A list of actions you can do within the Users & Security area of the Configuration Landing Page.
- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
- Marketing
- Opportunities
- People & Organisations
- Reporting
- Transaction Documents
- Adobe Sign Integration
- Mapping
-
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
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Capabilities
Capabilities govern which parts of the Workbooks environment a user can access. They are granted to Users depending on their User Group membership.
If a User belongs to more than one group, they'll be granted all the Capabilities from all of the groups they belong to. For example, for a User to have access to the Sales Leads area in Workbooks they must have the View CRM Sales Leads capability.
This allows them to see the Sales Leads Landing Page and all the Sales Leads they have permission to view.
Related content
An overview of what User groups are and how they are used to assign Capabilities to Users.
How to and or create new user groups, add users to those groups and restrict users to specified IP addresses.