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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

Inviting a New User
How do I add a New User?
Adding new users via .csv Import
User Account Permission Sets
Self Registration

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

User Settings Area
User Account Permissions
Pending Users Area
Email Activity for Users and Pending users
Re-Inviting an Unverified User
Deactivate or Delete a User Account

See all 9 articles

Security via Record Access Rights

Setting Record Security
Bulk Updating Access Rights on Multiple Records