Logo
Community Submit a request
Sign in
  1. Softools
  2. 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
Logo