Now that you’ve seen an overview of the system, you’ll want to add users. To do this, the customer administrators will have access to a Studio menu in the left hand navigation page. After clicking it, there will be a tile called 'Users and Groups.' Click in this tile to manage your organization's users.
Click New User and enter the user’s first name, last name and email address in the slide out. The email addresses must be unique or you will receive an error regarding duplicate email addresses. Once the information is added click the Create button once. Please be patient. Our system is checking for those email addresses. Clicking multiple times will result in duplicate users.
Once the user is created, click to send them an invitation.
You can add up to as many users as you’ve purchased subscriptions. If you need additional users please contact your customer success manager, or you can deactivate users and input new users in their place.
With our app product, Winmore offers a simple security access model. By clicking into the Groups section, you can view and modify access to the different record types and workflows. Please note that the out of the box product only provides 'Read' Access to all records. To allow more permissions, you will need to fill in the checkboxes for the desired record and permission.
The access types include:
- Records: Read, Create, Update, Delete, Search and Admin
- Workflows: Read and Start
Additional groups can be created to further grant or remove access. See the article about Users and Groups for more in depth information.
Our Enterprise Level Solution offers a more granular and flexible security model. To learn more about what this feature offers and upgrading, please contact firstname.lastname@example.org or call us at 917-740-9991.