Profile pages are the centralized records SmartSimple uses to display and manage user and organizational data. Contact profiles display user information, roles, and properties, while organization profiles display organization information, categories, and properties. System administrators can configure both profile types with custom and standard fields.
Who: All SmartSimple users (for own profile); System Administrator (for editing other profiles)
When to Use Profiles
Use profiles when:
- Reviewing or updating a user's contact details, roles, or custom field data.
- Activating, deactivating, or managing system access for a user.
- Reviewing an organization's primary information, categories, or properties.
- Investigating a user's login history, workflow involvement, or record view history.
- Configuring organization-level settings such as password policy or regional settings.
Contact Profile Page
Contact profiles include the user's name, role, email address, profile picture, and any standard or custom fields configured for the site. A user's own contact profile is accessible from the User Menu.
Organization Profile Page
Organization profiles include the organization's name, website, phone number, primary office address, associated categories, and properties. The left-side menu on both profile types includes tabs that vary based on the user or organization.
Access Contact and Organization Profiles
Contact and organization profiles can be accessed from the Menu icon in the upper navigation bar.
A user's own contact profile is accessible from the User Menu in the upper-right corner of any page, represented by a circular icon.
Resources
For more information about profiles, see: