, if different from their organization
* '''First Name''' |- First Name of the person.* ||'''Last NameCity''' - 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 city 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. organization
When adding organisations to the system it will assume that the organisation is in |-||'''Country'''||The country of the country that you are located.person, if different from their organization
==Changing |-||'''State/Province'''||This will pop up depending on the '''Country '''that is chosen. This will indicate the User’s Company state or Address==province of the person, if different from their organization
If you wish to change the company that the [[User|user]] is associated with you can click the -||'''LookupZip/Postal''' button, locate another company and associate the [[User||user]] with This field will differ depending on the '''Country '''that company.is chosen - this will indicate the zip or postal code of the person, if different from their organization
[[Image|}'''Note:Ps4.png]] If you add '''Any field that has been configured with a [[User|user]] red asterisk next to a company after you have added the company address, the [[User|user’s]] address will it is ''mandatory ''and must be set the same as filled out in order to publish the companyperson's profile.
If you set <br />Fields that are auto-populated include the company name after adding a [[User|user]], you can use the “Use Company Name” button to copy the company address to the [[User|user]] address.following:
* '''Created Date: '''The date and time stamp that the person was initially created into the [[Image:Ps5.pngSmartSimple]]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==Additional Personal Settings==* '''Updated By: '''The name of the user who last updated this person's profile
Additional personal settings are accessed through the '''Settings''' tab.
[[ImageAt the bottom of the profile when you are in '''Edit '''mode will be three buttons:Ps6.png]]
1* '''Save Draft: '''Clicking this button will allow storage of this information ''without ''validation (i.e. Click on of the mandatory standard fields) * '''Save: '''SettingsClicking this button will store and publish this information ''depending ', 'on the validation * ''System'Set Password: '' [[Menu|menu]]'Clicking this button will allow you to set the password for the user.
===Other Features of the Profile===The '''User Settings''' page is displayed.user profile will also have other notes and details:
* [[Image:Personalsettings.jpgNotes Overview|Notes]] Use this page to set the following values: <u>'''User Settings – Display Options'''</u> [[Image:Ps8.png]] * '''Automatically open incoming instant messages''' – opens the quick message window whenever are displayed as a message is received.* '''Automatically collapse People Online''' – displays tab on the people online collapsedright-hand menu.* '''Left Navigation Style''' – choose '''Static''' for Any [[MenuAssociation Settings|menusassociations]] that don’t expand or dynamic for menus that open and close.* '''UTA Tabs''' – used to control the presentation of tabbed fields when the [[Universal Tracking Application]] is used.* '''Font Size''' – choose contact has will also be displayed as a larger font size for your view of tab on the systemright-hand menu. * '''Number of Records Per page''' – defines the number of records per page Activity information that you wish to see when information is displayed have recorded or participated in such as a list. You can choose 10meetings, 15telephones calls and email messages, 20, 40, 60, 80 or 100.* '''Text Editor''' – enables and disables the '''Rich Text/HTML Editor'''.* '''Publish Pin board''' – make are displayed below your personal Pin board visible to other peopledetails.* '''List View Thumbnail Size''' – determines A number of additional tabs will be displayed depending on the size of images in reports.* '''Discussion Alias''' – an anonymous name configuration that you wish to use when posting to [[SmartSimple]] discussions that are enabled for public accessestablish.
<u>===Changing the User’s Company or Address===In order the change a user's primary ''User Settings – Regional Options'Organization, ''</u>'you can go into '''Edit Mode '''on the user's profile and locate another company and associate the user with that company.
These options determine your regional settings:: [[File:Changing user address.png|600px|border]] '''Note: '''If you add a [[User|user]] to a company after you have added the company address, the user's address will be set to the same details as the company.
[[Image:Ps9.png]] * '''Input Date Format''' – the individual [[User|user's]] preferred entry format for date time values.* '''Input Short Date Time Format''' – the individual [[User|user's]] preferred short display format for date time values. * '''Input Long Date Time Format''' – the individual [[User|user's]] preferred link format for date time values.* Regardless of the date time format selected, the date and time will be shown to other [[User|user's]] in their own preferred settings.* '''Time Difference (in hours)''' – used You are able to set your local time.* '''Home Currency''' – copy the default currency for this user. This currency will be referenced in applications such organization address as Sales Tracking and Expense Tracking. This currency will be assumed to be the default currency for this user in these applications.* '''Language''' – address at any time with the language that you wish to use. Currently you can select from seven languages.* '''Internet Map Service''' – determines the Internet service you wish down arrow icon to use when displaying maps.* If you enable the '''Internet Map''' feature, then right of the '''MapOrganization''' icon will be displayed next to each address. [[Image:Ps10field.jpg]] <u>'''User Setting – New User Default Settings'''</u>
The :: [[File:Use company address icon.png|150px|border]] Once you have either clicked the '''Save '''or '''Save Draft '''button after adding an organization to a user, there will also be a''' View Organization''' button next set of options is used to control how the system should handle new contacts that you add the '''Organization''' field in order to open up the systemorganization's [[profile]].
[[Image:Ps11.png]] * '''Company''' – determines the company to which individual contacts should be added – if you do not select a company before creating the new contact. GenerallyFor more information about user profiles, you will create a new company named “general contacts” and set this as the default company in this field.* '''Role''' – determines the “type” of contact that you most frequently will be adding to the system. This feature ensures that the correct fields are displayed for a new contact specific to your needs.* '''Default ATS Folder''' – determines which folder to use for new applicants – only used in conjunction with the see our [[Applicant TrackingProfile]] Systempage.
<u>==Password==Clicking on the '''CachePassword '''</u>function from your profile menu will open a modal window that looks like this:
When you work with calendar pop-ups you can drag :: [[File:Change password.png|800px|border]]All [[Password|passwords]] are randomly generated and sent by email when the calendar [[Global User Administrator|System Administrator]] first authorizes a [[User|user]] to any location on the screen and the system will remember that location. So the next time you access a pop[[SmartSimple]] [[instance]] -up calendar it will be displayed no user or administrator can ever see another user's password in the same locationsystem. For more information, see our [[Password Policy]] page.
[[Image:Ps12.png]] You can clear this setting by clicking In order to change your password from the Personal Settings tab, simply type in your current password, type and retype a new password, and click the '''ClearSubmit ''' button.
<u>'''Wireless Settings'''</u>There will be a policy note at the bottom of the modal window that describes the required complexity of your password before you can submit a new one into the system.
[[Image<pre> Remember:Ps13.png]]Passwords are case-sensitive! </pre> * '''Wireless Login ID''' - the pass code If you are a SysAdmin, you must use to access [[SmartSimple]] using your cell phone or other wireless devices.* To access SmartSimple via your web enabled cell phone or personal digital assistant go are able to determine the complexity of passwords and security measures concerning passwords by following [[URL]]these steps: '''http://youralias.smartsimple.com/wml/'''
==Additional User Settings==1. Click on the 9-square menu icon on the top right of your page.
You need to click back to the View/Edit user to see these settings.* [[Password]] – use this menu to change your password.:: {{Icon-Menu}} * [[Filters]] – use this menu to manage filters that you can create and use in Sales and [[Applicant Tracking]]2.* [[Roles and Access]] – roles are used to determine Under the type of information that you need to gather from different groups of people. For exampleheading '''Configuration, an HR candidate will need to supply different information to a recruiter candidate '''select '''Global Settings.'''
==Optional User Settings==3. Under the tab '''Security, '''select '''Password and Activation Policies.'''
Two additional items may be displayed ==System==Clicking on the [[Menu|menu]], depending on applications enabled.* '''FolderSystem ''' – this option from your profile menu will be displayed if open up a modal window that allows you to personalize and select the Applicant Tracking System (ATS) is enabled, and is used to “convert” a contact into a candidate.* '''Resource''' – this menu will be displayed if display settings of your use of the Resource Tracking features are enabled and are used to set resource costs[[SmartSimple]] system.
==Changing Your :: [[File:System settings.png|900px|border]]The '''Security '''tab in this page will generate a TOTP (Time-based One-Time Password==) secret key and QR code.
All :: [[PasswordFile:System display settings.png|passwords]] are randomly generated and sent by e-mail when the [[Administrator900px|administratorborder]] first authorizes a user The '''Display '''tab in this page will allow you to access SmartSimple – no user (or administrator) can ever see another user’s password in modify the display views of the system.You can perform the following functions:
1. Click the '''Settings''', * Enable incoming [[PasswordUsing Instant Messaging|Instant Messages]] to automatically open * Open records within other records in a modal window that won't disrupt you from your main page * Enable Translation Audit Mode * Determine the amount of [[MenuList Views Overview|menulist view]].records per page* Auto complete number of records that are displays* Set a default/automatic email '''From Address '''that will be used when you send anything from your system
:: [[ImageFile:Ps14System regional settings.png|600px|border]] 2. Type your current [[Password|password]]The '''Regional '''tab will allow you to modify certain features of the system settings based on regionally-based constrictions.
3. Type your new [[Password|password]].You can modify the following options:
4. Retype your new [[Password|password]].* '''Language'''* '''Input Date Format'''* '''Display Short Date Format'''* '''Display Long Date Format'''* '''Display Time Format'''* '''Time Zone'''* '''Home Currency'''* '''Numeric Decimal Separator'''* '''Numeric Thousands Separator'''
5. Click the '''Submit''' button<pre> It is always best practice to ensure a specific, appropriate, and correct regional time-zone settings, particularly if your company works in applications that maintain deadlines.</pre>
:: [[ImageFile:Ps15System other settings.png|450px|border]] The '''Other '''tab allows you to set '''Default Settings '''Remember passwords regarding new [[User|users]] and [[Organization|organizations]]. You are able to select a company or role that all users will be organized into, and/or select the parent company and [[Client Categories|category]] that new organizations will be sorted into. This structure pertains to the [[Organization hierarchy|organization hierarchy]] that every [[SmartSimple]] [[instance]] has as its base architecture. You are case sensitive!able to use '''XML '''import to set a common [[Profile]] template such as for CVs.
Your password is changed==Roles and Access==Selecting the '''Roles and Access '''option from your profile menu will open up a modal window that allows you to change your role and accessibility into the system.
==Requesting :: [[File:Roles and access.png|800px|border]] Here you can set an access type, enable '''[[Global User Administrator|System Administrator]] '''privileges, set '''Login restrictions, '''and add, remove or modify [[User Role|roles]]. You are also able to set a New [[Password==|pasword]] from the Roles and Access screen.
If you forget your For more information, see [[PasswordUser#From Their Profile|passwordActivating a User]] you can request a new password be sent to your e. To understand our role-based security with more in-mail address from the '''Login''' screendepth detail, please see [[Roles and Security Settings]].
1. Click the ==Filters==Clicking on the '''Forget your passwordFilters ''' link on option from your profile menu will open up a modal window that displays all of the Login windowsystem's [[Filters]] used for [[List Views Overview|List View displays]] as well as for [[Advanced Search|Search functionality]].
:: [[ImageFile:Ps.16Filters list.png|800px|border]] The '''Request Password''' window is displayed.You are able to toggle the list view so that it displays all the associated filters for the following:
2. Type your e-mail address – including the domain.* '''Branch and Organization'''* '''Staff and Contact'''* '''Transactions'''* '''{{UTA}}s '''
3. Click the Clicking on the '''SendName ''' buttonof each filter will open up another modal window that allows you to edit the filter - it displays the name, the public or private nature of the filter, and the actual criterion included in the filter.
You will receive an e-mail with a new password.==Actions from Profile Menu==Underneath the '''Settings '''of the profile menu are also '''Actions '''that you can perform:
:: [[File:Other actions profile.png|250px|border]]==Setting your Home Page=Notifications===Check your notifications at any time, with the ability to limit your results to certain time periods by selecting the dates on a calendar.
You can set the first page you ===Request Screen Share===This will see when open up a modal window that shows which users also in your [[instance]] are currently online, whom you log into the systemcan then request to share your screen with for collaboration.
1. Select ===Set as Homepage===Selecting this button will make the '''current '''page you are on the default page that you see when you log into the system; this is customizable and unique per user but allows a handy way to give [[:Category:CommunicationsUser Role|Communications]], Pin board [[Menu|menurole-based]]users exactly the information they should be seeing for their home page.
2. Click the '''Set Home''' button===Logout===Clicking this will log you out of your SmartSimple session.
You can return to this page at any time by clicking the '''My Home''' button.==See Also==* [[System Settings]]* [[User]]* [[Roles and Security Settings]]
[[Category:System Management]][[Category:View It]]