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:: [[File:user activation.png|400px|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|250px|border]]:
===Activating a User===
====From Their Profile====
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.
:
====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.
[[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]]
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[[Category:Glossary]][[Category:Contacts]]
