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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

To create a new User Group (or modify the Capabilities granted to an existing group), click Start > Configuration > Users & Security > User Groups .
To create a new group click New Group ...

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