User & Contact Settings

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Revision as of 10:14, 13 July 2017 by Ciaran Donnelly (talk | contribs)

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Note: The terms Staff and Contact may have been renamed in your instance of SmartSimple.

StaffAndContactSettings2017.png

  • Standard Fields - Standard fields associated with users.
  • Custom Fieldscustom 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 external web pages where contacts can register.
  • Duplicate Check Settings - 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 View - used to configure the list view for users.
  • Lookup List View - used to configure the fields shown when using an Ajax lookup on users, also determines the list view for the Lookup dialog for the standard field "Organization" in the . See Configuring Ajax List Views.
  • Activity List View - used to configure the list views for users
  • Deleted User / Contact - Allows you to view and/or restore recently deleted users.
  • Disable Restriction on Duplicate Email Address - Allow a new user to register with same Email address as existing contact
  • User / Contact Delete Redirect Template - Allows you to personalize the landing page after a user is deleted.