Knowledge Base

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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 you want them to be able to use.

When creating a new User you can specify:

  • Which Edition and Extension(s) they can use.
  • Which Own Organisation(s) they represent.
  • Which User Groups they belong to (and thus what Capabilities they have).
  • Which Databases they can access.

Users can be assigned records by using the "Assigned To" field within the different record form layouts; please note however that if this user does not have a valid license allocated to them, it will not be possible to assign records to them.

Related content

An overview of what User groups are and how they are used to assign Capabilities to Users.