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User Admin & Access Rights

User Admin & Access Rights

Create Users and manage Teams to ensure that your Site is set up securely. Define the actions each User can perform and the App and Record visibility that they have.

Adding new Users

Self Registration
Adding Users - 2020 - workflow with Pending users and changes to emails and passwords
Inviting a New User
How do I add a New User?
Adding new users via .csv Import
User Account Permission Sets

Team Administration

Create a new Team for a group of Users
How do I add a User to a Team?
How to remove a User from a Team?
Delete a Team

Managing Users

Re-Inviting an Unverified User
User Account Permissions
Amend an Existing User
Pending Users Area
Edit Users via Export Import of .csv
Deactivate or Delete a User Account

See all 7 articles

Security via Record Access Rights

Setting Record Security
Bulk Updating Access Rights on Multiple Records