Workforce Users and Security

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Workforce Users and Security

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Setup > Security > Users

 

Before Workforce users can be set up, you must first define a security structure so that available features and data can be properly granted or restricted. Begin by setting up user menus and groups. Then, assign a user menu to each group.  Once this structure is developed, users can be created and assigned to appropriate groups.

 

Create User MenusCreate User MenuButton_User_Menu

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Create GroupsCreate User GroupsButton_User_Groups

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Create Workforce UsersCreate Your UsersButton_Your_Users

 

Workforce User Setup

User Menus

Groups

Security Levels

 

 

 

 

 

 

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