User Administration
A collection of articles relating to user and team administration and configuration
By Nick and 1 other2 authors18 articles
- Granting full or partial access to Settings
- Controlling data export with user roles
- Changing quotation-related user permissions
- Configuring email notifications schemes
- User Role Reference
- Setting up a new user
- How to add or update the email signature?
- Enabling updates for users
- Configuring access to reports with Custom Report Access Groups
- Delegating lead and customer access in bulk
- How do I Delegate Access to a Lead/Customer Record?
- How do I reassign opportunities to another user?
- Deactivating a user
- How can I log in as another user?
- How to Set up User Digest Feeds
- Masquerading as another user
- Setting up a new user based on an existing user account
- Controlling the ability to perform bulk updates from work stacks