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User

117 bytes added, 15:17, 4 June 2019
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==Overview==
A user is a [[contact]] that can log in and access a [[SmartSimple]] [[instance]]. If you use the [[Enabling User Access|enable login]] feature when adding contacts, they will be able to log into the system and you can consider them "users"; otherwise, you can consider them simply as "contacts." When enabling login access for contacts, you can choose to send each person an email containing their username, password, and the [[URL]] to access your instance of SmartSimple.
* Because [[Organization Terminology]] will vary between instances, remember that your specific instance may use different nomenclature for users/contacts. The related functions such as how to activate or add users in every instance will remain the same.
As part of the contact setup process, you assign contacts "roles." A user can access and manipulate information only to the extent permitted through their membership of specific [[User Role|roles]], combined with those roles' [[Role Based Security ability]] to manage system-wide [[Manager Permission|permissions]]. Roles therefore define user access to system resources such as the [[interfaces|interface]] they see, the [[application]]s they can access, the [[fields]] they see within each application, and the [[reports]] they can run.
* Example: A user who is a [[Global User Administrator|'''System Administrator''']] will have increased control and visibility to the system than a user whose role is simply '''Employee.'''
* Note: Although a user can be attributed with multiple roles, the system will always default to the '''minimum''' level of access.
 
 
:: [[Image:Uta-diagram-800w-Contact.jpg|link=Getting Started with the Universal Tracking Application|600px|border]]
 
==How to Add Users and Contacts==
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