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:: [[File:Import Staff Button.png|130px|border]]
: :* Note that the term '''Staff '''may be different depending on your instance, as [[Organization Terminology|organization terminology]] is configurable.
'''Step 1 '''of the '''User Import Wizard '''is displayed.
5. Set the [[User Role|role]] to '''Employee, '''or another relevant role that is available.
:* If a role you would like is unavailable, learn how to [[Creating User Roles|create user roles]].
6. Set the '''Column Delimiter '''to '''Tab.'''
::: [[File:Import Staff.png|650px|border]]7. Check '''First Row Contains Field Names.''' 8. Click the '''Analyze '''button. 9. A pop-up will appear to confirm your action. Select the '''YES '''button. :: [[File:Screenshot 14.png|border]] 10. The analyzed data of your imported records will appear. At this stage, you have the opportunity to '''deselect '''any employees you do not wish to add; you may also edit their information, such as their email addresses. At the bottom of the screen, you will see different methods to add users to the SmartSimple instance. Select one, then click '''Upload.''' :: [[File:user activation.png|200px|border]] 11. Your successfully imported contact records will appear in a list. :: [[File:SuccessfulImportStaff.png|650px|border]]
===Activating a User===
2. Under the heading '''Properties,''' select '''Roles and Access'''.
::: [[File:RolesandAccess.png|border]]
3. Once the modal window of '''Roles and Access '''opens, look to the top left of the window to enable '''Advanced Options '''to open up Access Types.
4. To enable typical '''User Access, '''toggle on '''User Access. '''If you would like to make a new user a [[Global User Administrator|'''System Administrator''']], then toggle that option on the right.
::: [[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.
[[File:LockIcon.png]]
::* To the right of each [[User|user]] the following icons are displayed: [[File:EnvelopeIcon.png]][[File:KeyIcon.png]]
The '''Envelope''' icon will open the Message Center to send a message to the user. Another inter-user communication method is [[Using Instant Messaging|Instant Message]], although its function is more effectively used to see which users are currently online.
==See Also==
::* [[Administrator]]::* {{GUA}}::* {{LUA}}::* [[Profile]]
[[Category:Glossary]][[Category:Contacts]]
