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  1. Softools
  2. 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

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 existing Users

  • Amend an Existing User
  • Edit Users via Export Import of .csv
  • Deactivate or Delete a User Account
  • How to Reactivate a User

Admin Role

  • How can I see the users that have not verified their accounts?
  • How to resend a User Verification Request?

Security via Record Access Rights

  • Setting Record Level Access
  • Bulk Updating Access Rights on Multiple Records
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