Using the ADMINISTRATION section

Of the three sub-sections, we will first begin by understanding what ADMINISTRATION covers.

Under the Home tab, the first sub-section is the ADMINISTRATION section. This section allows you to make changes to three sub-sections within ADMINISTRATION—Users, Data, and Email. The following screenshot shows you this section:

Now, let's look at these sub-sections in more detail.

Users

The following screenshot shows you the Users section under the Home tab:

The Users section focuses on user permissions, user creation, and recording assignments. This is a section that is very heavily used by admins as this is where the initial set up of users and assigning their permissions happens....