BROWSE: CATEGORIES

ADMIN

Kooltra system administrators play a crucial role in the ongoing operations of their Kooltra system. System administrators have the capability to perform a wide variety of actions within the system including assigning new users, adjusting the security privileges of the users, implementing workflow rules and building custom reports/dashboards. To access the administrative functions of Kooltra, click on System > Admin

Kooltra admins will primarily be in charge of Kooltra user security which includes setting up new users, deactivating/freezing users, resetting passwords, configuring custom profiles and setting session and password policies. 

Each of of these tasks can be completed by following the guides below:

Additional admin related tasks such as setting up sharing roles, workflow rules, salesforce reports and dashboards can be found in this guide. o access the guide, please email Kooltra support.

label (1).png

admin, users, security