Create a Team
The Teams module allows you to apply Record Level Access Permission (RLAP) feature allows restricting records in the system to...
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Create a Sensitive Record based on Teams
A Sensitive Record is a record that limits access to users depending on the following This is only available if... -
Automatic Logout After Inactivity
We have a security setting that will automatically log you out after 4 hours of inactivity, requiring you to login... -
Duplicate an Existing User
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and...