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User

1,040 bytes added, 17:48, 4 June 2019
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:::: [[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.
 
{| class="contenttable"
|-
||'''Access Type'''
||'''Functionality'''
|-
||User Access
||Provides access to the system to the extent permitted through the user's membership of specific [[roles]]
|-
||API Access
||An account type used to access data in a SmartSimple instance via an [[API]] (Application Programming Interface) - does not give access to SmartSimple interface directly
|-
||No Access
||The user will not be able to log into the system
|-
||
Global Administrator
 
(System Administrator)
 
||
The user will be able to control the entire [[Organization Hierarchy|organization hierarchy]] within your SmartSimple copy. They will be able to:  
 
* Create additional users at any level - including additional [[Global User Administrator|System Administrators]] 
* Create new sub-organizations, both [[internal]] and [[external]]
* Subscribe organizations to SmartSimple application programs
* Upload organization and contact information, both [[internal]] and [[external]] 
* Create [[roles]] and collaborative [[Workflows]]
 
|}
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. 
:::* 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====
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