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Sharing Policies & Mandatory Permissions
... Sharing Policies & Mandatory Permissions The Permissions applied to objects (record types) are a product of the Mandatory Permissions applied ...
Introduction to Workbooks
... Introduction to Workbooks Welcome to the Knowledge Base . In this area you'll find information on how best to use and configure the Workbooks ...
Permissions
... Permissions Workbooks uses a combination of two concepts to control access to areas of the application and to specific records: Capa ...
Introduction to System Administration
... Introduction to System Administration Workbooks has been designed to be easy to run, with minimal need for changes to the Configuration ...
Workflow
... Workflow Workbooks supports basic workflow capabilities and has been designed specifically to support common business processes. Example proces ...
Sharing Reports
... Sharing Reports By default, Workbooks reports are private to the user who created them. To share a report with another User or User Group follow the ...
Changing the Access Permissions of an individual record
All records within Workbooks have a set of Access Permissions which control who can view and modify that specific record. When you create a new record the Access Permissions it is given are a cominbation of the Sharing Policies and Mandatory permissions ...
How do I control the ability to export data?
How do I control the ability to export data? I assume it is controlled by capabilities, but what's the best way to achieve this? Export is obviously an Export is obviously an important feature, and capabilities exist to control access to thi ...
Deleting Records
The delete button seems to be available on some records but not on others. Why is this? Your ability to see the Your ability to see the Delete button is dependent upon various things. For many records (People, Organisations, Opport ...
What does the Advanced Security Extension Provide?
The Advanced Security Extension allows you to control the Sharing Policy for your database. The Sharing Policy determines which Permissions records are given when they are created. Permissions are used to determine if a user is able to view, edit an ...
If I change the Mandatory Permissions Ruleset does this update all records
The Mandatory Permissions Rulesets control the minimum set of permissions each record has. The Mandatory Permissions are combined with the Sharing Policies to set the permissions for each record. The default setup for Mandatory Permissions is ...
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 ...
Access to records
Can I make sure that users can only see records that are assigned to them? Yes, within Workbooks it’s Yes, within Workbooks it’s possible for System Administrators to set a global policy to control whether or not users can view and/or ...
How do I control access to the Mailing List functionality?
I only want some users to be able to access Marketing > Mailing Lists. There are two Mailing List There are two Mailing List capabilities - "View mailing lists" & "Modify mailing lists". To control access ...
Dashboards
How do I allocate a Dashboard to a user? The default Dashboard The default Dashboard permissions only allow access to the Owner/Creator of the dashboard and System Administrators. To grant access to additional users, open the Dash ...