System Management

Manage Subscription
The Subscription dashboard can be accessed using the dropdown arrow in the Org section (top status bar). The subscription dashboard includes information about your current subscription, including the number of records used/available and the number of users used vs available. In the upper right hand corner ...
Wed, 7 Jul, 2021 at 4:51 PM
Manage Users
The Managing Users option can be accessed using the dropdown arrow in the Org section (top status bar). Selecting this option will bring up a screen containing a list of users.  You may add or remove users using the controls in this screen. To Add a User, press the Add User button.  This will bring up the Add...
Mon, 27 Sep, 2021 at 2:20 PM
Manage Roles
The Managing Roles option can be accessed using the dropdown arrow in the Org section (top status bar) Selecting this option will bring up a screen containing a list of roles. You may edit, remove and assign role to users using controls on this screen. To Add a Role, press the Add Role button. ...
Fri, 27 Aug, 2021 at 2:59 PM
Manage Sandboxes
The Managing Sandboxes option can be accessed using the dropdown arrow in the Org section (top status bar). Selecting this option will bring up a screen containing a list of Sandboxes.  You may add or remove sandboxes using the controls in this screen. To Add a Sandbox, press the Add Sandbox button.  This wi...
Wed, 7 Jul, 2021 at 2:25 PM
Manage Credits
The Credits window can be accessed using the dropdown arrow in the Org section (top status bar). The window includes detailed information about your usage and availability of credits In the upper right hand corner of the window, you will see an ADD CREDITS button.  Press this button to refill credits...
Mon, 27 Sep, 2021 at 4:46 PM