Follow

RTU Basics 101 - Database Users & Teams [19:12]

RTUbasics_header.jpgComing to a Redtail University soon? Makes sure that you watch the Basics 101 series to refresh yourself on some of the basic functions and beginning steps that will be used and referenced during your time at RTU!

Not familiar with Redtail University? Learn more here!

This video covers the ins and outs of adding and working with multiple database users and teams in your database!

Click the link below for more information on each of the features covered in the video:

00:40 - Using Teams

02:59 - Workflows

08:22 - Adding a New User

10:00 - Admin Database Users 

12:00 - Removing a User 

17:47 - Additional User Rights

Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here

helpdesk_VIDEOfooter.jpg

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk