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User

750 bytes added, 19:54, 3 June 2019
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A user can access and manipulate information only to the extent permitted through their membership of specific [[Role|roles]], combined with those roles’ [[Role Based Security|ability]] to manage system-wide [[Manager Permissions|permissions]].
 
==How to Add Users and Contacts==
 
You can add people to the [[Organization hierarchy|organization hierarchy]] using any of the following techniques:
* Manually entering contacts
* Uploading in bulk through [[Importing Organisation Records#Importing User Data|'''Import Wizards''']]
* Uploading in bulk through [[Autoloader]]
* Enabling one or more company [[Signup Page|sign up pages]]
* Importing contacts from '''Microsoft Outlook''' using the [[SmartSimple Outlook Synchronization|Outlook Plug-in]] feature
* Importing using the [[APIs|API]] functionality and a custom program that your organization could create
 
 
==How to Activate Users==
This process will change a contact ''into'' a user, therefore enabling them to specifically log in and access [[SmartSimple]].
 
1. Access the [[contact]](s) you are looking for with the 9-square [[menu]] icon on the top right of your screen.
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