Create a new User
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and...
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Administration (Users, Permissions, Passwords)
These articles relate to Administrative processes within the database.
This may relate to managing users, permissions and passwords.
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Reset User Passwords
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and... -
Edit User Permissions
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and... -
Regular Users and Light Users
The Community Data Solutions CRM system allows Users to be created as Regular or Light Users. All Users can be added... -
Create a Light User
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and... -
Make a User Inactive
At times you may have users leave the company, or no longer require access to the database due to a... -
General Users Report
There are a number of reports provided with your database, each with individual permissions. The General Users report provides a... -
Using the Mass Update Tool
There may be times when you need to update several records with the same information. e.g. if you need to... -
How can I Delete a Record?
This Article will assist you on how to use the Delete Action Tool in your CRM database, the Delete Action... -
Automatic Logout After Inactivity
We have a security setting that will automatically log you out after 4 hours of inactivity, requiring you to login...