System Administration Guide

These pages provide the information needed to manage users, roles, applications, and other artifacts of an installed platform.

Intended audience:

System Administrator
Team Manager

Platform Resources

Settings > Administration

Users: Add, edit, or delete users, reset passwords, manage territories
Teams: Show team org chart, add, edit, or delete teams, change tab and log preferences
Roles: Create application roles that determine how a user interacts with the application
Access Profiles: Create sets of permission that can be referenced from multiple roles
Application Access: Determine which users and groups can access an application, and which roles they can play in it
Password Policy: Create a Password Policy to determine the level of log-in security
Team Data Sharing Policies: Create permissions for viewing data across teams and roles
Tenant Data Sharing Policies: Tenant Data Sharing policies offer one-way data sharing, with data flowing from the tenancy that defines the policy to a tenant that requests the data
External Email Tracking: Enable External Email Tracking
Subscription Summary: View current licensing for your company
Company Information: Edit Company Information and notification-email settings
Configure LDAP Information: Automatic user authentication.
Company Logo: Upload company graphics; Single Sign-On Settings:Manage multiple-system security-authorizations
Company Messages: Post and schedule messages to users
Views and Reports: Manage Views and reports
Audit Logs: View Audit Logs

Administrative Permissions

Administrative Permissions are assigned in an Access Profile. They allow a user to customize selected aspects of the platform. (Data Access Permissions, in contrast, determine what objects, records, and fields a user can see by virtue of their role and team memberships.)