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Knowledgebase : Users, Groups and Roles
   

ONLY FOR ENTERPRISE AND MM DIRECT CUSTOMER (NOT FOR MSP ADVANTAGE OR IT ADVANTAGE) * When you add a user to the system- they are automatically emailed with the link to the login page, their username, and a temporary password. This password will expire...
Roles will allow you to assign software level permissions to Users. When you assign roles to groups, you can apply these permissions to multiple Users at one time and even revoke different levels of access. To start: * CLICK ON “SETUP” AND THEN CLIC...
WHY CREATE GROUPS? Creating a "Group" will allow you to easily organize your Users to share assets or assign system level permissions in Mindmatrix. GROUPS WILL LET YOU SHARE ASSETS WITH LARGE NUMBERS OF USERS SIMULTANEOUSLY. For example, if you cre...
* To share a template with users, groups, or companies, first click on Setup > Asset Management > Templates.     * To choose the template you would like to share, and then click on the template.   * You will then be taken to the Print Templa...
To edit which users have access to which contacts, go to "Connections" and then "Contacts"     From there click on the contact that you wish to share/ unshare.     In the "Contact" window, click on the "Views" drop down.     From there c...
To share a PDF, (any other type of file) with users and groups, you first need to access the "Documents" section of your software. TO DO THIS, GO TO “COLLATERAL”, THEN “DOCUMENTS”. In the "Documents" section, click on the PDF that you wish to share and ...
This article will describe the differences between roles in Mindmatrix. This article is meant to be used in reference with the following articles: 1. Adding Users to Mindmatrix [http://my.mindmatrix.net/staff/index.php?/Knowledgebase/ViewKnowledgebase/A...
OPPORTUNITY OWNERSHIP FEATURE: Earlier users could only share opportunity records with other users. This restricted them from having certain rights over the opportunity record. Opportunity ownership allows users to assign complete ownership of opportu...