Knowledge Base

In your business you probably have process workflows that require the same set of actions to be performed on a regular basis. With Workbooks, you can automate common and repetitive tasks, making these easier and less

An overview of what you can do within the Email Integrations section within Configuration.

An overview of what the Accounting section within Configuration allows you to control.

Within the Users & Security area of the Configuration Landing Page you can: Create Users and allocate them to Groups. Specify which licences are allocated to each User. Specify the IP addresses from which Users can login. Control which Own Organisation(s) Users belong to. Grant Capabilities to Groups so

Users with System Administrator rights can access more areas within Workbooks. This article runs through what each of these are.

To help you configure Workbooks to meet your business needs and record the data that will help to drive your business processes, you can: Change the names of record types, Picklist values and fields Add