User Access

💡These articles explain how to manage users, user access by module and by user, user settings and connected users.

Articles#

• Understanding User Access and Settings: Describes how users are created and deleted, how they link to contacts, and how access, view access, entities and user settings work.
• User Access by Module: Describes the User Access by Module view, used to review and change every user's access to one module.
• User Access by User: Describes the User Access by User view, used to review and change one user's access to every module.
• User Access Interface: Describes the buttons, filters and fields of the Users screen, where you manage users, Menu Templates, languages and access.
• User Access Setup Tutorials: Shows how to add users, link contacts, change languages and grant, copy or remove user access, including for Custom Reports.
• User Access Tutorials: Shows how to set a module's user access from its Menu button: copy, edit, add or remove users and batch update.
• User Settings and Connections Tutorials: Shows how to change a user’s email and timekeeping settings, check connected users, sign out users and grant export permission.