User Management for Admins

A guide to different user management topics, relevant for Venturelytic admins

New User Creation, Permissions and Licenses
New users can start using Venturelytic by doing the following three steps: Create a Salesforce user Assign the correct permission sets Assign a Ven...
Fri, 10 Nov, 2023 at 10:23 AM
Reset Passwords
In the ‘Quick Find Box’ on the left type ‘Users’ and click on ‘Users’ Click on the respective user Click on ‘Reset Password’
Fri, 10 Nov, 2023 at 10:24 AM
Deactivate a User
In the ‘Quick Find Box’ on the left type ‘Users’ and click on ‘Users’ Click on the respective user Click on ‘Edit’ Untick the ‘...
Fri, 10 Nov, 2023 at 10:26 AM
Reset the Authenticator
In the ‘Quick Find Box’ on the left type ‘Users’ and click on ‘Users’ Click on the respective user Click on ‘Edit’ Under ‘App Registration: One...
Fri, 10 Nov, 2023 at 10:27 AM
Change Language or Time Zone
Navigate to your personal settings Click on Language and Time Zone Choose your preferred settings and click Save.
Fri, 10 Nov, 2023 at 6:45 AM
PDF Manual for User Management
Click on the attachment to access the admin guide
Fri, 10 Nov, 2023 at 6:48 AM