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User

5 bytes added, 19:41, 4 June 2019
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===User & Contact Settings===
<pre> Note that the terms '''Staff '''and '''Contact '''may have been [[Organization Terminology|renamed]] in your instance of SmartSimple. </pre>
To modify the settings associated with users: 
1. Click on the 9-square menu icon on the top right of your page.
:: [[File:StaffAndContactSettings2017.png|link=|900px|border]]
: :* '''Standard Fields: '''[[Contact and Account Standard Fields|Standard fields]] associated with users. :* '''Custom Fields: '''[[Custom Fields|Custom fields]] associated with both [[internal]] and [[external]] users.:* '''Dynamic Field Visibility Controls: '''Configure dynamic field visibility controls for users.:* '''Statuses: '''Statuses used for users.:* '''Submit & Save Buttons: '''Submit & Save buttons used for users.:* '''SmartCheck Validation:''' SmartCheck validation to attach to form buttons for users.:* '''Signup Pages: '''Used to manage [[Creating a Signup Page|external web pages where contacts can register]]. :* '''Duplicate Check Setting: '''Allows you to define which fields are prompted for and compared with existing Contacts for duplicates when adding new users. See [[Duplicate Check]].:* '''Default User Settings: '''Manage default settings for first time login user  * '''List Views: '''Used to configure the [[List View|list view]] for users.* '''Lookup List Views: '''Used to configure the fields shown when using an [[Ajax]] lookup on users; also determines the [[List View|list view]] for the Lookup dialog for the [[standard field]] "Organization" in the {{UTA}}. See [[Configuring Ajax Lists Views]]. * '''Activity List Views: '''Used to configure the [[List View]] for the activities of users. * '''Deleted Staff/Contact: '''Allows you to view, restore, or purge recently deleted users. For more complete instructions, see [[User#Restore or Purge Deleted Contacts|here]]
:* '''List Views: '''Used to configure the [[List View|list view]] for users.
:* '''Lookup List Views: '''Used to configure the fields shown when using an [[Ajax]] lookup on users; also determines the [[List View|list view]] for the Lookup dialog for the [[standard field]] "Organization" in the {{UTA}}. See [[Configuring Ajax Lists Views]]. 
:* '''Activity List Views: '''Used to configure the [[List View]] for the activities of users. 
:* '''Deleted Staff/Contact: '''Allows you to view, restore, or purge recently deleted users. For more complete instructions, see [[User#Restore or Purge Deleted Contacts|here]]. 
==See Also==
:* [[Administrator]]:* {{GUA}}:* [[Profile]]:* [[Reporting on User Type and Access Type]]:* [[Password Variables to Set or Reset User Passwords]] 
[[Category:Glossary]][[Category:Contacts]]
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