I’ve forgotten my password, what do I do?
If you have forgotten your password, you can reset it yourself. Follow these steps: Step 1. Navigate to the login...
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Reset User Passwords
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and... -
Create a new User
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... -
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... -
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... -
Assign a record to a user
The Assigning Records to Users feature allows you to allocate records to specific users of the database to indicate their responsibility and/or... -
Password and User Account Policy
The Community Data Solutions Password and User Account Policy is designed to protect the privacy of client data. Please refer... -
Why do the dates look wrong?
The CDS Database system allows multiple date formats. Each user of your system can select the date that works for...