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  • 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...
  • 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

    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...
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