Add and manage users, and set up security

 

Security overview

Understand security roles

Create or edit a business unit to control access to records

Learn about hierarchy security

Create a position to use in hierarchy security

Create or edit a team

Assign security roles to a form

Enable or disable security for a field

Set up security permissions for a field

Use field level security in a calculated field

Secure sensitive data by enabling encryption

View your user profile

About team templates

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