- Users
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
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.