Administration

Create a new User

The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and...

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...

Light Users

Some organisations may have volunteers or casual users who do not require daily access to the database. Light users are...

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...