Bulk changing user roles 1.) Go to Settings > Security > Users. 2.) Select two or more users and click Manage Roles. 3.) Select the role(s) you wish to assign to these users and click OK. Troubleshooting bulk change errors In my example, I added...
In this example I’m going to show how to give a team access to an account record. Enable and Create an Access Team Template 1.) To enable access teams, go to Settings > Customization > Customize the System > Entities > Account, and enable the...
