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Profile

94 bytes added, 15:15, 24 June 2019
Example of Contact Profile Page
:: [[File:Real real example of profile.png|1000px|bprder]] 
: :* '''Note''': The left-hand side menu will contain different tabs depending on the user:* Find out more about [[Notes Overview|Notes]] on our Wiki page.
====Contact Information====
The main information displayed in a user's profile includes their '''Name, Role, Email Address, Profile Picture, '''and any other [[Standard Fields]] or [[Custom Fields]] that are filled out when editing the user's profile. 
The''' Address '''field, displayed on the right-hand side of the profile, is clickable into an interactive map option integrated with '''Google Maps.''' You also have the option to go into '''Street View '''or to '''Go to Google Maps '''in a separate tab that will open up. 
::: [[File:Profile map.png|300px|border]]:
In the same area as you see the '''Address''' will be two other buttons that you can toggle between to access different information related to the user.
The '''three line icon '''will open up '''Properties '''related to the specific user, including a time and date stamp for '''Last Login, Last Updated, '''and '''Created Date '''as well as the names of those who updated and created the user respectively.
::: [[File:Profile properties.png|650px|border]]:
Underneath the '''Properties''' icon is a '''three person''' button that will list the [[User Role|role(s)]] that the user has been organized under.
::: [[File:Profile roles.png|180px|border]]:: ::* See the [[User Role]] page for more information such as creating new roles, adding and/or removing users from roles. See the [[Roles and Security Settings]] page for more information about SmartSimple's role-based security and the accessibility of certain roles to SmartSimple features.  
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:* See the [[User Role]] page for more information such as creating new roles, adding and/or removing users from roles. See the [[Roles and Security Settings]] page for more information about SmartSimple's role-based security and the accessibility of certain roles to SmartSimple features. 
 
At the top of the page, above the '''Name''' displayed of the user, are the following buttons:
::: [[File:Profile buttons.png|300px|border]]:
{| class="wikitable"
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The '''Edit '''button enables you, if you have permission (normally must be in a [[Global User Administrator|System Administrator]] role), to '''Edit '''the details of the user's profile, including the information filled out for [[Standard Fields|standard]] and [[Custom Fields|custom fields]], their organization associations, and so on. 
:* When you are in '''Edit Mode, '''this button will be labelled '''View. '''You can click on the '''View '''button at any time to switch back into a read-only mode.  
|-
||'''Options'''
The '''Options '''button has a drop down of available functions, some of which will only be available to those in SysAdmin role. 
:* '''Action > [[Emulation Mode|Emulate Session]]: '''Clicking this button will refresh onto the homepage of the [[SmartSimple]] [[instance]] from the role of that user. The SysAdmin will be able to test functionality of role-based portals, security, etc by emulating the session of a user with a lower-level role than SysAdmin. You will be able to know you are emulating a session of another user as there will be a banner at the top of your page that states, "''You are viewing the system as [User Name]."'':* '''History > Login Details: '''Displays the date and time stamp of the user's last login, their browser and system version, and the last IP address of login.:* '''History > Reader Log: '''Displays a list of all viewers who have viewed this user's profile, including the start and end times as well as whether they were in '''View '''or '''Edit '''mode. :* '''History > Workflow History: '''If the user has had any impact or association with [[Workflows]], they will appear in a list view here. :* '''Properties > Roles and Access: '''Displays modal window to allow changes to system access, adding or removing roles, enabling {{GUA}} roles, setting login restrictions and more. For more information see our [[User#Activating a User|Activating a User]] page. You can also set and send passwords from here.:* '''Settings > [[Configuration mode|Configuration Mode]]: '''Allows SysAdmin users to enter into a direct editing mode; changes to fields can be made directly, and a pop-up of '''Configuration Shortcuts '''will allow more in-depth configuration of several functions.  
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