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Best Practices: User Management: https://help.pm.leapevent.tech/a/1811977
Managing your users within PatronManager is an important responsibility, but it can also be a daunting one. When users leave or new users come in, or even when someone's role changes, updating users correctly helps you and your organization keep a clean PatronManager account. We'll go over best practices for activating and deactivating users, checking your licenses, and helping users log in; even with MFA!
This webinar is geared towards PatronManager Admins and all users who manage other users.
Recorded May 2024.
Additional resources
- Using Profiles in PatronManager
- How to Add a New User
- Checking Licenses
- Permission Sets
- What to Do When Someone Leaves: Deactivating a User
- Salesforce: Contacts that are owned by the previous Account Owner and are related to the Account are transferred to the new Account Owner automatically
- All About the Client Community
- How to Reset a PatronManager User's Password
- Disconnecting a Verification Method
- Connecting an MFA Authenticator App to Salesforce
- Physical Security Keys
- PatronManager Community Meeting 2024