Users

Start by identifying who in your organization will be using Workbooks. We recommend creating a list of users, and consider which areas of Workbooks each person needs access to.

When creating a new user, you can specify:

• Which Edition and Extension(s) they can use.
• Which Own Organization(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.