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User

699 bytes added, 20:53, 3 June 2019
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:: [[File:NewStaff.png|border]]
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:* Our [[Duplicate Check Settings|duplication check]] works  relies on emailinformation, 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. 
::: [[File:Role.png|700px|border]]
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::* Even Keep in mind that 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:enableuseraccess.png|700px|border]]
5. After saving the access options that you have selected, the buttons at the bottom of the modal window will display password setting and sending options. 
 
:: [[File:Password.png|border]] 
 
* If you select '''Send Password, '''the user will receive an automated password in an email. From there, they can log into the SmartSimple system and change their password manually. 
 
* The option to '''Set Password '''is not typically recommended except in necessary situations, such as if a client on the phone demands for a timely setting of the password. 
 
After following these steps, your new user is now enabled to log into the system with their password. 
 
====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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