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Administration

These articles relate to Administrative processes within the database. This may relate to managing users, permissions and passwords.
  • 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...
  • 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...
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