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User

1,431 bytes added, 17:16, 29 May 2019
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==Definition==A user is a [[contact]] that can log in and access [[SmartSimple]] through one of the four three [[Interfaces|interface]] models supported.
A user can access and manipulate information only to the extent permitted through their membership of specific [[Role|roles]], combined with those roles’ [[Role Based Security|ability]] to manage system-wide [[Manager Permissions|permissions]].
 
==How to Activate Users==
1. Access the [[contact]](s) you are looking for with the 9-square [[menu]] icon on the top right of your screen.
 
 
[[File:052919_MenuIcon.png]]
 
 
2. For a comprehensive list of all contacts, select '''People '''under the '''Organizations '''heading. 
 
 
3. From the [[Organization hierarchy,|Organization Hierarchy]] under '''Organizations, '''you may access contacts by finding them under their associated [[internal]] or [[external]] organization. If the contact is inactive, they will have a lock icon next to their name.
[[File:LockIcon.png]]
 
* To the right of each [[User|user]] the following icons are displayed: [[File:EnvelopeIcon.png]][[File:KeyIcon.png]]
 
The '''Envelope''' icon can be used to send an [[Using Instant Messaging|Instant Message]] or email to the user.
 
The '''Key''' icon indicates that this user can log into [[SmartSimple]] - their '''Status''' is set to '''Enabled''' in the '''User Settings'''.
 
 
4. Click on the contact name to go to their [[Profile|profile]].
5. To enable the contact, select the grayed-out '''Key''' icon on the top right of their profile.
 
 
[[File:ActivateUser.png]]
 
6. A confirmation pop-up will appear. You may choose to activate the user automatically (without password), active them and send an automated password to their email, or cancel the activation process.
 
[[File:ActivateUserConfirmation.png|350px]]
 
 
==See Also==
* {{GUA}}
* {{LUA}}
* [[Profile]]
[[Category:Glossary]][[Category:Contacts]]
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