Setting up user groups and configuring user access

Until you assign users to a container, your users cannot see the container or its records. You can control which containers, record types, templates, and fields that users can access through their user roles (groups) and their user accounts (individual user IDs). In addition to roles and accounts, you can assign users to teams, adding yet another level of control. Review the following topics in the order that they are listed:

A Configuring users checklist is attached to the Configuring user roles topic and to the Checklists topic.

Next step

Setting up synchronization

Related topics

Getting started quickly for administrators

Creating containers for your data

Configuring record definitions

Linking to records and data

Importing data

Automating notifications and other actions

Setting up search queries and report definitions

Changing the look and feel of FootPrints

Testing your configuration settings

Managing configuration settings

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