The Introduction’s core concepts will help you understand the rest of the help manual. Specific articles discuss tabs, gadgets, and Workspaces


A user has a user account with a password and is identified by a username. Each user has a unique ID. We recommend that you do not share your password with anyone as you are responsible for all actions performed by your user account. If you believe someone has accessed your account, please report this to your Network Administrator


Each User has a Role which dictates which content and functionality they are able to view, create, and modify. The most basic user is an Operative, who can only access basic material such as Notes, Files, Activities. For example, “Accounting” can access to more features, such as the invoicing gadget. They can see more than just “Accounting” related material


Permissions are access rights given to certain roles. They cannot be controlled by specific user or group