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A contact is a record representing a single person associated with any external organization.

  • If you use the Enable login feature when adding contacts, they will be able to log into the system and you can consider them “users”, otherwise you can consider them as simply contacts.
  • When you add contacts that you wish to access SmartSimple, you can choose to send each person an e-mail containing their username, password, and the URL (link) to access your instance of SmartSimple.
  • As part of the contact setup process, you assign contacts "roles"; these roles define their access to specific system resources such as the interface they see, the applications they can access, the fields they can see within each application and the reports they can run.


See Also