Users & Security Permissions

Manage Users, their access and other security details

Additional Account Settings

• Updating Your Profile
• Changing Your Password
• Audit Log
• Communication Delivery Status

Managing Users of the Acccount

• Adding/Disabling a User
• Changing and Assigning User Roles
• User Roles & Access Privileges
• Custom User Roles & Record Sets
• Managing Permissions
• Using Folders

Security Authentication

• 2FA: Two-Factor Authentication
• Single Sign-On (SSO) in Expiration Reminder