Changes

Jump to: navigation, search

Administrator Interface

10 bytes added, 18:29, 31 May 2019
no edit summary
This will open up the following categorized headings: 
===Applications Menu===
The following items are listed under this [[Menu|menu]] heading:
* [[Search File Fields]] to provide searching of attached files stored within tracking [[Application|applications]].
===Communications Menu===
Items in this [[Menu|menu]] support the communications features of [[SmartSimple]].
* [[:Category:Reports|Reports]] – preview reports and dashboards that you are enabled to use or create new reports or dashboards.
===Organization Menu===
Items on the organization menu display people within your copy of [[SmartSimple]].
* [[External]] Contact – displays a similar tree view of all other organizations and people that do not work within your organization.
===Configuration Menu===
The [[Configuration Menu|configuration menu]] is used to set both personal and organization configuration options. Some of these items will only be displayed if you are a system [[Administrator|administrator]].
* [[Roles & Permissions|Roles & Permissions]] – provides access to define [[User|user]] [[Role|roles]], account categories, manager permissions and notes permissions.
===Help Menu===
* '''Downloads''' – provides access to downloadable [[SmartSimple]] enhancement features: Microsoft Outlook, Word, Excel and Folder integration, as well as downloadable documentation.
* '''Support Request''' – use this form to request support from the [[SmartSimple]] Help Desk system.
2,299
edits

Navigation menu