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User

13 bytes added, 20:26, 3 June 2019
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:* Our [[Duplicate Check Settings|duplication check]] works on email, so if a user has the same email as someone who is already in the system, they will not be added as a new contact.
 
6. If [[Roles]] are available to your SmartSImple instance, you may have to select which role you want this contact to fit into. 
::
::* Even if you select multiple roles, our system will default to the '''minimum''' level of access.
 
7. You may choose to '''Save Draft''' or '''Save''' the contact record. If you select '''Save Draft''', it will only store the information on the page. If you select '''Save''', it will validate the information on the page.
:::: [[File:ContactButtons.png|border]]
 
===Activating a User===
====From Their Profile====
 
Adding a user to a level of the hierarchy does not mean that when they log in they will be able to access the system. You must manually enable the user to have access to the system.
:: [[File:RolesandAccess.png|border]]
 ==How to Activate Users==From the Organization Hierarchy====
This process will change a contact ''into'' a user, therefore enabling them to specifically log in and access [[SmartSimple]].
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