=Overview=
The '''Personal Settings '''of a user's profile will control several key aspects of the [[User|user's]] interaction with their [[SmartSimple]] system.
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|300px|border]]
The '''Personal Settings '''of a user's profile will control many aspect of the [[User|user]]'s interaction with their [[SmartSimple]] system.
* Contact details
* [[Password]]
* User System Setting
* [[PasswordUser Role]]s and Access
* [[Filters]]
* [[User Role]]s and Access
The following items may appear depending on your configuration:
* Resource
==Configuration - Essentials=====Accessing Personal SettingsProfile===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|300px|border]]
===Editing Profile===
In order to edit your profile, simply click on the '''Profile '''link from that menu.
* [[Notes Overview|Notes]] are displayed as a tab on the right-hand menu.
* Any [[Association Settings|Associationsassociations]] that the contact has will also be displayed as a tab on the right-hand menu.
* 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===
In order the change a user's primary '''Organization, '''you can go into '''Edit Mode '''on the user's profile and locate another company and associate the user with that company.
:: [[File:Changing user address.png|400px600px|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. You are able to copy the organization address as the user address at any time with the down arrow icon to the right of the''' Organization''' field. :: [[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 to the '''Organization''' field in order to open up the organization's [[profile]]. For more information about user profiles, see our [[Profile]] page.
==Password==Clicking on the '''Note: Password '''If you add function from your profile menu will open a modal window that looks like this: :: [[File:Change password.png|800px|border]]All [[Password|passwords]] are randomly generated and sent by email when the [[Global User Administrator|System Administrator]] first authorizes a [[User|user]] to access a company after you have added the company address, the [[SmartSimple]] [[instance]] - no user or administrator can ever see another user's address will be set to password in the same details as the companysystem. For more information, see our [[Password Policy]] page.
'''You are able In order to copy change your password from the organization address as the user address at any time with the down arrow icon to the right of the Organization field text box; you can also use the View Organization button Personal Settings tab, simply type in order to open up the organizationyour current password, type and retype a new password, and click the '''s [[profile]]. Submit '''button.
==Additional User Settings==You need to click back to There will be a policy note at the View/Edit user to see these settingsbottom of the modal window that describes the required complexity of your password before you can submit a new one into the system.
* [[Password]] – use this menu to change your password.<pre> Remember: Passwords are case-sensitive! </pre>* [[Filters]] – use this menu to manage filters that If you are a SysAdmin, you can create and use in Sales and [[Applicant Tracking]].* [[Roles and Access]] – roles are used able to determine the type complexity 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.passwords and security measures concerning passwords by following these steps:
==Optional User Settings==Two additional items may be displayed 1. Click on the [[Menu|9-square menu]], depending icon on applications enabledthe top right of your page.
* :: {{Icon-Menu}} 2. Under the heading '''FolderConfiguration, ''' – this menu will be displayed if the Applicant Tracking System (ATS) is enabled, and is used to “convert” a contact into a candidate.* select '''ResourceGlobal Settings.''' – this menu will be displayed if the Resource Tracking features are enabled and are used to set resource costs.
==Changing Your Password==All [[3. Under the tab '''Security, '''select '''Password|passwords]] are randomly generated and sent by e-mail when the [[Administrator|administrator]] first authorizes a user to access SmartSimple – no user (or administrator) can ever see another user’s password in the systemActivation Policies.'''
1. Click ==System==Clicking on the '''SettingsSystem ''', option from your profile menu will open up a modal window that allows you to personalize and select the display settings of your use of the [[Password]] [[Menu|menuSmartSimple]]system.
:: [[ImageFile:Ps14System settings.png|900px|border]]The '''Security '''tab in this page will generate a TOTP (Time-based One-Time Password) secret key and QR code.
2. Type your current :: [[PasswordFile:System display settings.png|900px|passwordborder]]The '''Display '''tab in this page will allow you to modify the display views of the system.You can perform the following functions:
3. Type * Enable incoming [[Using Instant Messaging|Instant Messages]] to automatically open * Open records within other records in a modal window that won't disrupt you from your new main page * Enable Translation Audit Mode * Determine the amount of [[PasswordList Views Overview|passwordlist 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
4. Retype your new :: [[PasswordFile:System regional settings.png|600px|passwordborder]]The '''Regional '''tab will allow you to modify certain features of the system settings based on regionally-based constrictions.
5. Click You can modify the '''Submit''' button.following options:
[[Image:Ps15.png]]* '''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'''
'''Remember passwords are case sensitive!'''<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>
Your password is changed:: [[File:System other settings.png|450px|border]]The '''Other '''tab allows you to set '''Default Settings '''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 able to use '''XML '''import to set a common [[Profile]] template such as for CVs.
Additionally, the ==Roles and Access==Selecting the '''Roles and Access '''option from your profile menu will open up a modal window that allows you to edit change your [[Challenge Question]] is located on this page. See [[Challenge Question]]s for additional detailsrole and accessibility into the system.
==Requesting a New Password==:: [[File:Roles and access.png|800px|border]] If Here you forget your can set an access type, enable '''[[PasswordGlobal User Administrator|passwordSystem Administrator]] you can request a new password be sent to your e-mail address from the '''privileges, set '''Loginrestrictions, ''' and add, remove or modify [[User Role|roles]]. You are also able to set a [[Password|pasword]] from the Roles and Access screen.
1For more information, see [[User#From Their Profile|Activating a User]]. Click the '''Forget your password''' link on the Login windowTo understand our role-based security with more in-depth detail, please see [[Roles and Security Settings]].
==Filters==Clicking on the '''Filters '''option from your profile menu will open up a modal window that displays all of the system's [[Image:Ps.16.pngFilters]] used for [[List Views Overview|List View displays]] as well as for [[Advanced Search|Search functionality]].
The '''Request Password''' window is displayed:: [[File:Filters list.png|800px|border]]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]]===Notifications=Setting your Home Page==You can set Check your notifications at any time, with the first page you will see when you log into ability to limit your results to certain time periods by selecting the systemdates on a calendar.
1. Select the ===Request Screen Share===This will open up a modal window that shows which users also in your [[:Category:Communications|Communicationsinstance]]are currently online, Pin board [[Menu|menu]]whom you can then request to share your screen with for collaboration.
2. Click the ===Set as Homepage===Selecting this button will make the '''Set Homecurrent ''' buttonpage 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 [[User Role|role-based]] users exactly the information they should be seeing for their home page.
You can return to ===Logout===Clicking this page at any time by clicking the '''My Home''' buttonwill log you out of your SmartSimple session.
==See Also==
* [[System Settings]]
* [[User]]
* [[Roles and Security Settings]]
[[Category:System Management]]