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Users

An overview of what ‘Users’ are and what control you have over what they can see/do in Workbooks.

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:

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.