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Setting up your Users
... Setting up your Users To create a new user click Start > Configuration > Users & Security > Users > ...
Creating & Modifying User Groups
... Creating & Modifying User Groups To create a new User Group (or modify the Capabilities granted to an existing group), click Start > ...
User Groups
... User Groups The ability to carry out certain tasks and access specific areas of Workbooks is controlled by the Capabilities granted to a user. If a user d ...
Users
... Users Who within your Organisation is going to be using Workbooks? Make a list of who they are and give some thought to which areas of Workbooks ...
Allocating an Edition and Extension(s) to a User
Start > Configuration > Users & Security > Users > Open the User's record. Select a single Edition and relevant Extension(s). Additional info: Setting up your Users Click to enlarge: ...
How do I add/remove users to/from a user group? How can I add/remove capabilities?
How do I add/remove users to/from a user group? How can I add/remove capabilities? I want some users to be "power-users" that can do pretty much anything in Workbooks, but I also want other users to have access to less fun ...
Deleting Users
A colleague has now left the organisation and I need to delete them as a user on the system. Can you confirm what happens in WB, do we lose all record of them, or does their name remain against activities they created etc? Deleting a user ...
How do I change a user's name and email address?
It's a common requirement to need to change a user's email addresses or name. Usually because an employee has left the company and been replaced by a new employee, or their name has changed. Follow these simple steps to change a use ...