Database Administration
Enabling Multi-Factor Authentication (MFA) in Sumac
Sumac supports Multi-Factor Authentication (MFA) to enhance the security of user accounts. MFA adds an extra layer of protection by requiring a second form of verification (such as a code from an authentication app) in addition to your password. MFA ...
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 Record Locks
In Sumac, record locking is a built-in safety feature that prevents data conflicts in a multi-user environment. When a user opens a record (such as a Contact record) for editing—or in some cases for viewing that may lead to editing—the system ...
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 ...