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- Security Structure Overview
- Introduces you to the components that control access to your instance and to the data.
- Roles and Permissions Overview
- Introduces roles, permissions, and the role templates you can use.
- Access Rules Overview
- Introduces you to access rules and how they work.
- Create, Edit, or Delete Users
- Explains how to add new users, change or unlock their passwords, and assign owned levels to users. Also explains how to delete a user .
- Export Users, Roles, and Permissions
- Explains how to export users, permissions, and roles.
- Global User Groups
- Explains how to create global user groups for emailing reports or assigning version permissions.
- Salary Detail Permission and Settings
- Explains how to protect sensitive data with the salary detail permission and settings in accounts, modeled sheets, and shared reports.
