User Administration
Managing User Accounts: Adding, Editing, and Revoking Access
This guide demonstrates how to add users, assign login credentials, and manage user access in your organization. Adding a User. To add users, Management or Administrator privileges are required. To A…
Defining or Adjusting Teams
Teams are an organizational tool to group employees & contacts (people).
User Profiles and Roles
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…
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…
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…
