User Management
Learn how to manage your users through setting permissions and assigning ownership of tasks/records
- Managing Users Overview
- User Management Definitions
- Add a User
- Bulk Import and Export Users
- Edit Existing Users
- Dealing with Leavers and Movers (Archive and Restore Users)
- Revoke Access to Gatekeeper
- User Detail Page
- Customise your User Profile
- Customise User Invitations
- Collaborative Functions
Role Based Access Groups (RBAC)
- Role-Based Access Controls (RBAC)
- User Access Groups Boolean Operator
- Create an Access Group (RBAC)
- How to - Assign Access Groups to Users
Ownership based access
- User Access based on 'Own Team'
- User access based on 'Owned Only'
- User Access by secondary association
Single Sign On (SSO)
- Manage SSO Integration
- Configure Google SSO
- Configure Microsoft SSO
- Configure Okta SSO
- Configure OneLogin SSO
- Single Sign-On (SSO) using SAML v2.0
- Just-in-Time (JIT) Provisioning
- Single Sign-On Best Practice
Workflow Authorisation
- Workflow Authorisation Overview
- Workflow Administrator
- Local Workflow Administrator
- Local Workflow Collaborator
- Local Workflow Card Creator View Only Access
- Assign a Workflow Group as a Phase Owner
- Workflow Owners Overview
- Workflow Dynamic Owner Authorisation