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Teams & Users

User Capabilities and Team Roles
Users are granted pre-defined permission roles according to the tasks they need to perform in the system. All users will need to have a user capability and ...
Mon, 23 Mar, 2020 at 7:20 AM
How do I create a new User?
Check for the User first Before creating a new User, always check to see if that person already has a User profile. You can do this with a simple search in...
Fri, 17 Apr, 2020 at 12:16 PM
How do I add a User to my Team?
Identify and open the User To add an existing User to an existing Team, first conduct a search (1) for the User and open the User profile (2). Select...
Fri, 17 Apr, 2020 at 12:15 PM
How do I edit a User's details?
Identify and open the User To edit User details, first conduct a search (1) for the User and open the User profile (2). Edit details A User profile ...
Fri, 17 Apr, 2020 at 12:15 PM
How do I remove access from a User?
Identify and open the User To remove a User's access to the entire Enterprise, first conduct a search (1) for the User and open the User profile (2). ...
Fri, 17 Apr, 2020 at 12:16 PM