DealCloud User Management
User Management in DealCloud is a critical aspect of the platform administration, allowing for effective control and organization of user access and permissions. Learn how to create User Groups and Users.
Course Description
When working with User Management, you will be able to:
- Utilize DealCloud’s User Management area to create new user groups and users, review existing user group capabilities and data access, and identify User Groups assigned to users.
- Grant Capabilities, Data Access and Object Access to User Groups
- Add a new user and assign applicable User Groups
- Act as a proxy in DealCloud to test User Group permissions
- Permission dashboard and entry detail pages to User Groups
Course curriculum
-
1
Introduction to User Management
06:24 -
3
Examples of Setting Data Access
-
Assigning a User Group Read-Only Data Access
-
Enabling Entry Level Capabilities for an Object's Entries
-
Assigning Entry-Level Capabilities Using User Fields on the Object
-
Assigning Entry-Level Capabilities Using Entry Groups Applied to User Management
-
About Entry Groups (Admin > Entry Groups) (optional)
-
Restricting Read and Write Access to Fields on an Object
-
About the Inherit Capabilities Object Property
-
-
4
Managing Users & User Groups
07:49