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=Overview=
* Maintenance of your personal calendar in Outlook or [[SmartSimple]]. This feature also supports multiple notes for each calendar entry and the use of any custom calendar fields defined in [[SmartSimple]]. Notes can be created in Outlook or [[SmartSimple]].
* If you are using the [[SmartSimple]] [[Applicant Tracking]] system you can synchronize applicant information including applicant resumes.
=SmartSimple Initial Setup=
There are several items that must be configured in SmartSimple to enable you to be able to synchronize your Contacts and Calendar events with Outlook.
===SmartSimple Manager Permissions===
The ability to synchronize between SmartSimple and Outlook is controlled by a Manager Permission. Only users in a role which has been given the '''“Contacts – Allow Outlook Synchronization of All”''' will be able to use this feature.
# Login to SmartSimple using an account with Global User Administrator access.
# On the left navigation bar, under Configuration, click on Roles and Permissions.
# In Permission Settings, click on Manager Permissions.
# Click on the Contacts – Allow Outlook Synchronization of All permission.
# In the Manager Roles box on the right, select the roles you would like to have access to use the Outlook Add-In.
# Click '''Save'''.
Note: All users in the selected roles will be able to use the Outlook Add-In based on their configuration as described below.
===SmartSimple Company Ownership===
Only contacts in companies that the user is an owner (Manager) of will be available for that user to synchronize to their Outlook. This applies to either internal or external companies or branches.
#Login to SmartSimple using an account with Global User Administrator access.
#Navigate to view the companies (branches) that you would like to exchange contacts with. From the left navigation bar, under Communications, click '''Contacts'''.
#Click on '''Accounts''' on the menu bar at the top.
#You can search for particular companies by using the Account Search on the right side.
#Open the company record, typically by clicking on the company name from the list.
#Click '''Edit''' from the menu bar.
#Ensure that the Manager (Owner) field is set to your name.
#Click '''Save'''.
===SmartSimple User Role Permissions===
Each user will only be able to synchronize contacts which possess roles that they have selected in their personal system settings. In order for the role list to appear in a user’s system settings, they must first be given the ability to set (assign) those roles. If a user has multiple roles, only one of their roles needs to be given this access.
#Login to SmartSimple using an account with Global User Administrator access.
#On the left navigation bar, under Configuration, click on Roles and Permissions.
#In Role & Category Settings, click on User Roles.
#Click '''Edit''' for the role that the user belongs to
#In the Role Permissions section, select all of the roles that include the contacts that you want to synchronize.
#Click '''Save'''.
===SmartSimple Outlook Synchronization Roles===
Users can set which roles will be used for synchronization.
#Login to SmartSimple using the account of the user you want to configure for Outlook Synchronization.
#Open the user’s profile either through a clicking on an icon or clicking on the user’s name at the top of the page.
#Click on Settings then System.
#Scroll down the page until you see a section called Outlook synchronization.
#If you have set the User Role Permissions properly (as above) then you will see a list of roles. Only the roles selected will be available for synchronization.
#Check off roles you wish to enable for synchronization.
#Click Save.
=Installing Outlook Synchronization=
