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Security Settings
Articles about configuring user and record security.
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Groups
Groups control both the access to records in the system, as well as the action capabilities of users within the system. There are two groups by default that cannot be deleted: Everyone: All us...
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Roles
Roles enable you to set up an organization-wide hierarchy. Users at a higher hierarchy are able access the records of lower hierarchy users. This ensures that managers can view and edit the same re...