- Databases
Introduction
Training
Desktop Environment
Activities
Cases
Email
Forecasts & Quotas
Importing Data
Leads
Marketing
Opportunities
People & Organisations
Reporting
Transaction Documents
Workbooks Glossary
Workbooks Mobile Client
Outlook Connector
Preferences
Auditing
Configuration
Releases & Roadmap
Administrator Service
Support
Forum Posts
Workbooks is supplied with one Database for your account, but if you want to create more (for example a "sandbox" or training database), you can add others (up to a maximum of 5).
Each Database is completely discrete, ie, changes made in one will not affect data in another.
You can give Users access to one or more Databases and give them different Capabilities in each one.
Adding a new Database
To add a new database click Start > Configuration > Users & Security > Databases > New Database.
When creating a new database you have the option to create an empty database, one containing demonstration data or a copy of any of your existing databases.
If you create a new database by copying an existing one, all the records will be recreated. However, changing a record in either the original or the copied database will not change any information in the other database - the data is not dynamically linked. In addition, any configuration will also be copied, including Custom Fields, Picklists, Opportunity Stages and Accounting Periods.
Users of one database are visible in any other databases you have. This does not necessarily mean they can access all your databases though - to grant access you should click on the database and choose Add Users. Check the box(es) next to the names of those Users to whom you want to grant access. You can also restrict access to a specific date range using the Valid from and Valid through fields.
NOTE: Removing the access that a User has to a specific database does not delete that User's record, which you will still be able to find them by clicking Start > Configuration > Users.
You can also control which database(s) that Users can access within the Databases tab on the individual's User record.