To add a new user to your EBSuite account you need to:
1. Create the User Name and User details: email, phone, display name, etc.
2. Define a Role or Roles that the User will use while… Continue reading...
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In the EBSuite application we house Contact information, Organizational data, and details on Opportunities – for any of which you may want to control access. In general, if a user is on the Access Team then that user effectively owns the record and the data. If the User should just see the data and not… Continue reading... Views (the list of data you see when clicking a major tab like: Contacts) can be sorted by nearly all of the column choices. Displaying and Sorting by Last Update Date (Sort Decreasing values) gives you a quick list of the most recently updated Records. A Record is updated if a field… Continue reading... User Access is controlled by setting the access rules for each particular Role. There are be many Roles setup in the application, but for each Role there is an access rule that applies. Once Roles are setup, then the User is assigned to one Role or another and may, in fact, have 2 or… Continue reading... The basic calendaring functions within your account allow you to create different calendars (i.e. calendars that reflect different users appointments) and allow you to toggle between the different calendars you’ve set up. You may also want to have all of the “office” or non-specific type appointments to appear on each individual’s calendar. There… Continue reading... |
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