Knowledgebase articles
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- Introduction to Transaction Documents
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Users
Last updated : 3rd December 2010
An overview of what ‘Users’ are and what control you have over what they can see/do in Workbooks.
Who within your Organisation is going to be using Workbooks? Make a list of who they are and give some thought to which areas of Workbooks you want them to be able to use.
When creating a new User you can specify:
- Which Edition and Extension(s) they can use.
- Which Own Organisation(s) they represent.
- Which User Groups they belong to (and thus what Capabilities they have).
- Which authentication method they are able to log in through, whether it be Google, Microsoft etc.
After creating a new User you can:
- Assign records by using the “Assigned To” field within the different record Form Layouts.
- Run automatic processes and assign API Keys to specific users.
- Grant access to certain Databases.
- Change password within User record.
NOTE: If a user does not have a valid license allocated to them, it will not be possible to assign records to them.