Community Submit a request

Sign in

Softools
User Administration

User Administration

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

Pending Users Area
User Settings Area
Email Activity for Users and Pending users
Re-Inviting an Unverified User
User Account Permissions
Amend an Existing User

See all 9 articles

Security via Record Access Rights

Setting Record Security
Bulk Updating Access Rights on Multiple Records