Manage users and set up security

Manage users and set up security Understand security roles Manage security settings View your user profile Add and manage users, and set security roles Assign a security role to a user Create or edit a team Enable or disable security for a field Set up security permissions for a field Secure sensitive data by enabling […]

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Assign a record to a user or team

Assign a record to a user or team If you would like another person in your organization to handle an account or contact for you, you can assign the record to that person. You can also assign a record to a team, or to yourself. Go to Accounts or Contacts. How do I get there? […]

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