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SmartFolders Overview

1,072 bytes added, 20:46, 29 May 2019
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Depending on the [[instance]], it may make sense to use company restrictions to establish security; in other situations, [[roles]] might be more effective.
 
===Testing External Access to a Shared Folder===
Whenever you add a new item for [[external]] access, it is a good idea to test the functionality.
 
1. Log in as on one of the contacts in the '''Contacts '''[[role]]. 
 
* Remember that people outside of your domain will need to enter their full e-mail address.
 
The customer [[menu]] displayed.
 
2. Go to the 9-square menu icon on the top right of the header. Under '''Tools, '''select '''SmartFolders.'''
 
3. The '''SmartFolders '''are displayed. 
 
* Any folders that are indicated with a '''New '''icon means that this is the first time you (in the '''Contacts '''role) are seeing these folders. 
 
* If you have created other folders with different permissions, they would not be visible. 
 
4. Log out from [[SmartSimple]]. 
 
5. Log in as the {{GUA}}. 
 
6. Follow Step 2 to go back to the '''SmartFolders '''window. Your new folders will be displayed without the '''New '''icon. 
 
SmartSimple will remember the last view of the folders, and redisplay this view when you next use the application. 
[[Category:System Management]][[Category:SmartFolders]][[Category:Applications]]
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