Knowledge Base

The differences between Licences, Modules and Licence Usage and what to do if licences have been over-allocated.

Covers the viewing and editing of Sharing Permissions on records, and how using Capabilities and Permissions control security access across Workbooks.

Overview The ability to carry out certain tasks and access specific areas of Workbooks is controlled by the Capabilities granted to a user. If a user doesn’t have the Capability to see certain menus or

An overview of what ‘Users’ are and what control you have over what they can see/do in Workbooks.