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

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