TeamDesk

TeamDesk is a Business Database Platform https://www.teamdesk.net

*Same as QB Goal Actions, only you will need to add your Client and Manager by email

Actions for Administrators

Adding New User Roles

  • By default new users can have Full access, Read only or No access
  • Ishido Sitewide Role is set to No Access - grant access to each Table (Client DB, GA, etc. by Managing Table Record Access
  • TeamDesk Documentation - Adding New User Roles: https://www.teamdesk.net/help/2.1.aspx

Managing Access for Table Records

  • Adding access so a user can only access certain records for a certain table
  • Steve language example: add X to the DB so user can view and edit own record
  • TeamdDesk Documentation - Managing Access for Table Records:https://www.teamdesk.net/help/3.6.aspx
  • ishido_resources/training/teamdesk.txt
  • Last modified: 2019/02/04 18:03
  • by raquelmartin