Customer Forums
Managing Users & What They Can Do
Use this Forum to post questions about how to set up and manage users, how to allocate licences to them and how to control which areas of the system and functionality they can use.| Forum Name | Replies | Created | Latest Reply |
|---|---|---|---|
| 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... |
0 | 31 weeks 1 day ago by Anonymous |
n/a |
| 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 ... |
0 | 1 year 22 weeks ago by Support |
n/a |
| 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 Usually because an employee has left the company and been replaced by a new employee, or their name has changed. &n... |
0 | 1 year 31 weeks ago by Support |
n/a |
| Linking Outlook and Workbooks Two of my colleagues use something called Outlook connector to link their emails into Workbooks but I can't do this. Why not? ... |
1 | 1 year 41 weeks ago by Anonymous |
1 year 41 weeks ago by Support |
| How do I control access to the Mailing List functionality? I only want some users to be able to access Marketing > Mailing Lists.... |
1 | 1 year 49 weeks ago by Anonymous |
1 year 49 weeks ago by Support |
| How do I control the ability to print data? This forum post is very similar to How do I control the ability to export data? To control the ability to print you need to grant/restrict access to the "Print button" capability. &nbs... |
0 | 1 year 50 weeks ago by Support |
n/a |
| 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?... |
1 | 2 years 8 weeks ago by Anonymous |
2 years 8 weeks ago by Support |
| How do I control access to databases? Why doesn't the database selection list offer the same databases for my colleagues as it does for me?... |
1 | 2 years 10 weeks ago by Anonymous |
2 years 10 weeks ago by Support |
| 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 a... |
1 | 2 years 10 weeks ago by Anonymous |
2 years 10 weeks ago by Support |
| 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 activi... |
1 | 2 years 11 weeks ago by Anonymous |
2 years 11 weeks ago by Support |
| Access to records Can I make sure that users can only see records that are assigned to them? ... |
1 | 2 years 18 weeks ago by Anonymous |
2 years 18 weeks ago by Support |