- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
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Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
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Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- 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
Account Settings
Here is where you can control some of the settings that affect all of your Users, including your Password Policies and Languages.
Password Complexity and Password Expiry
This is where you can set minimum requirements for a password, and dictate how secure you want your users' passwords to be. By default a Workbooks password must:
- be 8 or more characters in length.
- use both upper and lower case alpha characters.
- include at least one number and one special character (such as @ or #).
If you prefer, you can refine these requirements to suit your security needs by navigating to Start > Configuration> Users & Security > Account Settings and changing the settings under Password Complexity.
You can also control how frequently Users' passwords expire and whether or not passwords can be reused under Password Expiry.
Forgot Password
If a user's email account is compromised then the 'Forgot Password' mechanism can become a way to take over their Workbooks account. To protect against this risk, it is possible to disable the ‘forgot password’ function for your users. If this is feature is enabled then only a System Administrator will be able to reset a User’s password so be sure to ensure you have a robust process to reset your users' passwords.
Login Protection and Google Authentication
You can configure further protection for users accounts by using Login Protection and/or Google Authentication.
Login Protection validates a login attempt by verifying either the User’s IP Address or a Cookie that is stored on the local device. If a recognised IP or Cookie is not detected on login, a verification email is sent to the User’s email address so that they can verify their login attempt. Further information on this can be found here.
Google Authentication is easy to set up, manage and use. When enabled by an administrator, it requires two means of identification to sign in to a Google Apps account, something you know: a password, and something you have: a mobile phone. It doesn't require any special tokens or devices. After entering your password, a verification code is sent to your mobile phone via SMS, voice calls, or generated on an application you can install on your Android, BlackBerry or iPhone device. This makes it much more likely that you're the only one accessing your data: even if someone has stolen your password, they'll need more than that to access your account. You can also indicate when you're using a computer you trust and don't want to be asked for a verification code from that machine in the future. Further information on this can be found here.
Languages
If you have the Multiple Languages extension enabled on your account, then you have the ability to choose which Languages are available for your Users to view Workbooks in. These are selected from the Languages tab of Account Settings. Users then choose which of the available Languages they would like to use in their Preferences.
If you do have not Multiple Languages on your Account, you still have the option to choose which one language your Users would like to view Workbooks in by amending the list.