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Workbooks Web Insights
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Integrations
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
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Email Integrations
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Configuration
- Introduction to System Administration
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Releases & Roadmap
- Roadmap
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
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- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Configuring the Advanced Security Module
The Advanced Security Module is used to create custom rulesets to give specific Users or User Groups the ability to access, delete or modify records whether that be segmenting Users by geographical area or by their function within the company.
The Advanced Security Module can be set up to restrict Users from accessing information that is either not necessary for them to see or should not have the ability to view them.
Note: We would always recommend before you set up the Advanced Security Modules you think about the kind of rules you want to implement and ensure that you have the correct User Groups set up in order to allow this.
Once a new Sharing Policy and Ruleset has been created you will need to Recalculate permissions of the Record type that you would like to be updated. This is done from the Record's Landing Page and like any Bulk Action you will be given the option to undo it within 30 days if you need to revert back.
The Bulk Action will run in the background and may take a few minutes to run depending on the number of records that are being recalculated.
Note: If you have any Rulesets or Sharing Policies that affect the Everyone Group these rules will overwrite new Capabilities such as this as Permissions work on a cumulative basis, meaning that as they are a member of Everyone they get the Permissions of the Everyone group.
We have two worked through examples, the first is how you can segment data for Users in different locations, then how you control their abilities based on their function.