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...