Permission
Edit User Permissions
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and...
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 delete this record?
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...