Training Tag

Advanced User & Permissions Config

Empower your Admins with Advanced User & Permissions training.  This training ensures seamless control over access and editing rights across various areas and features within Membrain.

Learn to create a secure environment tailored to your needs, with the flexibility to customize permission policies based on your organization's unique requirements, business processes, and workflows. We’ll provide insights aligned with industry standards and security compliance best practices.

These sessions go beyond basic access and provide advanced, detailed training on user interactions. You'll be able to confidently ensure accurate access levels are applied allowing for flexibility to tailor permission policies to your organization's unique needs and workflows. 

We'll provide all the training you need to create a seamless, secure environment customized to your specific requirements. 

What we'll cover

This training module includes two 1-hour sessions.

 

01_glow In your first 1-hour training session

you will learn how to:
Create new Permission Sets
Assign a Permission Set to a User
Understand the overall user interface
This includes Sales Workflows and supporting workflows
CRM system Permissions configurations
This includes System Setup and admin configurations
Analytics configurations
Content Hub Configuration

 02_glow In your second 1-hour training session

You will learn how to:
You’ll review the settings with your expert and answer any questions you may have

Price: Please talk to your Customer Success Advocate, or write to us here

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