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Categories
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User Management

User Management

Learn how to manage your system users by following these simple guides

Getting Started
Customization
Import & Export
Views & Records
User Management
Automations
Dashboards
Activity Reminders
Objects & Fields
Integrations
Security
Billing & Subscriptions

Business units

Create and assign business units to your system users to organize your system and add different layers of permissions to your data.

How to use custom sharing

By using custom sharing, you can provide individualized access to each part of your system and make sure that your data and information is always protected and stays in the right hands.

Managing role permissions

Each role in the system has a permissions page where you can set which objects users have access to, how they can interact with each object, and which general system actions users can take.

Managing system users

Learn how to add new users to Fireberry and manage existing ones. You can activate and deactivate users to allow system access and use.

Managing your user profile

Profile pages can be used to update your personal information, such as setting your system role, your preferred email, or personal security settings like resetting your password.

Setting user roles

Every user in the system is assigned a role which controls their permissions. You can change a user's role at any time, and create and edit roles to meet your business needs.
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