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User
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This example uses [[internal]] users, so they will need to be added to the internal hierarchy of the organization hierarchy.
:: [[File:excelimportinfo.png|500px420px|border]]
Before beginning this process, highlight rows A1 to D22 and select '''Ctrl + C '''to copy this information.
6. Set the '''Column Delimiter '''to '''Tab.'''
::: [[File:Import Staff.png|650px680px|border]]
7. Check '''First Row Contains Field Names.'''
9. A pop-up will appear to confirm your action. Select the '''YES '''button.
:: [[File:Screenshot 14.png|100px|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|200px400px|border]]* The option to activate users and send them a password by email will explicitly notify your users that they have been added to your SmartSimple instance. This allows them to log in to the system and to manually change their password after.
11. Your successfully imported contact records will appear in a list.
:: [[File:SuccessfulImportStaff.png|650px|border]]
To ensure that your internal contact records have been imported, simply return to the '''Organization Hierarchy'''. By clicking the '''+''' button next to an internal organization, the associated contacts will appear.
:: [[File: Org Hierarchy People Added.png|border]]
===Activating a User===
====From the Organization Hierarchy====
This process will change a contact ''into'' a user, therefore enabling them to specifically log in and access [[SmartSimple]].
1. Access the [[contact]](s) you are looking for with the 9-square [[menu]] icon on the top right of your screen.
