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Articles tagged "access" returned 138 results.

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User Access Options

It may be that certain users or teams do not require access or edit abilities to item types which are irrelevant to them or have access/edit ability for business reasons....

Enable Portal Access

...access to the Portal Enable Portal Access for Contacts Go to the Contact record you want to give access to the Portal Select the Portal Section click on the Edit...

How Can I Restrict Access?

...Access, based on the following permissions in each item: Access – ability to view the record Edit – ability to view and modify the record Delete – ability to remove...

Dashboard Team & User Access

...then select the Share options. Close modal Include Secondary team members – tick to allow access to users in a secondary team. Users can be members of multiple teams. If...

Mobile Device Access

Gold-Vision 8 is fully mobile responsive When accessing the product on a mobile or tablet device the view will scale down accordingly and provide a collapsed version of the information...

Requesting an access token

The Gold-Vision API uses OAuth 2.0 client credentials for authentication, an industry standard protocol for authorization. (https://www.oauth.com/oauth2-servers/access-tokens/client-credentials/). To begin working with the API, you will need the following information which...

Requesting Access

The Gold-Vision API provides a full restful interface by which data integration to Gold-Vision CRM can be achieved. Access to use of the API is subject to a successful application...

How to manage Subject Access Requests

How to manage Subject Access Requests....

Role Management

...a special ‘Super User’ role that has access to everything on the portal. The Basic User Role doesn’t allow special access to anywhere. Close modal To Create a Group Click...

Gold-Vision 8 Upgrade Planning

...to the Gold-Vision 8 settings menu, entitled ‘Configure Hybrid Access’. The option will only be visible and accessible by System Admins Close modal Accessing the option will display a settings...