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 |
|---|---|---|---|
| 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 | 21 weeks 5 days 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 Usually because an employee has left the company and been replaced by a new employee, or their name has changed.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 | 30 weeks 6 days 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 | 40 weeks 6 days ago by Anonymous |
40 weeks 5 days 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 | 49 weeks 1 day ago by Anonymous |
49 weeks 1 day 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 | 50 weeks 1 day 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 | 1 year 7 weeks ago by Anonymous |
1 year 7 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 | 1 year 9 weeks ago by Anonymous |
1 year 9 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 | 1 year 9 weeks ago by Anonymous |
1 year 9 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 | 1 year 10 weeks ago by Anonymous |
1 year 10 weeks ago by Support |
| Access to records Can I make sure that users can only see records that are assigned to them? ... |
1 | 1 year 17 weeks ago by Anonymous |
1 year 17 weeks ago by Support |