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Personal Settings

68 bytes added, 19:35, 31 October 2007
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The personal settings control many aspects of a [[User|user's ]] interaction with [[SmartSimple]].
Your personal settings consist of the following:
* Contact details
* User System Settings
* [[Password ]]
* Filters
* Roles & Access
'''[http://smartsimple.com/files/113/f102251/Managing_your_Personal_Settings_viewlet_swf.html View It Here]'''
You can change your profile through the [[Configuration Menu|Configuration]], Personal Settings [[Menu|menu]], or by clicking on your name in the top left corner of the screen.
1. Click your name in the top left of the screen.
* A number of additional tabs will be displayed depending on the configuration that you establish.
With the exception of specific fields added to different types of people, this is the same screen used for every contact within [[SmartSimple]].
2. Click the '''Edit''' tab to display the '''Profile Edit''' window.
* '''Title''' - Business title of the person.
* '''Phone/Extension''' - Direct line for the person and their extension.
* '''E-mail Address''' - An email address is required to allow a [[User|user ]] to log into the system.
* '''Prefix/Suffix''' - Prefix and suffix of the contact.
* '''Organisation''' - The organisation to which this person should be associated. Changing the organisation will “move’ that person to another organisation.
==Changing the User’s Company or Address==
If you wish to change the company that the [[User|user]] is associated with you can click the '''Lookup''' button, locate another company and associate the [[User|user ]] with that company.
[[Image:Ps4.png]]
If you add a [[User|user]] to a company after you have added the company address, the [[User|user’s ]] address will be set the same as the company.
If you set the company name after adding a [[User|user]], you can use the “Use Company Name” button to copy the company address to the [[User|user ]] address.
[[Image:Ps5.png]]
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