How to and or create new user groups, add users to those groups and restrict users to specified IP addresses.
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Users
Users
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 authentication method they are able to log in through, whether it be Google, Microsoft etc.
After creating a new User you can:
- Assign records by using the "Assigned To" field within the different record Form Layouts.
- Run automatic processes and assign API Keys to specific users.
- Grant access to certain Databases.
- Change password within User record.
NOTE: If a user does not have a valid license allocated to them, it will not be possible to assign records to them.
Related content
An overview of what User groups are and how they are used to assign Capabilities to Users.