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Profile

2,810 bytes added, 15:10, 24 June 2019
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:: [[File:Profile properties.png|650px|border]]
Underneath the '''Properties''' icon is a '''three person''' button that will list the [[User Role|role(s)]] that the user has been organized under.
Underneath :: [[File:Profile roles.png|180px|border]]: :* See the [[User Role]] page for more information such as creating new roles, adding and/or removing users from roles. See the [[Roles and Security Settings]] page for more information about SmartSimple's role-based security and the accessibility of certain roles to SmartSimple features.  At the top of the page, above the '''Name''' displayed of the user, are the following buttons: :: [[File:Profile buttons.png|300px|border]]{| class="wikitable"|-||'''Back Button'''||The '''left arrow '''will bring you back to the last page that you visited. The '''Propertiesdrop down ''' icon is button next to this will enable a list of recently visited pages, which you can go through and directly click on to easily bring you to previous pages. |-||'''New Button''three person'||The '''new ''' button that will list the enable a drop down of '''New '''functions. On a user profile, this will include [[User#Adding Users and Contacts|adding new users]] and activities. On an '''organization '''profile, this will include options to [[Importing Organisation Records|import or add new users, organizations, and activities]].  |-||'''Edit'''||The '''Edit '''button enables you, if you have permission (normally must be in a [[Global User RoleAdministrator|System Administrator]] role(), to '''Edit '''the details of the user's)profile, including the information filled out for [[Standard Fields|standard]] and [[Custom Fields|custom fields]], their organization associations, and so on.  * When you are in '''Edit Mode, '''this button will be labelled '''View. '''You can click on the '''View '''button at any time to switch back into a read-only mode.  |-||'''Options'''||The '''Options '''button has a drop down of available functions, some of which will only be available to those in SysAdmin role.  * '''Action > [[Emulation Mode|Emulate Session]]: '''Clicking this button will refresh onto the homepage of the [[SmartSimple]] [[instance]] from the role of that user. The SysAdmin will be able to test functionality of role-based portals, security, etc by emulating the session of a user with a lower-level role than SysAdmin. You will be able to know you are emulating a session of another user as there will be a banner at the top of your page that states, "''You are viewing the system as [User Name]."''* '''History > Login Details: '''Displays the date and time stamp of the user's last login, their browser and system version, and the last IP address of login.* '''History > Reader Log: '''Displays a list of all viewers who have viewed this user's profile, including the start and end times as well as whether they were in '''View '''or '''Edit '''mode. * '''History > Workflow History: '''If the user has been organized underhad any impact or association with [[Workflows]], they will appear in a list view here.  * '''Properties > Roles and Access: '''
:: [[File:Profile roles.png|180px|border]]
In order to add more '''Roles''' to the user,|}
==See Also==
:* [[User & Contact Settings|User & Contact Settings]]:* [[Company & Account Settings|Company & Account Settings]]:* [[User]]:* [[Personal Settings]]
[[Category:Glossary]]
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