Changes

:

:* 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====

:::: [[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.

:::: [[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. 

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]].

:::* 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. 

:::* [[Profile]]

[[Category:Glossary]][[Category:Contacts]]