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Articles tagged "member" returned 33 results.

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User Roles

Adding A Member To A Gold-Vision Item For any item you have the option to create a Team and allocate roles for your team members, these can be set up...

Using Account records

...Further Account Actions Further actions can be performed at account level from the Action Menu Close modal Add Member to an Account Different Members can be added to an account...

Setting up a service account for Office 365 & Exchange

...to act as the service account and ensure this member is a member of the below. The discovery management and application impersonation are configured within the Exchange Admin Centre for...

Team Management

...user as a member of that team. Close modal Info The user will be added as a secondary member to the Team. If you need to change the primary team...

Creating a Project

...these will be listed in the sub-lists or widgets for that specific Project. Members If different users will be involved in a Project, they can be added as members to...

How Can I Use Profiles?

...profile for each product.   Close modal Please find an example below of Membership details. Profiles can be created to manage multiple memberships against a Contact or Account. Close modal...

Managing Activities

...that particular activity in the correspondence section which all users will be able to see. Further Activity Actions Close modal Add Member to an Activity Different Members can be added...

Touch point automation

...to automatically create follow up activities for team members to make their next steps even easier. You can also use touch point automation to create touch points from alerts. Info...

Role Management

...Group in order for the access or edit functionality to be enabled. Remember to save your changes and publish the portal before continuing. Assign a Role to a Sub-list The...

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...