Changes

Jump to: navigation, search

User

565 bytes added, 17:11, 4 June 2019
no edit summary
* 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.'''
:::: [[File:ContactButtons.png|border]]
====Importing Contacts====
The import process consists of copying external information (ex: if it is already listed on an Excel file) onto an '''Import Window, '''validating the information mapping before uploading, and uploading the data to SmartSimple. If you need to split contact information, this technique will be repeated: once for [[Importing Organisation Records#Importing Organization Records|organization records]] that will categorize companies onto the [[Organization hierarchy|organization hierarchy]], and once for the contact data that will create profiles for users. 
 
===Activating a User===
====From Their Profile====
2,299
edits

Navigation menu