Database Administration
Adding new users to your Sumac database
Users are people who can log in to use your Sumac database. This article describes how a Sumac Administrator can add a new user and provide them with access to Sumac. Important Note: Before you can invite new users to access Sumac, you should ...
How to edit or remove existing users
Users are people who can log in to use your Sumac database. This article describes: What types of users you can have in Sumac How to create a new user, or edit an existing one, and How to remove a user's access to your database. If you are looking ...
How to Clear All Locks
Sumac lock records to ensure that only a single user can edit a record at once. When a second person tries to edit a record, they receive a notification that another user is already editing the record. Occasionally, a computer will malfunction while ...
How do Segments and User Types work?
Segments and User Types are security features of Sumac that allow you to control who can see and access contact records, as well as other information about contacts in your database. For organizations using Sumac for Case Management, Segments and ...