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User

684 bytes added, 17:56, 4 June 2019
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* 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, such as [[SmartFolders]] 
* Upload organization and contact information, both [[internal]] and [[external]] 
* Create [[roles]] and collaborative [[Workflows]]
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<br />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. 
4:::: [[File:Screenshot 30. To enable typical png|500px|border]] <u>'''Setting Login Restrictions'''User Access</u> * You are able to restrict a user's access to SmartSimple to a specific workstation by setting the IP address of the workstation in their profile. Alternatively, you may '''lock '''toggle on the user to the next workstation that they use to log into the system by toggling the '''User AccessWorkstation - lock. '''* If you would like only wish for a user to have access to make the system for a new user a [[Global User Administrator|specific time period, you can toggle the '''System AdministratorWill Expire ''']]option and set the expiry date, then toggle that option on after which the user will no longer be able to access the rightsystem
:::: [[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. 
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:::* 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.:::* You may '''Reset '''a user's password using this '''Set Password '''optionAfter following these steps, your new user is now enabled to log into the system with their password. 
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