The contact profile page and organization profile page in SmartSimple each include address and toggle buttons, top action buttons, an options menu, and quick-access icons.
IN THIS ARTICLE
Contact Profile Page
A user's profile page consists of several components: a left-side menu, primary contact information, the user's roles, and their properties.
NOTE The left-side menu features different tabs depending on the user.
Address and Toggle Buttons
The Address field on the right-side of the profile is clickable and provides access to an interactive map integrated with Google Maps. Users can access Street View or open the address in Google Maps in a separate tab.
Two additional buttons next to the Address field toggle different sets of user information.
| Icon | Description |
|---|---|
| Three-line icon | Displays Properties for the user, including time and date stamps for Last Login, Last Updated, and Created Date, along with the names of those who updated and created the user. |
| Three-person icon | Lists the role or roles under which the user has been categorized. |
Top Action Buttons
The following buttons are available above the user's name at the top of the page:
| Button | Description |
|---|---|
| Back | The left arrow button returns to the previously visited page. The drop-down button next to it lists recently visited pages for direct navigation. |
| New | Provides a drop-down of new functions in a user profile, this includes adding new users and activities. |
| Edit | Enables editing of the user's profile details, including standard and custom fields, organizational associations, and more. Requires the necessary permissions, typically a System Administrator role. When in Edit Mode, the button is labeled View. Click View at any time to revert to read-only mode. |
| Options | A drop-down of available functions. Some options are restricted to users with the System Administrator role. See the Options menu table below for details. |
Options Menu
The Options drop-down contains the following functions:
| Menu Path | Description |
|---|---|
| Click Actions and select Emulate Session from the drop-down menu. | Refreshes the SmartSimple home page from the selected user's perspective. System Administrators can use this to test role-based portals, security, and other functionality by emulating a user with a lower-level role. A banner at the top of the page indicates "You are viewing the system as [User Name]." |
| Click Logs and select Login History from the drop-down menu. | Displays the date and time of the user's last login, along with their browser, system version, and last IP address used for login. |
| Click Logs and select Record View History from the drop-down menu. | Lists all viewers who have accessed this user's profile, including start and end times and whether they were in View or Edit mode. |
| Click Logs and select Workflow History from the drop-down menu. | Lists any workflows the user has been involved with. |
| Click Actions and select Edit Roles and Access from the drop-down menu. | Opens a modal window for changing system access, including adding or removing roles, enabling Global User Administrator roles, setting login restrictions, and more. Passwords can also be set and sent from this section. |
| Click Tools and select Configuration Mode from the drop-down menu. | Allows System Administrators to enter a direct editing mode. Field changes can be made immediately, and a pop-up of Configuration Shortcuts facilitates more in-depth configuration of various functions. |
NOTE Configuration Mode is only visible under the Options button while in Edit Mode.
Quick-Access Icons
Located at the top right of the user's profile information are four additional buttons:
| Icon | Description |
|---|---|
| Key Icon - Activate/Deactivate a User | Allows a System Administrator to activate or deactivate a user. If the icon is greyed out, the user is deactivated and cannot log in to SmartSimple even with correct credentials. The same key icon appears next to user names on the organization hierarchy and can be used to activate a user from there. |
| Lock Icon - Personal Data Processing Information | Opens a modal window outlining the usage of Email and Office Telephone information (Personal Data Processing Information). |
| Star Icon - Add to SmartCard | Adds this user to a SmartCard. |
| Double Square Icon - Enable Dock | Switches the view to split-screen mode. The left-side menu tabs are docked on the right of the page while the profile is displayed on the left. Exit split-screen mode by clicking the X icon. |
Organization Profile Page
An organization's profile page consists of several components: a left-side menu, the organization's primary contact information, the category or categories the organization is affiliated with, and the organization properties.
NOTE The left-side menu includes different tabs depending on the organization. Terminology related to Level 1, Level 2, and Level 3 entities may vary across instances.
Organization Information
The primary information displayed on the organization profile includes the Organization Name, Website, Phone Number, and Primary Office Address. As with the contact profile, the organization address is clickable and provides access to a Google Maps view in Street View or a new window.
Two additional buttons next to the Address section toggle different sets of information:
| Icon | Description |
|---|---|
| Three-line icon | Displays the organization's properties, including Status, Primary Contact, Parent Organization (as shown in the organization hierarchy), date and time stamps for Last Updated and Created Date, and the names associated with the Updated By and Created By fields. |
| List icon | Displays the categories associated with the organization. Organization categories are comparable to roles for users; they govern permissions and availability of that organization within the system. |
Top Action Buttons
Located at the top right above the organization Name is a row of buttons:
| Button | Description |
|---|---|
| Back | The left arrow returns to the previously visited page. The drop-down button next to it lists recently visited pages for direct navigation. |
| New | Provides a drop-down of new functions within an organization profile, this includes options to import or add new users, organizations, and activities. |
| Edit | Enables editing of the organization profile, including standard and custom fields, user associations, and more. Requires the necessary permissions, typically a System Administrator role. While in Edit Mode, the button is labeled View. Click View at any time to revert to read-only mode. |
| Options | A drop-down of available functions. Some options are restricted to users with the System Administrator role. See the Options menu table below for details. |
Options Menu
The Options drop-down contains the following functions:
| Menu Path | Description |
|---|---|
| Click History and select Reader Log from the drop-down menu. | Lists all individuals who have accessed this organization's profile, including start and end times and whether they were in View or Edit mode. |
| Click Properties and select Categories from the drop-down menu. | Opens a modal window containing a list view of available categories for organizations in the system. Categories can be selected or deselected to adjust the categorical types of this organization. |
| Click Settings and select Password Policy from the drop-down menu. | Opens a modal window outlining the organization's password settings, including length, complexity, expiration, and options for disabling inactive accounts. |
| Click Settings and select Regional Settings from the drop-down menu. | Opens a modal window for modifying region-specific details such as language, date format, time zone, and home currency. To apply changes, select the appropriate format from the drop-down for each option, toggle on Enforce Settings, and click Save. |
| Click Tools and select Duplicate Check from the drop-down menu. | Opens a modal window that verifies whether a specified value already exists in the system database. |
| Click Tools and select Pinboard from the drop-down menu. | A feature for displaying instant messages that can be communicated and viewed by all users within an organization. This feature is largely deprecated. |
| Select Tools and select Configuration Mode from the drop-down menu. | Allows System Administrators to enter a direct editing mode. Field changes can be made immediately, and a pop-up of Configuration Shortcuts facilitates more comprehensive configuration of various functions. |
NOTE Configuration Mode is only visible under the Options button while in Edit Mode.
Quick-Access Icons
At the top right of the organization's main contact information are two buttons:
| Icon | Description |
|---|---|
| Star Icon - Add to SmartCard | Adds the organization to a SmartCard, which can be shared with customized user groups. |
| Double Square Icon - Enable Dock | Displays menu options on the right-hand side of the page using a split-screen view. Menu tabs can be toggled without losing visibility of the main organization information, which remains displayed on the left. To exit this view, click the X icon at the top right. |