Video recorded on October 28, 2022
What was covered:
- 0:00 - 2:09: Intro
- 2:10 - 3:32: Overview of Security Groups
- 3:33 - 4:34: How to customize a Security Group
- 4:35 - 9:04: Overview of user types and how they affect the permission sets in a Security Group
- 9:05 - 9:59: How user types affect subscription costs
- 10:00 - 11:25: How to limit a user's access to a specific book of business
- 11:26 - 16:15: How to create and set up a new user
- 16:15 - 16:53: How to assign users to a Team
- 16:54 - 19:15: How users on a Team can collaborate in Sales Pipeline and Activity management
- 19:16 - 24:49: Q&A Session