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Profile

1,258 bytes added, 15:22, 24 June 2019
Contact Information
::: [[File:Profile map.png|300px|border]]
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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.
::: [[File:Profile properties.png|650px|border]]
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Underneath the '''Properties''' icon is a '''three person''' button that will list the [[User Role|role(s)]] that the user has been organized under.
::* 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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At the top of the page, above the '''Name''' displayed of the user, are the following buttons:
::: [[File:Profile buttons.png|300px|border]]
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{| class="wikitable"
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:* 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. 
 
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||'''Options'''
:* '''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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On the top right of the user's profile information are four other buttons:<br /> [[File:Profile key buttons.png|border]] 
 
{| class="wikitable"
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||'''Key Icon - Activate/Deactivate a User'''
||Clicking this button will allow a SysAdmin to either activate or deactivate a [[User]]. If the icon is ''greyed out, ''the user is deactivated - they will be unable to login to [[SmartSimple]] even with the correct credentials. The same key icon appears next to user names on the [[Organization hierarchy]] and can be used to easily [[User#Activating a User|activate a user]]. 
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||'''Lock Icon - Personal Data Processing Information'''
||Clicking this button will open a modal window that explains the usage of '''Email '''and '''Office Telephone '''information (Personal Data Processing Information). 
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||'''Star Icon - Add to [[SmartCard]]'''
||Clicking this button will allow you to add this user to a [[SmartCard]]. 
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||'''Double Square Icon - Enable Dock'''
||Clicking this button will switch your viewing access into a split-screen mode, in which the left-hand side menu tabs will be "docked" on the right of the page, while the profile is displayed on the left. You may close this split-screen mode at any time by clicking the '''X '''icon.  
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