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User

1,300 bytes added, 20:04, 3 June 2019
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* Importing using the [[APIs|API]] functionality and a custom program that your organization could create
 
===Manually Adding Users===
'''Note: '''If you enable the login feature when adding people, they will be able to log into the system and you can consider them "users." Without this user activation, they are simply '''contacts.'''
 
People are always added to some level of the hierarchy; so, when you wish to add a new person, you must first select the appropriate organization level. 
 
1. Click the 9-square [[menu]] icon on the top right of your screen.
 
:: {{Icon-Menu]]
 
2. Under the heading '''Organizations, '''select '''Organization Hierarchy.'''
 
3. Select the organization to which you wish to add the new person. 
 
* The [[The Root Company|root organization]] is listed first underneath both the [[internal]] and [[external]] tabs. 
* The [[internal]] records are listed underneath the first tab; the [[external]] records are listed underneath the second. 
* Depending on the [[instance]], the [[Organization Terminology|terminology]] of your internal vs external headings will vary. 
 
4. Click the '''New '''button, which will reveal drop-down that allows you add a new user. 
 
:: [[File:NewUser.png|border]]
 
5. If [[Roles]] are available to your SmartSImple instance, you may have to select which role you want this contact to fit into. 
 
::  [[File:Role.png|300px|border]]
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