Knowledge Base

The differences between Licences, Modules and Licence Usage and what to do if licences have been over-allocated.

Covers the viewing and editing of Sharing Permissions on records, and how using Capabilities and Permissions control security access across Workbooks.

Overview The ability to carry out certain tasks and access specific areas of Workbooks is controlled by the Capabilities granted to a user. If a user doesn’t have the Capability to see certain menus or

Start by identifying who in your organization will be using Workbooks. We recommend creating a list of users, and consider which areas of Workbooks each person needs access to. When creating a new user, you