Why can’t I see this module?
Community Data Solutions has worked with your organisation to set up several categories of user permissions. Depending on which roles...
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Why can’t I see a tab/module?
There are a number of reasons that you may not be able to view particular tabs/modules. Option 1 You have... -
Record level access permission (RLAP)
Some organisations require a more granular level of security across their client records. The Record Level Access Permission (RLAP) feature... -
Secure File Transfers Permissions
As part of your engagement with clients, there are documents, forms or other files you may need to provide 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... -
CommunityBI Reports – edit report permissions
Community BI is a Business Intelligence Reporting system. Community BI is offered as a data visualisation tool integrated with Community... -
Edit User Permissions
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and... -
Add a User to a Team
The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users... -
Remove a User from a Team
The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users... -
Create a Team
The Teams module allows you to apply Record Level Access Permission (RLAP) feature allows restricting records in the system to...