Getting Started with SmartSimple Relationship Management

Managing your organization’s companies, departments and users can be tricky. That’s why SmartSimple offers a built-in Relationship Management program: to help you organize the hierarchical structure of your staff and contacts.

Setting up New Branches

Under the Organization menu, click Internal Users to display the hierarchy of users within your company. Enter a new branch by selecting the New Branch tab and filling out the information. The system will check for duplicates, at which point you’ll be asked whether you want to merge with an existing branch or create an entirely new one based on the information you wrote. 

Users & Groups

The relationship manager supports an unlimited number of contacts, which you can enter manually or by exporting from your Microsoft Outlook account.

Creating groups for your users greatly simplifies how you manage your contacts. Simply select Roles & Permissions under the Configuration menu and click User Groups to get started.

Setting Permissions

SmartSimple also allows you to set the permissions of users individually or in bulk. Their roles and groups control what they can see and access when they log into SmartSimple.

Users do not have access to SmartSimple until you set their user type, access type and password. To do this, simply click on the user and select Settings, then Roles & Access. From here you can set login restrictions, role types and user password.

Portals

After you’ve set up a new user, configure their Portal to simplify how they see the interface once they log on. Select the Roles & Permissions link under the Configuration menu and go to User Roles. From there, select the Portal icon next to the user you wish to set up. Add shortcuts and customize the design according to their role and how they will use the SmartSimple software.

For more of SmartSimple’s online training videos, check out our Wiki page.