User Details/Profile Settings

The User Details/Profile settings let you change your user name, e-mail address, user status and other user account settings. User Name

The name you use to sign in to SmartOffice Anywhere. Full Name/Login Name

The first and last name of the person who uses this profile to access Smar­tOffice Anywhere. Generate Random Password

This option appears only for administrators when they are creating a user account. It sends a randomly generated password to the new user after the administrator creates the account. Clearing this option displays the Pass­word field.

Password

These fields appear only for administrators when they are creating a user account and only when the Generate Random Password option is cleared. The administrator can create a password for the user by typing the pass­word in both fields.

Linked Contact

in this field to view the contact record. To change the linked contact, select the field, type the name of the contact and select the contact from the list of matching contacts that appears. This field does not appear during creation of a user account; it becomes available after a user account is created.

E-mail Address Enter a valid e-mail address in this field. This is the address at which the user will receive password/sign-in information and other SmartOffice notifications.

User Account Status

There are three user statuses in SmartOffice: Enabled, Disabled and Temporary Password. The status is automatically set to Temporary Pass­word when a user is created or when a user's password is reset. The status changes to Enabled once the user has signed in. If an employee has left the company or is no longer accessing SmartOffice, change the user's status to Disabled. Users cannot be deleted from SmartOffice, because their notes, activities and other records would also be deleted. Disabled users cannot sign in to SmartOffice.

Time Zone The time zone corresponding to the user’s physical location. This is important for correctly determining times for calendar activities.

User License

The license determines the application features that the user can access. The most basic level is Standard, while the most advanced is Brokerage Management + Commissions. For information about tier licenses, contact your SmartOffice sales representative.

Default Location at Sign-In (Desktop or Mobile)

This option determines the first screen that the user sees after signing in to SmartOffice Anywhere. Different settings can be specified for desktop versus mobile sign-in. To set the default sign-in location for desktop, configure this setting while signed in to SmartOffice Anywhere on a large-screen device (e.g., a desktop or laptop PC). To configure the default sign-in location for mobile, configure this setting while signed in on a small-screen device (e.g., a smartphone).

Signing In to SmartOffice Anywhere Signing Out of SmartOffice Anywhere

Adding SmartOffice Anywhere to Your Mobile Device’s Home Screen