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Help Center
Recordbase Administration Guide
Recordbase Administration Guide
Roles
Adding Users to a Role
Master Data
Create a new activity type
How to Create a New Activity Breakdown Type in Recordbase
Create a new activity classification type
Users
Recordbase User Management
How to Create a Recordbase User
How to Hide a Person from an Individual User in Recordbase
How to add a client to a Blacklist
How to manage team access for users
User - Account Details screen
How to manage role permissions for users
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Extracts
The Extracts screen
Templates
How to markup a Word template for Recordbase
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