Home
Administrator
Managing users and roles

Managing users and roles

3
Lessons
14 min
Administrator

Create and manage system user roles to set up custom access and permissions for all your users.

Start First Lesson

Summary

By using user roles you can create a custom system for each role which provides each user with access to the data which is relevant to them. This ensures that all your data stays secure and in the right hands.

Lessons in this course

Managing and adding users

Lesson
1
5 min
Learn how to manage your existing system users' information, reset passwords, deactivate users, and add new ones.

Managing role permissions

Lesson
2
6 min
Use the different role permissions to set which objects each user role has access to, and which access levels they have.

Object sharing permissions

Lesson
3
4 min
Set the sharing permissions level of each object to control which records each user role will be able to access for each object.