Manage Personal Settings

Personal Settings, accessed from the User Menu in the upper navigation bar, controls regional time zone, display language, and date format settings, which directly affect deadline visibility. Other options in the User Menu manage profile information, password, system role, access level, and saved filters. For  definitions and settings, see Profile Fields Reference.

Who: All SmartSimple users

When to Use Personal Settings

Use Personal Settings to:

• Update contact details, job title, or profile photo.
• Update a name, email address, or phone number.
• Change a password.
• Adjust how records and lists appear in the system view.
• Set a time zone, language, or date format.
• Update a system role or access level.
• Manage saved search or list view filters.

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Edit Your Profile

To edit your profile:

1. Click the User Menu in the upper navigation bar, and then select Profile from the drop-down menu.
2. Click Edit at the top of the page.
   • The page refreshes into Edit Mode and fields become editable and the button changes to View.
3. Click the relevant fields and enter updated information as needed.
   • Fields marked with a red asterisk (*) are mandatory.
4. Click Save to store and publish your changes, or click Save Draft to save without validation.

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Modify Your Organization or Address

To modify your organization or address:

1. Click the User Menu in the upper navigation bar, and then select Profile from the drop-down menu.
2. Click Edit at the top of the page.
   • The page refreshes into Edit Mode and fields become editable and the button changes to View.
3. Locate the Organization field, and click the Lookup [binoculars] icon.
   • A Select Organization Modal will appear.
4. Click the Organization Name you want to associate with this profile.
5. To copy the organization's address to your profile, click the Use Company Address [downward arrow] icon.
   • The address fields will populate with the organization's address.
6. Click Save or Save Draft.
   • After saving, a View Organization button appears next to the Organization field.

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Manage Passwords

Change Your Password

To change your password:

1. Click the User Menu in the upper navigation bar, and then select Password from the drop-down menu.
2. Click the Current Password field, and enter your current password.
3. Click the New Password field, and enter your new password.
   • A policy note at the bottom of the window shows the required password complexity.
4. Click the Confirm New Password field, and enter your new password, and then click Save.

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Configure Password Policies

If you are a system administrator and need to configure password complexity and security policies:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Security tab.
2. Locate the Business Security section, and click Password and Activation Policies.
3. Update the settings as needed, and click Save.

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Configure Display Settings

To configure display settings:

1. Click the User Menu in the upper navigation bar, and then select Personal Settings from the drop-down menu.
2. Click the Display tab.
3. Update the settings as needed, and click Save. See Profile Fields Reference for a full list of Display settings.

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Configure Regional Settings

To configure regional settings:

1. Click the User Menu in the upper navigation bar, and then select Personal Settings from the drop-down menu.
2. Click the Regional tab.
3. Update the settings as needed, and click Save. See Profile Fields Reference for a full list of settings.

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Configure Other Default Settings

To configure other default settings:

1. Click the User Menu in the upper navigation bar, and then select Personal Settings from the drop-down menu.
2. Click the Other tab.
3. Click the relevant fields to configure default settings for new users and organizations, and then click Save.

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Manage Roles and Access

Roles and Access are both managed from the User Menu.

Manage Roles

To manage roles:

1. Click the User Menu in the upper navigation bar, and then select Roles and Access from the drop-down menu.
2. Locate Access Type and click the relevant option.
3. Toggle Global Administrator on to apply global administrator privileges as needed, and then click Save.

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Manage Access

Set a password to manage access to the roles page.

To set the password:

1. Click the User Menu in the upper navigation bar, and then select Roles and Access from the drop-down menu.
2. Click the Set Password button to set a password from this screen.
   • A Set Password modal will appear.
3. Click the New Password field, and enter your new password.
   • A policy note at the bottom of the window shows the required password complexity.
4. Click the Confirm New Password field, enter your new password, and then click Save.

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Manage Filters

To manage filters:

1. Click the User Menu in the upper navigation bar, and then select Filters from the drop-down menu.
2. Click the Show Filters for field and select the relevant option from the drop-down menu.
   • Options include Branch and Organization, Staff and Contact, or Transactions.
3. Click the Name of a filter, and enter the needed information.
   • The edit window displays the filter's name, public or private status, and filter criteria.

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Additional Features

The following actions are available.

Notifications

Click the Notification icon in the upper navigation bar to view your recent system notifications. Filter results by time period by selecting dates on the calendar.

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Logout

Click Logout to end your current SmartSimple session.

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