Users

Users consist of internal actors, or persons, and client contacts and represent the human element in the system.

Users must be assigned roles and rights groups to have access to the systems.
If someone is not logging into the system as a user, that user can still be set up with an email address so they are notified when certain events take place within the system.
If users will not be logging into the system, it might still be important to list them in the system and assign them roles as place holders for certain types of records.
Internal actors may later be migrated to person records if you are using Training Management. More information for training and certification can be tracked in a person record. If you have already implemented Training Management, remember that internal actors are now considered persons.

Default System Actors

The following internal actors are defaults in the SmartSolve installation and should not be deleted by an administrator:

Default Actor	Definition
SMARTADMIN	The SMARTADMIN actor record is provided for initial logon to the application. The system administrator logs in using the default SMARTADMIN actor and role in the GLOBAL organization to configure the system. NOTE: Do NOT delete this actor from the system.
SMARTCOMM	This is an administrator actor code used to log into SmartComm™. This actor can be removed if you want to use the SMARTADMIN or another actor code to manage the SmartComm™ system.
SmartSolve	This is an administrator actor code used to log into SmartSolve as an administrator. This actor can be removed if you want to use the SMARTADMIN or another actor code to manage the SmartSolve system.
DEFAULT	A manager code must be entered in each new actor record. This is used for Training Management and also for escalation policies. Also, an org unit head must be entered whenever a new org unit is configured. This is also used for escalation policies. These are both required fields when configuring these records. The DEFAULT internal actor is therefore provided so you can enter it as the manager code or org unit head code if no internal actor records exist yet for this user. If you are not using Training Management or escalation policies, then you can leave the DEFAULT value in these records; or, if needed, go back later and edit these records to replace the DEFAULT with the actual actor assigned to the user or org unit. NOTE: Do NOT delete this actor from the system.

User Rights

The following rights must be assigned to a user for that user to manage or view users:

Rights	Description
ACT_MANAGE	Allows the administrator to add new actors, modify existing actors, or delete actors.
ACT_VIEW	Allows the user to access and view actors.
CLI_MANAGE	Allows the administrator to add new client contacts, modify existing contacts, or delete contacts.
CLI_VIEW	Allows the user to access and view client contacts.
PSN_MANAGE	Allows the administrator to add new persons, modify existing persons, or delete persons. This is for Training Management only.
PSN_VIEW	Allows the user to access and view persons. This is for Training Management only.

NOTE: See Rights Groups for more information on assigning rights groups to users.