User Administration

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User Profiles and Roles in Wheelhouse

Wheelhouse uses role-based security to provide users with access to certain areas or to limit a user's access to certain parts of Wheelhouse. Overview Guide of User Profiles and Choosing a User Profi…

Updated 3 months ago by Austin Beveridge

User Management: Adding, Editing, and Revoking Access

This guide demonstrates how to add users, assign login credentials, and manage user access in your organization.

Updated 3 months ago by Austin Beveridge

Choosing a User Profile

This guide aims to assist administrators when creating a new user, and what the user can access in Wheelhouse. Intro to Roles and Role Inheritance. In Wheelhouse, there are three different types of r…

Updated 8 months ago by Austin Beveridge

Defining or Adjusting Teams

Teams are an organizational tool to group employees & contacts (people).

Updated 8 months ago by Austin Beveridge

Understanding Wheelhouse Login Types

Understanding Wheelhouse Login Types. Effective user access management is crucial for both security and operational efficiency. This article will explain the various login types available in Wheelhou…

Updated 8 months ago by Dale Mandeville